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Our Team

At NBT Wealth Management, our team is your team. Our offices are local, and we care for the people, businesses and families we serve. We bring together experience, resources and expertise, and focus it right here in the communities we call home. Contact one of our advisors today and see why, when we say we’re here for you, it counts.

Let’s start a conversation. Search by region below or view our complete NBT Wealth Management Directory to contact a member of our team.


Catherine G. Errington, CTFA
Assistant Vice President and Trust Administrator
(716) 566-3032
cerrington@nbtbank.com

C. Adam Holtz
Assistant Vice President and Trust Officer
(716) 566-3026
choltz@nbtbank.com

Starryl Jason
Assistant Vice President and Trust Administrator
(716) 566-3023
sjason@nbtbank.com

Karen A. Karam
Vice President and Trust Administration Center Manager
(716) 566-3030
kkaram@nbtbank.com

Marie A. Mancini
Trust Officer
(716) 566-3030
mmancini@nbtbank.com

Gerald R. Mowry
Assistant Vice President and Trust Administrator
(716) 566-3027
gmowry@nbtbank.com

Janet T. Thomas
Assistant Vice President and Trust Administrator
(716) 566-3033
jtthomas@nbtbank.com

Robert G. Bronk*
Vice President and Relationship Manager
(518) 224-8638 (Mobile)
(518) 581-2621
rbronk@nbtbank.com

Heather M. Catello
Retirement Plan Administrator
(315) 366-3203
hcatello@nbtbank.com

Andrew E. Clark,* CFP®
Vice President and Senior Financial Planner
(607) 244-9350 (Mobile)
(518) 587-2470
aclark@nbtbank.com

Jason T. Free*
Vice President and Managing Financial Consultant
(413) 854-4101 (Mobile)
(413) 243-4061
jfree@nbtbank.com

Aiden P. Hannan, AIF®, CFP®
Vice President and Investment Officer Manager
(607) 337-6340
ahannan@nbtbank.com

Sonja L. Hanselman
Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Michelle A. McCallion
Associate Financial Planner
(518) 673-3243, x1211
mmccallion@nbtbank.com

Timothy P. McKown, CFA®, AIF®
Assistant Vice President and Investment Officer
(607) 337-6457
tmckown@nbtbank.com

David P. Rhodes,* AIF®
Vice President and Relationship Manager, Retirement Plans
(315) 251-5128 (Mobile)
(800) 626-6162
drhodes@nbtbank.com

Roberta J. Rocas, CTFA
Vice President and Relationship Manager, Financial Planning
(518) 495-6041 (Mobile)
(518) 673-3243, x1213
rrocas@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Administrator
(607) 337-6452
jstafford@nbtbank.com

Evan H. Walker,* CLU®, ChFC®
Vice President and Insurance Services Manager
(315) 250-3833 (Mobile)
(800) 626-6162
ewalker@nbtbank.com

Alice M. Weir*
Internal Financial Consultant
(518) 593-8585 (Mobile)
(518) 561-0167
aweir@nbtbank.com

Mark J. Wendt,* CLU®, ChFC®
Assistant Vice President and Financial Consultant
(518) 705-7037 (Mobile)
(518) 773-7348
mwendt@nbtbank.com

Heather M. Catello
Retirement Plan Administrator
(315) 366-3203
hcatello@nbtbank.com

Andrew E. Clark,* CFP®
Vice President and Senior Financial Planner
(607) 244-9350 (Mobile)
(518) 587-2470
aclark@nbtbank.com

Scott E. Fiedler,* CRSP, AIF®, CFP®
Assistant Vice President and
Relationship Manager, Retirement Plans

(607) 373-0112 (Mobile)
(607) 337-6386
sfiedler@nbtbank.com

Jason T. Free*
Vice President and Managing Financial Consultant
(413) 854-4101 (Mobile)
(413) 243-4061
jfree@nbtbank.com

