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Category Archives: Personnel Briefs

Personnel Briefs – May 2025

Posted onMay 22, 2025

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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Personnel Brief: April 2025

Posted onApril 21, 2025

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.

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Personnel Briefs: February 2025

Posted onFebruary 25, 2025

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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Personnel Briefs: December 2024*

Posted onDecember 16, 2024December 16, 2024

Whiteman Osterman & Hanna LLP, the Capital Region’s largest law firm, has announced that John B. Cannie has joined the firm as Of Counsel in the firm’s Environmental, Land Use & Development, and Real Estate Practice Groups.

Prior to joining Whiteman Osterman & Hanna, Mr. Cannie was an Associate at Snyder, Kiley, Toohey, Corbett & Cox LLP, where his practice focused on land use, zoning, and real estate development and transactional matters. He has represented clients in a variety of development projects, including residential, commercial, and public benefit initiatives, assisting with contract negotiations, securing government approvals, and finalizing transactions.

Mr. Cannie holds a Bachelor of Arts degree in Politics from Bates College and earned his Juris Doctor degree from the University of Kentucky College of Law in 2014.

Whiteman Osterman & Hanna LLP, the Capital Region’s largest law firm, has announced that John M. Czajka has joined the firm as partner and John F. Wirenius has joined as of counsel.

Czajka, who spent the last 15 years in New York State government service, most recently serving as General Counsel to the New York State Police, will join the Litigation and Government Relations practice groups. Wirenius is the immediate past Chair of the New York State Public Employment Relations Board and will join the Labor & Employment and Litigation practice groups.

Czajka, who has over 19 years of criminal and civil investigatory and litigation experience having served in various capacities in both the private and public sector, also brings to the firm extensive legislative and policy making experience as a former Albany County Assistant District Attorney, Assistant Counsel to the Governor, General Counsel of the NYS Division of Criminal Justice Services, and most recently as General Counsel of the New York State Police. While Counsel at the NYSP for the past five years, Czajka served as the chief legal officer responsible for providing legal and ethical advice to the NYSP Superintendent and the more than 4,000 sworn and non-sworn NYSP personnel. During his tenure with the Troopers, Czajka was also responsible for managing the drafting of proposed legislation, implementing policy and legislative initiatives, coordinating and managing all State Police involved litigation, managing labor and employment issues, and advising the agency and the Governor’s office on the legal, regulatory, administrative, and legislative matters facing the agency.

He is a graduate of Union College and in 2004 earned his law degree from Albany Law School and his MBA from Clarkson University. He is a resident of Guilderland.

Prior to joining Whiteman Osterman & Hanna’s Litigation and Labor and Employment practice groups, Wirenius served as the chair and presiding board member of the NYS Public Employment Relations Board, an independent neutral state agency that decides disputes involving the Public Employees’ Fair Employment Act, State Employment Relations Act, and Farm Laborers Fair Labor Practices Act. He also served as deputy chair and general counsel of the PERB, as deputy general counsel of the New York City Office of Collective Bargaining, and as associate counsel of New York State United Teachers.

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Personnel Briefs: October 2024

Posted onOctober 15, 2024

The Arrow Family of Companies has announced the promotion of Lisa Wichelns to Vice President, Branch Manager of the Saratoga main office for its subsidiary Saratoga National Bank and Trust Company.

Wichelns is responsible for overseeing the daily operations of the branch and meeting the financial needs of the community. She brings 18 years of financial services experience to Saratoga National Bank, most recently as West Avenue Branch Manager and previously in mortgage lending and bank management.

Wichelns is a member of the Saratoga Economic Development Corporation and volunteers for the American Red Cross Adirondack Saratoga Chapter. She is a graduate of the Saratoga County Chamber of Commerce Executive Institute and is a former board member of the Stillwater Community Center.

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Isabella Ronda and Erica Riekert, have joined Franklin Community Center’s Project Lift program as Family Outreach Coordinators. Both will play vital roles in prevention-based afterschool program within the Saratoga Springs City School District.

