I joined Ascent in 2014, with more than thirty years in wealth management along with prior experience in estate and trust administration, tax planning, and investment management services. Previously I was a Vice President and Senior Trust Officer at Chemung Canal Trust Company. I also worked for HSBC in Buffalo, as Vice President and Senior Trust Officer in the bank’s Trust and Private Clients group.
I have two decades of experience on the New York Bankers Association, as Chairman of the Estate and Trust Administration Committee, and a member of the Tax Committee.
I earned my Bachelors of Science in Accounting from Canisius College in Buffalo, NY.
My wife Peggy and I live in Owego. My prior community and professional affiliations include past President of the Board of Trustees of WSKG-TV, past Treasurer of Art Mission in Binghamton, and a past Chairman of the New York State Trust and Estate Training School (NYSBA).
“For me this is a one on one relationship with each client. When they’re successful, I’m successful.”