Sonja L. Hanselman
Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Kathleen M. Keable*
Assistant Vice President and Financial Consultant
(607) 226-1846 (Mobile)
(607) 432-5804
kkeable@nbtbank.com

Michelle A. McCallion
Associate Financial Planner
(518) 673-3243, x1211
mmccallion@nbtbank.com

Timothy P. McKown, CFA®, AIF®
Assistant Vice President and Investment Officer
(607) 337-6457
tmckown@nbtbank.com

Peter B. Pochily*
Financial Consultant
(518) 391-1805 (Mobile)
(518) 827-4132
ppochily@nbtbank.com

Roberta J. Rocas, CTFA
Vice President and Relationship Manager, Financial Planning
(518) 495-6041 (Mobile)
(518) 673-3243, x1213
rrocas@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Administrator
(607) 337-6452
jstafford@nbtbank.com

Evan H. Walker,* CLU®, ChFC®
Vice President and Insurance Services Manager
(315) 250-3833 (Mobile)
(800) 626-6162
ewalker@nbtbank.com

Alice M. Weir*
Internal Financial Consultant
(518) 593-8585 (Mobile)
(518) 561-0167
aweir@nbtbank.com

James B. Antell, III,* CLU®, ChFC®, REBC
Vice President and Relationship Manager
(802) 343-0317 (Mobile)
(802) 318-9149
jantell@nbtbank.com

Kelly Rose Bolton, CTFA
Trust Officer
(518) 742-2308
kbolton@nbtbank.com

Robert G. Bronk*
Vice President and Financial Consultant
(518) 224-8638 (Mobile)
(518) 581-2621
rbronk@nbtbank.com

Heather M. Catello
Retirement Plan Administrator
(315) 366-3203
hcatello@nbtbank.com

Andrew E. Clark,* CFP®
Vice President and Senior Financial Planner
(607) 244-9350 (Mobile)
(518) 437-4110
aclark@nbtbank.com

Matthew B. Easterly*
Assistant Vice President and Financial Consultant
(518) 421-6155 (Mobile)
(518)587-2312
measterly@nbtbank.com

Jason T. Free*
Vice President and Managing Financial Consultant
(413) 854-4101 (Mobile)
(413) 243-4061
jfree@nbtbank.com

Sonja L. Hanselman
Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Heather L. Lemon,* AAMS®, CRPC®, AIF®
Financial Consultant
(802) 343-9563 (Mobile)
(802) 318-9147
hlemon@nbtbank.com

Michelle A. McCallion
Associate Financial Planner
(518) 673-3243, x1211
mmccallion@nbtbank.com

Mark A. Nagelsmith, CTFA
Vice President and Trust Officer
(518) 742-2305
mnagelsmith@nbtbank.com

Frederick G. Natale, Jr., CMT®
Vice President and Investment Officer
(518) 745-5270
fnatale@nbtbank.com

Roberta J. Rocas, CTFA
Vice President and Relationship Manager, Financial Planning
(518) 495-6041 (Mobile)
(518) 673-3243, x1213
rrocas@nbtbank.com

Theresa A. Schuerlein, CTFA
Vice President and Trust Officer
(518) 745-5203
tschuerlein@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Administrator
(607) 337-6452
jstafford@nbtbank.com

Evan H. Walker,* CLU®, ChFC®
Vice President and Insurance Services Manager
(315) 250-3833 (Mobile)
(800) 626-6162
ewalker@nbtbank.com

Alice M. Weir*
Internal Financial Consultant
(518) 593-8585 (Mobile)
(518) 561-0167
aweir@nbtbank.com

Jessica R. Blake
Trust Officer
(607) 797-3315
jblake@nbtbank.com

Jamie L. Brown*
Sales Assistant
(607) 337-0692 (Mobile)
(607) 337-6032
jbrown@nbtbank.com

Heather M. Catello
Retirement Plan Administrator
(315) 366-3203
hcatello@nbtbank.com