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Personnel Briefs: September 2024

Posted onSeptember 17, 2024

Empire State University has announced that Charles Infurna, Ed.D., has been appointed as the 2024-25 PRODiG+ (Promoting Recruitment, Opportunity, Diversity, Inclusion and Growth) Fellow. 

This fellowship is part of the State University of New York (SUNY) initiative to increase the number of underrepresented faculty and allies selected for tenure-track positions. While at SUNY Empire, Infurna will serve as visiting assistant professor in the Department of Educational Studies.

Infurna most recently served as principal of North Hornell Elementary School. He also has more than a decade of experience coaching track and field throwing events at colleges throughout New York state. Infurna has also served as an associate at the University of Rochester Children’s Institute, where he conducted research on the self-efficacy of preschool teachers, classroom quality measures, student outcomes, and coach-athlete relationships, including psychological dynamics that influence athletic performance and wellbeing.

Infurna holds a bachelor’s degree in childhood education and a graduate degree in curriculum and instruction from SUNY Fredonia. He earned his doctor of education degree in executive leadership at St. John Fisher University.

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Christopher R. Dowd, president and CEO of Ballston Spa National Bank (BSNB), has announced that Pamela J. Montpelier has joined the bank as senior vice president, growth and experience officer.

Ms. Montpelier is a highly skilled banking professional with more than three decades working in the industry. Most recently she served as strategic sales director for Generations Gold Inc., a financial services company that provides financial institutions with strategies for deposit acquisition and revenue growth. 

Prior to her position at Generations Gold, Ms. Montpelier served as president & CEO/chairperson of the Bank Board of Strata Bank, a respected Massachusetts-based community bank with eight locations that was acquired by Middlesex Savings Bank in 2008 as part of a strategic consolidation.

In her new role, Ms. Montpelier will be responsible for overseeing three of the bank’s divisions, Retail Banking, Marketing and Wealth Management Solutions, providing cross-functional leadership to direct new business growth, product enhancements and rollouts and initiate community engagement programs.

She has also received several awards and accolades for her work. She was named “Most Powerful Woman in Banking” by U.S. Banker Magazine, ranking #13 of the top 25 female bankers in the US in 2005 and one of the magazine’s “25 Women to Watch” in 2006, and was United Chamber of Commerce’s “Businessperson of the Year” in 2004 for outstanding service to the community.

Ms. Montpelier resides in Ballston Spa. 

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Personnel Briefs: August 2024

Posted onAugust 13, 2024

Roohan Realty has announced that Peggy King has joined the team as a licensed real estate salesperson.

After a long career in the insurance industry, Ms. King is transitioning into the dynamic world of real estate. With a wealth of experience and a passion for customer service, she is poised to bring a fresh perspective and unparalleled dedication to the real estate industry. 

Having spent 24 years working for State Farm, she has perfected her skills in customer relations, negotiation, and financial analysis – all invaluable assets in the realm of real estate transactions. Her background ensures that clients will receive comprehensive support and expert guidance throughout their buying or selling journey.

Ms. King was born and raised in Tennessee and studied voice performance at Wesleyan College in Macon, Georgia. Since becoming a Saratoga County resident 28 years ago, she has become very active in the local theater community.

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Julie & Co. Realty has announced that Nicole Buck is the newest member of their brokerage in Saratoga Springs.

Buck was born and raised in Saratoga Springs, and returned home to raise her three children. 

She returned to the workforce, first at the Saratoga Senior Center then at Skidmore College. 

She is an active volunteer in the community and enjoys spending time playing pickleball, golf, and hiking local trails. 

She holds a B.S. in Chemistry from Boston College and an MBA from the University of Central Florida.

As a long-time resident of Saratoga Springs, she possesses an in-depth understanding of the local neighborhoods, schools, amenities, and market trends.

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Personnel Briefs: June 2024

Posted onJune 6, 2024

Fenimore Asset Management, an independent, Capital Region-based investment advisory firm, has added Richard Heim and Jonathan Moran to the firm’s  team.

“Rick” Heim has been appointed senior relationship manager. He is a Malta resident and offers more than 25 years of investment industry experience. He customizes and curates portfolios for individual and institutional investors to help them achieve their financial goals. 

