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SARATOGA SPRINGS, NY (April 18, 2019) – Wealth Management Director of Business Development Mickey Orta announced the bank has hired James Brown as an Investment Officer. He is based at ’s Saratoga Springs Office.
Brown has nearly 30 years of experience in the financial services industry. Prior to joining , he was a relationship manager for Bank of America’s private wealth management firm, U.S. Trust.
“We are thrilled to have James on our team of experienced investment professionals,” said Orta. “He brings a wealth of knowledge on investment strategies that will benefit our customers.”
A resident of Latham, Brown earned his bachelor’s degree in Business Administration from St. Michael’s College. He is a graduate of the New York Bankers Association’s Fiduciary Investment School and completed the Advanced Consultative Sales Training Program at the Cannon Financial Institute.
About Wealth Management and
Wealth Management is a division of and a provider of financial services and consulting to individuals and businesses and organizations of all sizes. is a full-service community bank serving customers from a network of 150 locations in six states, including New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, and Maine. The bank and its parent company, Bancorp, are headquartered in Norwich, NY. Bancorp had assets of $9.6 billion as of December 31, 2018 and is traded on the Nasdaq Global Select Market under the symbol B.
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