Michael C. Cheslock*
Vice President and Managing Financial Consultant
(607) 768-1820 (Mobile)
(607) 797-2322
mcheslock@nbtbank.com

Andrew E. Clark,* CFP®
Vice President and Senior Financial Planner
(607) 244-9350 (Mobile)
(518) 587-2470
aclark@nbtbank.com

Bradley S. Eaton
Vice President and Investment Officer
(607) 797-3774
beaton@nbtbank.com

Scott E. Fiedler,* CRSP, AIF®, CFP®
Assistant Vice President and
Relationship Manager, Retirement Plans

(607) 373-0112 (Mobile)
(607) 337-6386
sfiedler@nbtbank.com

Nicholas M. Guccia*
Financial Consultant
(607) 287-0810 (Mobile)
(607) 797-7802
nguccia@nbtbank.com

Sonja L. Hanselman
Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Michelle A. McCallion
Associate Financial Planner
(518) 673-3243, x1211
mmccallion@nbtbank.com

Michael T. O'Brien*
Vice President and Financial Consultant
(607) 237-1354 (Mobile)
(607) 637-2386
mobrien@nbtbank.com

Roberta J. Rocas, CTFA
Vice President and Relationship Manager, Financial Planning
(518) 495-6041 (Mobile)
(518) 673-3243, x1213
rrocas@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Administrator
(607) 337-6452
jstafford@nbtbank.com

Evan H. Walker,* CLU®, ChFC®
Vice President and Insurance Services Manager
(315) 250-3833 (Mobile)
(800) 626-6162
ewalker@nbtbank.com

James B. Antell, III,* CLU®, ChFC®, REBC
Vice President and Relationship Manager
(802) 343-0317 (Mobile)
(802) 318-9149
jantell@nbtbank.com

Kelly Rose Bolton, CTFA
Trust Officer
(518) 742-2308
kbolton@nbtbank.com

Heather M. Catello
Retirement Plan Administrator
(315) 366-3203
hcatello@nbtbank.com

Andrew E. Clark,* CFP®
Vice President and Senior Financial Planner
(607) 244-9350 (Mobile)
(518) 587-2470
aclark@nbtbank.com

Jason T. Free*
Vice President and Managing Financial Consultant
(413) 854-4101 (Mobile)
(413) 243-4061
jfree@nbtbank.com

Sonja L. Hanselman
Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Adam A. King*
Assistant Vice President and Financial Consultant
(518) 466-8916 (Mobile)
(518) 561-5691
aking@nbtbank.com

Heather L. Lemon,* AAMS®, CRPC®, AIF®
Financial Consultant
(802) 343-9563 (Mobile)
(802) 318-9147
hlemon@nbtbank.com

Michelle A. McCallion
Associate Financial Planner
(518) 673-3243, x1211
mmccallion@nbtbank.com

Frederick G. Natale, Jr., CMT®
Vice President and Investment Officer
(518) 745-5270
fnatale@nbtbank.com

Roberta J. Rocas, CTFA
Vice President and Relationship Manager, Financial Planning
(518) 495-6041 (Mobile)
(518) 673-3243, x1213
rrocas@nbtbank.com

Theresa A. Schuerlein, CTFA
Vice President and Wealth Management Advisor
(518) 745-5203
tschuerlein@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Administrator
(607) 337-6452
jstafford@nbtbank.com

Evan H. Walker,* CLU®, ChFC®
Vice President and Insurance Services Manager
(315) 250-3833 (Mobile)
(800) 626-6162
ewalker@nbtbank.com

Alice M. Weir*
Internal Financial Consultant
(518) 593-8585 (Mobile)
(518) 561-0167
aweir@nbtbank.com

Jordan M. Alger*
Vice President and Financial Consultant
(607) 372-8007 (Mobile)
(607) 337-6634
jmalger@nbtbank.com

