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Orange Bank & Trust Hires Three New Officers to Support Growing Trust Division

Orange Bank & Trust Hires Three New Officers to Support Growing Trust Division

Orange Bank & Trust 聘請了三名新官員來支持不斷壯大的信託部門
Accesswire ·  2023/11/29 03:30

MIDDLETOWN, NY / ACCESSWIRE / November 29, 2023 / Orange Bank & Trust Company (the "Bank"), the banking subsidiary of Orange County Bancorp, Inc. (the "Company") (Nasdaq:OBT), is pleased to announce the addition of three new officers to its expanding Trust Services Division: Jacqueline Weimmer, Sarita Bhandarkar and Garry Garnet.

紐約州米德爾敦/ACCESSWIRE/2023年11月29日/奧蘭治縣銀行有限公司(以下簡稱 “公司”)(納斯達克股票代碼:OBT)的銀行子公司奧蘭治銀行和信託公司(以下簡稱 “銀行”)欣然宣佈,其擴大的信託服務部增加了三名新高管:傑奎琳·韋默、莎麗塔·班達卡爾和加里·加內特。

Jacqueline has joined the Bank's Trust Services Division as First Vice President, Trust Officer, and Manager of the Special Needs Trust and Guardianship Department in Mount Vernon. Garry joins Jacqueline in the Mount Vernon Special Needs Department as Vice President and Trust Officer. Sarita has joined the team as Vice President and Trust Officer in the Trust and Estates Department located in Goshen, NY.

傑奎琳已加入銀行信託服務部,擔任弗農山第一副行長、信託官兼特殊需求信託和監護部經理。加里和傑奎琳一起在弗農山特殊需求部擔任副總裁兼信託官。Sarita已加入該團隊,擔任位於紐約州歌珊的信託和遺產部的副總裁兼信託官。

"We are delighted to welcome Jacqueline, Sarita and Garry to our team," said Michael Gilfeather, President and CEO of Orange Bank & Trust Company. "Their combined skills in trusts and estate planning, and knowledge of Special Needs Trust administration, will complement our dedicated Trust team and support our efforts as we expand this growing area of expertise."

奧蘭治銀行和信託公司總裁兼首席執行官邁克爾·吉爾費瑟說:“我們很高興歡迎傑奎琳、薩麗塔和加里加入我們的團隊。“他們在信託和遺產規劃方面的綜合技能以及特殊需求信託管理知識將補充我們敬業的信託團隊,並在我們擴大這一不斷增長的專業領域時爲我們的努力提供支持。”

Jacqueline comes to the Bank from Comerica Bank in New York City, where she was Vice President and National Manager of the Special Needs Solutions Team. She has extensive experience with the intricacies of SNT administration, and has focused her career on trust and estate planning for individuals with disabilities. She also has broad experience in managing personal trust accounts. Jacqueline is a court-appointed Special Advocate for children in the foster care system and sits on the board of Care Point Health at Bayonne Hospital.

傑奎琳從紐約市的Comerica銀行來到該銀行,她曾在那裏擔任特殊需求解決方案團隊的副行長兼全國經理。她在複雜的SNT管理方面擁有豐富的經驗,她的職業生涯主要集中在殘疾人的信託和遺產規劃上。她在管理個人信託賬戶方面也有豐富的經驗。傑奎琳是法院任命的寄養系統兒童特別辯護律師,也是巴約訥醫院Care Point Health董事會成員。

Sarita is an experienced trust, estate, and elder law attorney. Prior to joining the Bank, she practiced law in the Hudson Valley for over fifteen years, establishing Bhandarkar Law, P.C. in 2018. Before returning to the Hudson Valley, she practiced law for several years at a boutique trust and estate firm in Manhattan. She holds a law degree from the College of William and Mary School of Law and an LL.M. in Taxation from New York Law School. Sarita is presently a member of the Trusts and Estates and Elder Law and Special Needs sections of the New York State Bar Association. Sarita presently serves on the board of the Community Foundation of Orange and Sullivan and is a member of the Hudson Valley Estate Planning Council.

