Category Archives: Personnel Briefs

Whiteman Osterman & Hanna LLP said Cynthia-Clare Tagoe has joined the firm as Of Counsel in its Intellectual Property and Technology Transfer, Privacy, Cybersecurity, and Information Management and Business, Corporate and Commercial practice groups. She will focus on intellectual property, mergers and acquisitions, commercial and technology transactions, data privacy and protection, risk management and subsidiary management.

Tagoe has more than two decades of experience advising global organizations on commercial transactions, intellectual property, compliance, technology matters and litigation. Most recently, she was vice president and general counsel at QSC, LLC, overseeing legal matters for the company’s global operations, including mergers and acquisitions, technology transactions, litigation, ethics and compliance, data privacy and protection and risk management.

She previously served as assistant general counsel at Lockheed Martin Corporation and spent more than a decade as senior corporate counsel at Caterpillar Inc.

Tagoe earned an MBA from the University of Chicago Booth School of Business, a J.D., cum laude, from Case Western Reserve University School of Law, and a B.S., summa cum laude, from Central State University. She is admitted to practice in New York and California and is also admitted before the U.S. Patent and Trademark Office.

Whiteman Osterman & Hanna LLP has more than 125 attorneys and has served public and private sector clients for 50 years across a range of practice areas, including intellectual property, cybersecurity and data privacy.

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The Arrow Family of Companies promoted Harry Kabalian and Amy Merchant to senior vice president roles on May 27, 2026.

Kabalian is senior vice president and director of financial planning and analysis and treasury. He has been with Arrow since 2019 and has more than 35 years of accounting experience, including 10 years in banking. A certified public accountant, he leads financial planning, analysis and budgeting and supports the company’s financial strategy and performance.

Merchant is senior vice president and director of employee total rewards. She recently marked 25 years with Arrow and has more than 35 years of human resources experience. She manages compensation, payroll, benefits, human resources information systems and leave management.

“Harry and Amy are exceptional leaders whose experience, dedication and commitment to our organization have made a meaningful impact on Arrow’s success,” said President and CEO Dave DeMarco.

Arrow Financial Corporation is headquartered in Glens Falls, New York, and is the parent of Arrow Bank National Association and Upstate Agency, LLC.

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Northern Insuring Agency, Inc. has added Chrystina Chaney to its Personal Insurance Division as a Retention Specialist Assistant in the company’s Glens Falls office.

Chaney joined the team in January and has obtained her NYS Insurance License. She and her husband live in Hudson Falls with their three children and pets.

“We’re excited to welcome Chrystina to the team,” said Melissa Kokofsky, manager of the Personal Insurance Division. “She brings years of face-to-face experience working with people from all walks of life, along with a strong commitment to providing exceptional service. We’re thrilled to have her on board.”

Northern Insuring Agency, Inc., founded in 1930, provides auto, home, business, life and health insurance, and employee benefits services.

Provided by Northern Insuring Agency, Inc.; edited for style and length.

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Arrow Bank National Association has hired Cara Schroeder as Assistant Vice President, Business Banking Relationship Manager.

In her new role, Schroeder will support small businesses by developing new relationships and strengthening existing ones with customized financial solutions. She will manage a portfolio of business customers, collaborate with internal partners to drive business growth and support retail teams across small business and business banking.

Schroeder has more than 20 years of banking experience. She began her career with TD Bank in 2004 and held roles including Teller, Head Teller, Customer Service Representative, Small Business Specialist and, most recently, SBA Business Development Associate.

A native of Averill Park, New York, Schroeder will support businesses throughout the region.

Arrow Bank National Association, part of the Arrow Family of Companies, is a commercial bank headquartered in Glens Falls, New York, serving eight counties in northeastern New York. It operates 38 banking offices and provides banking, wealth management and insurance services.

Provided by Arrow Bank National Association; edited for style and length.

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Northern Insuring Agency, Inc. is pleased to announce the addition of Chelsea Chaplin to our Business Insurance Division in the Glens Falls office.

Chelsea brings with her 14 years of experience in the insurance industry, along with a strong commitment to exceptional customer service. Her expertise and dedication make her a valuable addition to our team as we continue to provide trusted insurance solutions to our clients.

Please join us in welcoming Chelsea to Northern Insuring Agency!

Northern Insuring Agency, Inc., founded in 1930, specializes in Auto, Home, Business, Life & Health Insurance, and Employee Benefits services. 

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Whiteman Osterman & Hanna LLP has added Lori Sievers as a partner in its Health Care Practice, strengthening the firm’s growing focus on New York’s health care and long-term care sectors.

Sievers brings more than two decades of experience representing assisted living and home care providers across the state. Her background includes work on licensure matters, survey issues, regulatory compliance, Office of Medicaid Inspector General audit defense, policy development and change-of-owner transactions. The firm said her deep understanding of both assisted living law and daily facility operations allows her to develop practical, strategic solutions aligned with provider goals.