Jamie L. Brown*
Sales Assistant
(607) 337-0692 (Mobile)
(607) 337-6032
jbrown@nbtbank.com

Heather M. Catello
Retirement Plan Administrator
(315) 366-3203
hcatello@nbtbank.com

Michael C. Cheslock*
Vice President and Managing Financial Consultant
(607) 768-1820 (Mobile)
(607) 797-2322
mcheslock@nbtbank.com

Andrew E. Clark,* CFP®
Vice President and Senior Financial Planner
(607) 244-9350 (Mobile)
(518) 587-2470
aclark@nbtbank.com

Rosemaria Z. Cole
Vice President and Trust Officer
(607) 337-6192
rcole@nbtbank.com

Scott E. Fiedler,* CRSP, AIF®, CFP®
Assistant Vice President and
Relationship Manager, Retirement Plans

(607) 373-0112 (Mobile)
(607) 337-6386
sfiedler@nbtbank.com

Aiden P. Hannan, AIF®, CFP®
Vice President and Investment Officer Manager
(607) 337-6340
ahannan@nbtbank.com

Sonja L. Hanselman
Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Bret A. Hartman*
Vice President and Financial Consultant
(315) 525-4037 (Mobile)
(607) 753-3842
bhartman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Michelle A. McCallion
Associate Financial Planner
(518) 673-3243, x1211
mmccallion@nbtbank.com

Timothy P. McKown, CFA®, AIF®
Assistant Vice President and Investment Officer
(607) 337-6457
tmckown@nbtbank.com

Roberta J. Rocas, CTFA
Vice President and Relationship Manager, Financial Planning
(518) 495-6041 (Mobile)
(518) 673-3243, x1213
rrocas@nbtbank.com

Mary Ann Scheer
Assistant Vice President and Trust Officer
(607) 337-6193
mscheer@nbtbank.com

Jason L. Shedd
Trust Officer
(607) 337-6951
jshedd@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Administrator
(607) 337-6452
jstafford@nbtbank.com

Evan H. Walker,* CLU®, ChFC®
Vice President and Insurance Services Manager
(315) 250-3833 (Mobile)
(800) 626-6162
ewalker@nbtbank.com

Kenneth O. Winans
Vice President and Investment Officer
(607) 337-6458
kwinans@nbtbank.com

Heather M. Catello
Retirement Plan Administrator
(315) 366-3203
hcatello@nbtbank.com

Andrew E. Clark,* CFP®
Vice President and Senior Financial Planner
(607) 244-9350 (Mobile)
(518) 587-2470
aclark@nbtbank.com

Kevin L. Corkery*
Financial Consultant
(607) 244-9640 (Mobile)
(607) 432-5800
kcorkery@nbtbank.com

Scott E. Fiedler,* CRSP, AIF®, CFP®
Assistant Vice President and
Relationship Manager, Retirement Plans

(607) 373-0112 (Mobile)
(607) 337-6386
sfiedler@nbtbank.com

Jason T. Free*
Vice President and Managing Financial Consultant
(413) 854-4101 (Mobile)
(413) 243-4061
jfree@nbtbank.com

Aiden P. Hannan, AIF®, CFP®
Vice President and Investment Officer Manager
(607) 337-6340
ahannan@nbtbank.com

Sonja L. Hanselman
Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Kathleen M. Keable*
Assistant Vice President and Financial Consultant
(607) 226-1846 (Mobile)
(607) 432-5804
kkeable@nbtbank.com

Michelle A. McCallion
Associate Financial Planner
(518) 673-3243, x1211
mmccallion@nbtbank.com

Timothy P. McKown, CFA®, AIF®
Assistant Vice President and Investment Officer
(607) 337-6457
tmckown@nbtbank.com

Peter B. Pochily*
Financial Consultant
(518) 391-1805 (Mobile)
(518) 827-4132
ppochily@nbtbank.com

