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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 聘请了三名新官员来支持不断壮大的信托部门
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.

纽约州米德尔敦/ACCESSWIRE/2023年11月29日/奥兰治县银行有限公司(以下简称 “公司”)(纳斯达克股票代码:OBT)的银行子公司奥兰治银行和信托公司(以下简称 “银行”)欣然宣布,其扩大的信托服务部增加了三名新高管:杰奎琳·韦默、莎丽塔·班达卡尔和加里·加内特。

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.

杰奎琳已加入银行信托服务部,担任弗农山第一副行长、信托官兼特殊需求信托和监护部经理。加里和杰奎琳一起在弗农山特殊需求部担任副总裁兼信托官。Sarita已加入该团队,担任位于纽约州歌珊的信托和遗产部的副总裁兼信托官。

"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."

奥兰治银行和信托公司总裁兼首席执行官迈克尔·吉尔费瑟说:“我们很高兴欢迎杰奎琳、萨丽塔和加里加入我们的团队。“他们在信托和遗产规划方面的综合技能以及特殊需求信托管理知识将补充我们敬业的信托团队,并在我们扩大这一不断增长的专业领域时为我们的努力提供支持。”

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.

杰奎琳从纽约市的Comerica银行来到该银行,她曾在那里担任特殊需求解决方案团队的副行长兼全国经理。她在复杂的SNT管理方面拥有丰富的经验,她的职业生涯主要集中在残疾人的信托和遗产规划上。她在管理个人信托账户方面也有丰富的经验。杰奎琳是法院任命的寄养系统儿童特别辩护律师,也是巴约讷医院Care Point Health董事会成员。

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是一位经验丰富的信托、遗产和资深律师。在加入该银行之前,她在哈德逊河谷从事法律工作超过十五年,并于2018年成立了Bhandarkar Law, P.C.在回到哈德逊河谷之前,她在曼哈顿的一家精品信托和房地产公司从事法律工作了几年。她拥有威廉玛丽学院法学院的法律学位和纽约法学院的税务法学硕士学位。Sarita目前是纽约州律师协会信托和遗产、老年法律和特殊需求分会的成员。萨里塔目前在奥兰治和沙利文社区基金会的董事会任职,也是哈德逊河谷房地产规划委员会的成员。

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是一位信托和房地产专业人士,在管理与高净值个人和家庭的关系方面拥有丰富的背景。在加入该银行之前,他曾在纽约市Comerica银行担任副行长兼信托顾问。他还曾在摩根士丹利担任信托官和美国律师协会招生高级董事。Garry 拥有圣约翰大学的硕士学位和图罗法学院的法律学位。

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.

该银行的信托服务部由两个部门组成——信托和遗产部门以及特殊需求信托(SNT)和监护部门。SNT团队与客户合作,管理残疾家庭成员的特殊需求信托和监护权,以保护和保留福利,同时提供资金以改善他们的生活质量。该团队与外部专业人员(包括来访护士服务、护理经理、律师和会计师)合作,提供解决方案。

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.

信托和遗产团队负责监督企业主、非营利组织和个人的信托和遗产规划。信托官员直接与客户的法律和会计顾问合作,评估传统的信托和遗产解决方案,管理信托以保存和保护资产,并制定退休计划。

About Orange County Bancorp Inc.

关于奥兰治县银行有限公司

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.

奥兰治县银行有限公司是奥兰治银行和信托公司和哈德逊河谷投资顾问公司的母公司。奥兰治银行和信托公司是一家独立银行,在130多年前由14位创始人创立了愿景。通过持续的创新以及对社区和商业客户的坚定承诺,它已发展到总资产25亿美元。哈德逊谷投资顾问公司是纽约州歌珊的注册投资顾问。它成立于1996年,并于2012年被该公司收购。近年来,Orange Bank & Trust在罗克兰、威彻斯特和布朗克斯区增加了分行。

Contact Info:

联系信息:

Candice Varetoni
AVP Marketing Officer
cvaretoni@orangebanktrust.com

坎蒂丝·瓦雷托尼
副总裁营销官
cvaretoni@orangebanktrust.com

SOURCE: Orange County Bancorp, Inc.

来源:奥兰治县银行有限公司


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