The firm’s Health Care Practice was launched nearly a year ago in response to the state’s rapidly changing health care landscape. Sievers’ experience and leadership within the assisted living community are expected to expand the firm’s ability to support providers statewide.

The Marques Law Firm, PLLC will open a new office in Clifton Park this June, expanding its presence in the Capital Region and enhancing access to its estate planning, tax, and probate services.

Founded by attorney Michael M. Marques, the firm focuses on helping clients protect generational wealth, navigate complex tax regulations, and plan for business continuity.Mr. Marques was recently named to the 2025 Elite Lawyer list and recognized as a Super Lawyers Rising Star.

Marques is a graduate of Assumption University and Albany Law School. His legal background includes roles at the New York State Attorney General’s Office, LaMarche Safranko Law and Kiepura & Associates, P.C.  Mr. Marques has recently expanded his firm across New York and Massachusetts, advising clients on advanced estate planning and tax matters.To learn more, visit www.marqueslawfirm.com.

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Whiteman Osterman & Hanna LLP,  has announced that Christian M. Coyne has joined the firm as of counsel in the Business, Corporate and Commercial Practice Group.

Coyne will advise clients throughout the business lifecycle, focusing on corporate structuring, equity and debt financing, fund formation and governance. Known for his strategic insight and practical approach, he is a trusted advisor to founders and investors in the emerging companies sector.

He brings nearly 10 years of experience representing a broad range of clients—from startups to global financial institutions—in complex transactions, including mergers and acquisitions, venture capital deals and general corporate matters. Prior to joining the firm, Coyne practiced in San Francisco, advising startups and growth-stage businesses. He previously served as counsel at O’Melveny & Myers LLP and as a senior associate at Hogan Lovells US LLP. He began his legal career at Cleary Gottlieb Steen & Hamilton LLP.

Coyne earned a Bachelor of Arts in philosophy, summa cum laude, from the University at Albany and a Juris Doctor from Duke University School of Law, where he served on the editorial board of the Duke Law Journal. He is admitted to practice in New York and California.

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NBT Bank has named Jill August as Treasury Management Payment Executive.

August brings extensive experience in growing commercial banking relationships, and delivering payment connectivity, integration and transformational solutions at large financial institutions.

Most recently, she served as treasury management sales executive/business development director for Wells Fargo Bank in Albany. There, she was responsible for relationship growth and new business development, collaborating with new and existing clients to strategically design their treasury management processes for current and future growth.

August holds a master’s degree in business and marketing from Northeastern University and a bachelor’s degree in history and French from Union College. Active in her community, she currently serves on the board of directors for the Regional Food Bank of Northeastern New York. August has also previously volunteered with several non-profit organizations, including Colonie Senior Services, the Colonie Youth Center, the Greater Loudonville Association, the Emma Willard Alumnae Association, and the Alzheimer’s Association.

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Whiteman Osterman & Hanna LLP, the Capital Region’s largest law firm, has announced that Noah L. Cone has joined the Firm as an Associate in the Family and Matrimonial Law Group. In his new role, Cone will assist in negotiating and litigating divorce, separation, premarital agreements, property divisions, child support, spousal support, custody, and adoption. 

 Prior to joining Whiteman Osterman & Hanna, Cone was an associate with Freeman Howard, P.C., assisting with litigation of matters spanning multiple areas of law. In addition, he assisted with arbitrations, depositions, foreclosure auctions, settlement negotiations, and client interviews.

Arrow Bank National Association is pleased to announce the appointment of Scott Duggleby as Senior Vice President, Director of Wealth Management. 

In his new role, Duggleby will oversee the wealth management division, bringing extensive leadership experience in sales, wealth management, retirement planning and retail brokerage to the Arrow team. 

“We’re excited to welcome Scott to Arrow Bank’s wealth management division,” said President and CEO Dave DeMarco. “His proven track record in wealth management, passion for community banking and growth mindset will strengthen our team and enhance our ability to serve clients across the region.”

Duggleby joins Arrow Bank, formerly named Glens Falls National Bank and Trust Company and Saratoga National Bank and Trust Company, from Community Bank, where he most recently served as Senior Vice President, Regional Sales Manager. In that role, he oversaw wealth management operations across New York, Vermont and Pennsylvania. During his career, he has developed expertise in practice management, advisor recruiting and operational excellence. His leadership will bring additional depth and strategic insight to the wealth management team of 30 employees that manages approximately $2 billion in assets.  

Duggleby earned a bachelor’s degree from the State University of New York at Oswego. He holds National Association of Securities Dealers (NASD) Series 6, 7, 24, 63 and 66 licenses and is Life and Health licensed in New York state. Active in his community, he served as board president and a board member on the Central Square Central School District Board in Oswego County for 12 years. As he relocates closer to the Glens Falls area, he plans to continue serving the community.

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