Roberta J. Rocas, CTFA
Vice President and Relationship Manager, Financial Planning
(518) 495-6041 (Mobile)
(518) 673-3243, x1213
rrocas@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Administrator
(607) 337-6452
jstafford@nbtbank.com

Evan H. Walker,* CLU®, ChFC®
Vice President and Insurance Services Manager
(315) 250-3833 (Mobile)
(800) 626-6162
ewalker@nbtbank.com

Alice M. Weir*
Internal Financial Consultant
(518) 593-8585 (Mobile)
(518) 561-0167
aweir@nbtbank.com

Bradford A. Adams, AFIM™
Vice President and Investment Officer Manager
(315) 475-6700
badams@nbtbank.com

Jonathan M. Bartholomew*
Vice President and Managing Financial Consultant
(315) 525-1677 (Mobile)
(315)475-0764
jbartholomew@nbtbank.com

Heather M. Catello
Retirement Plan Administrator
(315) 366-3203
hcatello@nbtbank.com

Andrew E. Clark,* CFP®
Vice President and Senior Financial Planner
(607) 244-9350 (Mobile)
(518) 587-2470
aclark@nbtbank.com

Sonja L. Hanselman
Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Bret A. Hartman*
Vice President and Financial Consultant
(315) 525-4037 (Mobile)
(607) 753-3842
bhartman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

William J. Kunda
Vice President and Investment Officer
(315) 475-1960
wkunda@nbtbank.com

Michelle A. McCallion
Associate Financial Planner
(518) 673-3243, x1211
mmccallion@nbtbank.com

Kristin J. McIlroy*
Financial Consultant
(315) 247-4284 (Mobile)
(315) 682-3171
kmcilroy@nbtbank.com

Wendy S. Morasco*
Assistant Vice President and Financial Consultant
(315) 247-0879 (Mobile)
(315) 252-2153
wmorasco@nbtbank.com

Andrew Ninno*
Financial Consultant
(315) 552-7812 (Mobile)
(315) 487-2180, x1211
aninno@nbtbank.com

David P. Rhodes,* AIF®
Vice President and Relationship Manager, Retirement Plans
(315) 251-5128 (Mobile)
(800) 626-6162
drhodes@nbtbank.com

Roberta J. Rocas, CTFA
Vice President and Relationship Manager, Financial Planning
(518) 495-6041 (Mobile)
(518) 673-3243, x1213
rrocas@nbtbank.com

Barry E. Shay, CTFA
Vice President and Trust Officer Manager
(315) 475-7595
bshay@nbtbank.com

Megan L. Shields
Trust Officer
(315) 475-4462
mshields@nbtbank.com

Morgan J. Smith, CFA®, AIF®
Assistant Vice President and Investment Officer
(315) 475-7594
msmith2@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Administrator
(607) 337-6452
jstafford@nbtbank.com

Brittany J. Vinette*
Internal Financial Consultant
(315) 516-2365 (Mobile)
(315) 668-3588
bvinette@nbtbank.com

Evan H. Walker,* CLU®, ChFC®
Vice President and Insurance Services Manager
(315) 250-3833 (Mobile)
(800) 626-6162
ewalker@nbtbank.com

Jonathan M. Bartholomew*
Vice President and Managing Financial Consultant
(315) 525-1677 (Mobile)
(315) 475-0764
jbartholomew@nbtbank.com

Heather M. Catello
Retirement Plan Administrator
(315) 366-3203
hcatello@nbtbank.com

Andrew E. Clark,* CFP®
Vice President and Senior Financial Planner
(607) 244-9350 (Mobile)
(518) 587-2470
aclark@nbtbank.com

Thomas R. Conley*
Assistant Vice President and Financial Consultant
(315) 368-5797 (Mobile)
(315) 235-0073
tconley@nbtbank.com

Aiden P. Hannan, AIF®, CFP®
Vice President and Investment Officer Manager
(607) 337-6340
ahannan@nbtbank.com

