Meet the Central New York Team
Michelle Mekos
Executive Assistant to the President
Jennifer Green
Senior Vice President
Managing Director
Jennifer Alfieri
Senior Vice President
Chief Fiduciary Officer
Karen E. Ashley
Wealth Management Assistant
Heather Berry
Vice President
Trust Officer
David S. Caryl
Assistant Vice President
Wealth Advisor
Erik Detota
Assistant Vice President
Wealth Advisor
Matthew Hedge
Vice President
Wealth Advisor
Samantha Jones
Paralegal and Terminating
William Murphy, CFP®
Vice President
Wealth Advisor
George Dustin Patte
Wealth Management Assistant
John A. Poli, CLU®, ChFC®, AEP®
Vice President
Senior Trust Officer
John Shea
Vice President
Senior Portfolio Manager
Amber Ward
Wealth Management Assistant
