Meet the Central New York Team
Jennifer Alfieri
Senior Vice President
Chief Fiduciary Officer
Karen E. Ashley
Wealth Management Assistant II
Heather Berry
Vice President
Trust Officer II
William Brumsted, CFP®
Wealth Advisor
William Murphy, CFP®
Vice President
Wealth Advisor
John A. Poli, CLU®, ChFC®, AEP®
Vice President
Senior Trust Officer
Jessica Rossi
Wealth Management Assistant
John Shea
Vice President
Senior Portfolio Manager
Courtney Voellm
Wealth Management Assistant Lead