Sonja L. Hanselman
Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Michelle A. McCallion
Associate Financial Planner
(518) 673-3243, x1211
mmccallion@nbtbank.com

David P. Rhodes,* AIF®
Vice President and Relationship Manager, Retirement Plans
(315) 251-5128 (Mobile)
(800) 626-6162
drhodes@nbtbank.com

Roberta J. Rocas, CTFA
Vice President and Relationship Manager, Financial Planning
(518) 495-6041 (Mobile)
(518) 673-3243, x1213
rrocas@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Administrator
(607) 337-6452
jstafford@nbtbank.com

Brittany J. Vinette*
Internal Financial Consultant
(315) 516-2365 (Mobile)
(315) 668-3588
bvinette@nbtbank.com

Evan H. Walker,* CLU®, ChFC®
Vice President and Insurance Services Manager
(315) 250-3833 (Mobile)
(800) 626-6162
ewalker@nbtbank.com

James B. Antell, III,* CLU®, ChFC®, REBC
Vice President and Relationship Manager
(802) 343-0317 (Mobile)
(802) 318-9149
jantell@nbtbank.com

Heather M. Catello
Retirement Plan Administrator
(315) 366-3203
hcatello@nbtbank.com

Andrew E. Clark,* CFP®
Vice President and Senior Financial Planner
(607) 244-9350 (Mobile)
(518) 587-2470
aclark@nbtbank.com

Annmarie Deitrich, CFA®
Vice President and Investment Officer
(802) 318-9134
adeitrich@nbtbank.com

Sonja L. Hanselman
Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Shannon Leclair
Trust Officer
(802) 318-9140
sleclair@nbtbank.com

Heather L. Lemon,* AAMS®, CRPC®, AIF®
Financial Consultant
(802) 343-9563 (Mobile)
(802) 318-9147
hlemon@nbtbank.com

Michelle A. McCallion
Associate Financial Planner
(518) 673-3243, x1211
mmccallion@nbtbank.com

Christopher M. Quintin,* CRPC®
Vice President and Regional Manager, Wealth & Institutional Services
(802) 324-8145 (Mobile)
(802) 318-9132
cquintin@nbtbank.com

Roberta J. Rocas, CTFA
Vice President and Relationship Manager, Financial Planning
(518) 495-6041 (Mobile)
(518) 673-3243, x1213
rrocas@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Administrator
(607) 337-6452
jstafford@nbtbank.com

Evan H. Walker,* CLU®, ChFC®
Vice President and Insurance Services Manager
(315) 250-3833 (Mobile)
(800) 626-6162
ewalker@nbtbank.com

Heather M. Catello
Retirement Plan Administrator
(315) 366-3203
hcatello@nbtbank.com

Andrew E. Clark,* CFP®
Vice President and Senior Financial Planner
(607) 244-9350 (Mobile)
(518) 587-2470
aclark@nbtbank.com

Annmarie Deitrich, CFA®
Vice President and Investment Officer
(802) 318-9134
adeitrich@nbtbank.com

Jason T. Free*
Vice President and Managing Financial Consultant
(413) 854-4101 (Mobile)
(413) 243-4061
jfree@nbtbank.com

Sonja L. Hanselman
Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Shannon Leclair
Trust Officer
(802) 318-9140
sleclair@nbtbank.com

Michelle A. McCallion
Associate Financial Planner
(518) 673-3243, x1211
mmccallion@nbtbank.com

David P. Rhodes,* AIF®
Vice President and Relationship Manager, Retirement Plans
(315) 251-5128 (Mobile)
(800) 626-6162
drhodes@nbtbank.com

Roberta J. Rocas, CTFA
Vice President and Relationship Manager, Financial Planning
(518) 495-6041 (Mobile)
(518) 673-3243, x1213
rrocas@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Administrator
(607) 337-6452
jstafford@nbtbank.com