Sarita是一位經驗豐富的信託、遺產和資深律師。在加入該銀行之前,她在哈德遜河谷從事法律工作超過十五年,並於2018年成立了Bhandarkar Law, P.C.在回到哈德遜河谷之前,她在曼哈頓的一家精品信託和房地產公司從事法律工作了幾年。她擁有威廉瑪麗學院法學院的法律學位和紐約法學院的稅務法學碩士學位。Sarita目前是紐約州律師協會信託和遺產、老年法律和特殊需求分會的成員。薩里塔目前在奧蘭治和沙利文社區基金會的董事會任職,也是哈德遜河谷房地產規劃委員會的成員。

Garry is a trust and estate professional with an extensive background in managing relationships with high-net-worth individuals and families. Prior to joining the Bank, he was Vice President and Trust Advisor at Comerica Bank in New York City. He also was a Trust Officer at Morgan Stanley and the Senior Director of Admissions for the American Law Society. Garry earned a master's degree from St. John's University and a law degree from Touro Law School.

Garry是一位信託和房地產專業人士,在管理與高淨值個人和家庭的關係方面擁有豐富的背景。在加入該銀行之前,他曾在紐約市Comerica銀行擔任副行長兼信託顧問。他還曾在摩根士丹利擔任信託官和美國律師協會招生高級董事。Garry 擁有聖約翰大學的碩士學位和圖羅法學院的法律學位。

The Bank's Trust Services Division comprises two departments - Trusts and Estates and Special Needs Trusts (SNT) and Guardianships. The SNT team works with clients to administer special needs trusts and guardianships for family members with disabilities to protect and preserve benefits, while providing funds to improve their quality of life. The team works with outside professionals including visiting nurse services, care managers, attorneys and accountants to provide solutions.

該銀行的信託服務部由兩個部門組成——信託和遺產部門以及特殊需求信託(SNT)和監護部門。SNT團隊與客戶合作,管理殘疾家庭成員的特殊需求信託和監護權,以保護和保留福利,同時提供資金以改善他們的生活質量。該團隊與外部專業人員(包括來訪護士服務、護理經理、律師和會計師)合作,提供解決方案。

The Trust and Estates team oversees trust and estate planning for business owners, nonprofit organizations and individuals. Trust officers work directly with clients' legal and accounting advisers to evaluate traditional trust and estate solutions, administer trusts to preserve and protect assets, and plan for retirement.

信託和遺產團隊負責監督企業主、非營利組織和個人的信託和遺產規劃。信託官員直接與客戶的法律和會計顧問合作,評估傳統的信託和遺產解決方案,管理信託以保存和保護資產,並制定退休計劃。

About Orange County Bancorp Inc.

關於奧蘭治縣銀行有限公司

Orange County Bancorp, Inc. is the parent company of Orange Bank & Trust Company and Hudson Valley Investment Advisors, Inc. Orange Bank & Trust Company is an independent bank that began with the vision of 14 founders over 130 years ago. It has grown through ongoing innovation and an unwavering commitment to its community and business clientele to 2.5 billion in total assets. Hudson Valley Investment Advisors, Inc. is a Registered Investment Advisor in Goshen, NY. It was founded in 1996 and was acquired by the Company in 2012. In recent years, Orange Bank & Trust has added branches in Rockland, Westchester and the Bronx.

奧蘭治縣銀行有限公司是奧蘭治銀行和信託公司和哈德遜河谷投資顧問公司的母公司。奧蘭治銀行和信託公司是一家獨立銀行,在130多年前由14位創始人創立了願景。通過持續的創新以及對社區和商業客戶的堅定承諾,它已發展到總資產25億美元。哈德遜谷投資顧問公司是紐約州歌珊的註冊投資顧問。它成立於1996年,並於2012年被該公司收購。近年來,Orange Bank & Trust在羅克蘭、威徹斯特和布朗克斯區增加了分行。

Contact Info:

聯繫信息:

Candice Varetoni
AVP Marketing Officer
cvaretoni@orangebanktrust.com

坎蒂絲·瓦雷託尼
副總裁營銷官
cvaretoni@orangebanktrust.com

SOURCE: Orange County Bancorp, Inc.

來源:奧蘭治縣銀行有限公司


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