Central New York Team

Meet the Central New York Team

Shelli Mekos

Michelle Mekos

Executive Assistant to the President


Jennifer Green

Jennifer Green

Senior Vice President
Managing Director


JENNIFER ALFIERI

Jennifer Alfieri

Senior Vice President
Chief Fiduciary Officer


KAREN E. ASHLEY

Karen E. Ashley

Wealth Management Assistant


Heather Berry

Heather Berry

Vice President
Trust Officer


Thomas Cannon

Thomas Cannon

Wealth Advisor


David Caryl

David S. Caryl

Assistant Vice President
Wealth Advisor


Matthew Hedge

Matthew Hedge

Vice President
Wealth Advisor


Samantha Jones

Samantha Jones

Paralegal and Terminating


Kevin Joy

Kevin Joy

Assistant Vice President
Wealth Advisor


William Murphy

William Murphy, CFP®

Vice President
Wealth Advisor


George Dustin Patte

George Dustin Patte

Wealth Management Assistant


John A. Poli

John A. Poli, CLU®, ChFC®, AEP®

Vice President
Senior Trust Officer


John Shea

John Shea

Vice President
Senior Portfolio Manager


Amber Ward

Amber Ward

Wealth Management Assistant


Michael J. Zoanetti

Michael J. Zoanetti, CFP®

Vice President
Wealth Advisor