Evan H. Walker,* CLU®, ChFC®
Vice President and Insurance Services Manager
(315) 250-3833 (Mobile)
(800) 626-6162
ewalker@nbtbank.com

Alice M. Weir*
Internal Financial Consultant
(518) 593-8585 (Mobile)
(518) 561-0167
aweir@nbtbank.com

James B. Antell, III,* CLU®, ChFC®, REBC
Vice President and Relationship Manager
(802) 343-0317 (Mobile)
(802) 318-9149
jantell@nbtbank.com

Heather M. Catello
Retirement Plan Administrator
(315) 366-3203
hcatello@nbtbank.com

Andrew E. Clark,* CFP®
Vice President and Senior Financial Planner
(607) 244-9350 (Mobile)
(518) 587-2470
aclark@nbtbank.com

Annmarie Deitrich, CFA®
Vice President and Investment Officer
(802) 318-9134
adeitrich@nbtbank.com

Sonja L. Hanselman
Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Shannon Leclair
Trust Officer
(802) 318-9140
sleclair@nbtbank.com

Heather L. Lemon,* AAMS®, CRPC®, AIF®
Financial Consultant
(802) 343-9563 (Mobile)
(802) 318-9147
hlemon@nbtbank.com

Michelle A. McCallion
Associate Financial Planner
(518) 673-3243, x1211
mmccallion@nbtbank.com

Christopher M. Quintin,* CRPC®
Vice President and Regional Manager, Wealth & Institutional Services
(802) 324-8145 (Mobile)
(802) 318-9132
cquintin@nbtbank.com

Roberta J. Rocas, CTFA
Vice President and Relationship Manager, Financial Planning
(518) 495-6041 (Mobile)
(518) 673-3243, x1213
rrocas@nbtbank.com

Mark D. Ross*
Financial Consultant
(603) 785-7217 (Mobile)
(603) 263-1429
mross@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Administrator
(607) 337-6452
jstafford@nbtbank.com

Evan H. Walker,* CLU®, ChFC®
Vice President and Insurance Services Manager
(315) 250-3833 (Mobile)
(800) 626-6162
ewalker@nbtbank.com

Michael P. Barrett*
Financial Consultant
(570) 983-8577 (Mobile)
(570) 876-3720
mbarrett@nbtbank.com

Jessica R. Blake
Trust Officer
(607) 797-3315
jblake@nbtbank.com

Jamie L. Brown*
Sales Assistant
(607) 337-0692 (Mobile)
(607) 337-6032
jbrown@nbtbank.com

Francis J. Casarella*
Financial Consultant
(570) 470-0811 (Mobile)
(570) 839-3088
fcasarella@nbtbank.com

Heather M. Catello
Retirement Plan Administrator
(315) 366-3203
hcatello@nbtbank.com

Michael C. Cheslock*
Vice President and Managing Financial Consultant
(607) 768-1820 (Mobile)
(607) 797-2322
mcheslock@nbtbank.com

Andrew E. Clark,* CFP®
Vice President and Senior Financial Planner
(607) 244-9350 (Mobile)
(518) 587-2470
aclark@nbtbank.com

Bradley S. Eaton
Vice President and Investment Officer
(607) 797-3774
beaton@nbtbank.com

Scott E. Fiedler,* CRSP, AIF®, CFP®
Assistant Vice President and
Relationship Manager, Retirement Plans

(607) 373-0112 (Mobile)
(607) 337-6386
sfiedler@nbtbank.com

Sonja L. Hanselman
Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Michelle A. McCallion
Associate Financial Planner
(518) 673-3243, x1211
mmccallion@nbtbank.com

Ryan M. Namiotka*
Financial Consultant
(570) 371-7570 (Mobile)
(570) 698-6570
rnamiotka@nbtbank.com

Roberta J. Rocas, CTFA
Vice President and Relationship Manager, Financial Planning
(518) 495-6041 (Mobile)
(518) 673-3243, x1213
rrocas@nbtbank.com

