Peter Matthew Capozzola
Portefeuillebeheerder-Aandelen bij Chemung Canal Trust Co. (Investment Management)
Profiel
Mr. Peter M.
Capozzola, CFA MBA, is a Vice President & Senior Investment Officer at Chemung Canal Trust Co. He joined the firm in May of 2019.
He is a Board Member of Shelters of Saratoga and currently serves as its Treasurer.
Mr. Capozzola was most recently a Vice President with Glens Falls National Bank and President of North Country Investment Advisers.
Prior to Glens Falls National Bank, he held positions as a credit Analyst with Key Bank; Oppenheimer & Company and Smith Barney.
He is the past President of the JDRF Adirondack Chapter as well as former Board member of the Children’s Museum of Saratoga.
He earned an M.B.A in Portfolio and Investment Analysis from the Lubin graduate School of Pace University and is a graduate of the State University of New York at Oneonta with a B.A.
in Business-Economics.
He holds the Chartered Financial Analyst designation awarded by the CFA Institute.
Actieve functies van Peter Matthew Capozzola
| Bedrijven | Functie | Begin |
|---|---|---|
Chemung Canal Trust Co. (Investment Management)
 Chemung Canal Trust Co. (Investment Management) Investment ManagersFinance Chemung Canal Trust Co. (Investment Management) (CCTC-IM) is the investment management division of Chemung Canal Trust Co., a community bank headquartered in Elmira, New York. The firm is a subsidiary of Chemung Financial Corp. (NASDAQ: CHMG). CCTC-IM provides trust and investment services to individual, business and institutional clients. | Portefeuillebeheerder-Aandelen | 01-05-2019 |
Eerdere bekende functies van Peter Matthew Capozzola
| Bedrijven | Functie | Einde |
|---|---|---|
North Country Investment Advisers, Inc.
 North Country Investment Advisers, Inc. Investment ManagersFinance North Country Investment Advisers, Inc. (NCIA) is a registered investment advisor headquartered in Glens Falls, New York. The firm is a subsidiary of Glens Falls National Bank & Trust Co., which is owned by Arrow Financial Corp. (NASDAQ: AROW). NCIA provides investment advisory services to individual and institutional clients. | President | - |
Glens Falls National Bank & Trust Co.
 Glens Falls National Bank & Trust Co. Regional BanksFinance Founded in 1851, Glens Falls National Bank & Trust Co. is a subsidiary of Arrow Financial Corp. (NASDAQ: AROW), a New York corporation and bank holding company. Glens Falls National Bank & Trust offers access to a full range of investments including stocks, bonds, mutual funds and annuities through their partnership with LPL Financial, a registered broker/dealer. The firm manages a wide range of individual, institutional and charitable accounts, including: Personal and Charitable Trusts; Investment Management Accounts and IRAs; Pension, Profit-Sharing and 401(k) Plans; and Other Types of Retirement Plans. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Peter Matthew Capozzola
| The State University of New York | Undergraduate Degree |
| Pace University | Masters Business Admin |
Ervaring
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| Bedrijven in privébezit | 3 |
|---|---|
Glens Falls National Bank & Trust Co.
Glens Falls National Bank & Trust Co. Regional BanksFinance Founded in 1851, Glens Falls National Bank & Trust Co. is a subsidiary of Arrow Financial Corp. (NASDAQ: AROW), a New York corporation and bank holding company. Glens Falls National Bank & Trust offers access to a full range of investments including stocks, bonds, mutual funds and annuities through their partnership with LPL Financial, a registered broker/dealer. The firm manages a wide range of individual, institutional and charitable accounts, including: Personal and Charitable Trusts; Investment Management Accounts and IRAs; Pension, Profit-Sharing and 401(k) Plans; and Other Types of Retirement Plans. | Finance |
North Country Investment Advisers, Inc.
North Country Investment Advisers, Inc. Investment ManagersFinance North Country Investment Advisers, Inc. (NCIA) is a registered investment advisor headquartered in Glens Falls, New York. The firm is a subsidiary of Glens Falls National Bank & Trust Co., which is owned by Arrow Financial Corp. (NASDAQ: AROW). NCIA provides investment advisory services to individual and institutional clients. | Finance |
Chemung Canal Trust Co. (Investment Management)
Chemung Canal Trust Co. (Investment Management) Investment ManagersFinance Chemung Canal Trust Co. (Investment Management) (CCTC-IM) is the investment management division of Chemung Canal Trust Co., a community bank headquartered in Elmira, New York. The firm is a subsidiary of Chemung Financial Corp. (NASDAQ: CHMG). CCTC-IM provides trust and investment services to individual, business and institutional clients. | Finance |
