5 Ford Avenue
Oneonta, NY 13820

Bio

Adam is a Senior Portfolio Manager, managing many of our significant individual and institutional relationships across our New York footprint.  He is also a key member of our Trust Investment Committee, Asset Allocation Committee and provides individual stock analysis for our Equity Review Committee.

Before joining the trust division in 2007 Adam was a registered representative in the INVEST Financial program.  Immediately prior to joining the bank, he held various positions in the investment field, including insurance sales, tax preparation and financial planning.  Other work experience includes a six year period as the Financial Officer and a partner in an Environmental Consulting firm in Oakland, CA from 1994 until moving to upstate New York in 2000.

Adam received his B.A. in Political Studies and Business from PACE University in Manhattan in 1992. In June of 2012, he received his Certified Financial Planning (CFP) designation.

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