Jill K. Singer*
Financial Consultant
(570) 504-6543 (Mobile)
(570) 278-1181
jsinger@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Administrator
(607) 337-6452
jstafford@nbtbank.com

Evan H. Walker,* CLU®, ChFC®
Vice President and Insurance Services Manager
(315) 250-3833 (Mobile)
(800) 626-6162
ewalker@nbtbank.com

James B. Antell, III,* CLU®, ChFC®, REBC
Vice President and Relationship Manager
(802) 343-0317 (Mobile)
(802) 318-9149
jantell@nbtbank.com

Heather M. Catello
Retirement Plan Administrator
(315) 366-3203
hcatello@nbtbank.com

Andrew E. Clark,* CFP®
Vice President and Senior Financial Planner
(607) 244-9350 (Mobile)
(518) 587-2470
aclark@nbtbank.com

Annmarie Deitrich, CFA®
Vice President and Investment Officer
(802) 318-9134
adeitrich@nbtbank.com

Jason T. Free*
Vice President and Managing Financial Consultant
(413) 854-4101 (Mobile)
(413) 243-4061
jfree@nbtbank.com

Sean P. Grattan,* CRPC®
Vice President and Financial Consultant
(802) 324-9256 (Mobile)
(802) 318-9126
sgrattan@nbtbank.com

Sonja L. Hanselman
Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Shannon Leclair
Trust Officer
(802) 318-9140
sleclair@nbtbank.com

Heather L. Lemon,* AAMS®, CRPC®, AIF®
Financial Consultant
(802) 343-9563 (Mobile)
(802) 318-9147
hlemon@nbtbank.com

Michelle A. McCallion
Associate Financial Planner
(518) 673-3243, x1211
mmccallion@nbtbank.com

Christopher M. Quintin,* CRPC®
Vice President and Regional Manager, Wealth & Institutional Services
(802) 324-8145 (Mobile)
(802) 318-9132
cquintin@nbtbank.com

Roberta J. Rocas, CTFA
Vice President and Relationship Manager, Financial Planning
(518) 495-6041 (Mobile)
(518) 673-3243, x1213
rrocas@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Administrator
(607) 337-6452
jstafford@nbtbank.com

Evan H. Walker,* CLU®, ChFC®
Vice President and Insurance Services Manager
(315) 250-3833 (Mobile)
(800) 626-6162
ewalker@nbtbank.com

Tim Brenner

Timothy L. Brenner
Executive Vice President and
President of Wealth Management

(607) 337-6113
tbrenner@nbtbank.com

Ken Entenmann

Kenneth J. Entenmann, CFA®
Senior Vice President,
Director of Trust Services and
Chief Investment Officer

(315) 475-5891
kentenmann@nbtbank.com

Brian Voss

Brian A. Voss*
Senior Vice President and
Director of Business Development

(607) 337-6031
bvoss@nbtbank.com

Tim Handy

Timothy J. Handy
Corporate Senior Vice President and
Chief Trust Officer

(607) 337-6191
thandy@nbtbank.com

Brian Page

Douglas J. Coggins, CRSP
Senior Vice President and
Retirement Plan Services Manager

(607) 337-6270
dcoggins@nbtbank.com

Dougas Coggins

Brian J. Page
Senior Vice President and
Wealth Management Controller

(607) 337-6258
bpage@nbtbank.com


*Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. NBT Bank, NBT Wealth Management and NBT Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured NBT Bank deposits and are not FDIC insured. These products are not obligations of NBT Bank and are not endorsed, recommended or guaranteed by NBT Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WV.


This link will take you from NBT Bank's website to a third-party location that is not controlled by NBT Bank. Please note that this new site may have a different policy on privacy, cookies, data collection and other user issues. NBT Bank does not monitor content on third-party websites and does not endorse and is not responsible for the content, guarantees, privacy policy, security, and products and services that are offered or expressed on them.

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