“We are very pleased to have Rick join Fenimore,” said Kevin Smith, director of private client services. “His experience, knowledge, and commitment to serving investors with excellence underscores our mission. He is a valued addition to the team.” 

Prior to joining Fenimore, Heim was a vice president and financial consultant with Charles Schwab for more than 15 years and a financial consultant with AXA Advisors. He earned a bachelor’s degree in business management from Green Mountain College.

As director, Moran informs and educates financial professionals about Fenimore’s investment solutions.

“Jonathan’s experience working with financial advisors will allow him to be a vital contributor to our third-party distribution and service team,” said CEO Anne Putnam. “His dedication to developing long-term relationships to assist advisor allocations reinforces Fenimore’s approach.”

Moran held various positions with Lazard Asset Management and The Ayco Company before joining Fenimore. He is an Accredited Investment Fiduciary (AIF®). 

A Niskayuna native, he is involved in the community and holds a bachelor’s degree in finance from Siena College.

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Personal Brief: May 2024

Posted onMay 13, 2024

NBT Bank has promoted April Ulrich to the new position of Private Bank Regional Executive.

In her role, Ulrich will serve as the primary point of contact for NBT’s Private Bank customers, working closely to identify and deliver custom financial solutions aligned with their complex needs. NBT Private Bank is a new program that caters to the unique banking needs of high-net-worth clients, including a personalized bundle of banking products and services, along with the current NBT Wealth Management solutions.

Ulrich joined NBT in 2022 as Vice President and Agricultural Banking Relationship Manager, where she provided credit and banking solutions to farmers and agribusiness. Her previous roles in banking include area retail leader, relationship manager, loan officer and federal bank examiner. 

Ulrich is also active in the community: she is Vice President and board member of Trinity Alliance of the Capital Region, which provides services and programs to support individuals and families in need in the Capital Region, and served on the steering committee for the Capital Region Chamber of Commerce’s Leadership Tech Valley program. She is a past recipient of the “Champion of the Year” award from the U.S. Small Business Administration’s New York District Office.

Ulrich holds a bachelor’s degree in economics and management and a master’s degree in business administration from the State University of New York at Albany

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Personnel Briefs: April 2024

Posted onApril 17, 2024

Saratoga Springs’ own Opera Saratoga has elected four new members to its Board in preparation for the 2024 summer season, and under the leadership of General and Artistic Director, Mary Birnbaum.

New board members include: Saratoga Springs Commissioner of Public Works Jason Golub; Supervising Judge of the Supreme Court in the Third Judicial District, Hon. Christina Ryba; local business owner and musician Derek Stannard; and, president and CEO of Empire Media Network, Abby Tegnalia. 

“It is tremendously exciting to have these four new members joining our board,” says Board President Steve Rosenblum. “All community leaders in the Capital Region, each new member brings a valuable perspective and talent to our leadership team. I am looking forward to working with them as we continue to take Opera Saratoga forward.”

Those interested in learning more about Opera Saratoga’s 2024 season, its board, or wish to become involved, may visit www.operasaratoga.org or contact Managing Director Amanda Robie at arobie@operasaratoga.org.

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Since joining NBC affiliate WNYT News Channel 13 in 1990, Elaine Houston grew to be an impactful and influential member of the news media for more than three decades. Post-retirement, Houston’s next chapter will begin with the Business for Good team, which she joined April 1. An Emmy award-winning reporter, Houston’s aptitude for highlighting social justice issues and stories strongly aligns with Business for Good’s mission.

“Elaine’s renowned career speaks volumes about the robust and vibrant content she will develop for Business for Good,” said BFG co-Founder, Ed Mitzen. “Through the years, her writing and reporting have not only informed people, but educated people. We are honored and excited to have Elaine join our team.”

Houston earned a doctorate degree in executive leadership and social justice from St. John Fisher University, a Master of Arts degree in international women’s studies from State of New York, Empire State University, and a Bachelor of Science degree in journalism from Southern Illinois University, Carbondale. 

Throughout her career, Houston was recognized with numerous community and journalism awards. According to Mitzen, her decades of impactful storytelling will be an asset, as she works to highlight Business of Good’s family of companies and the amazing entrepreneurs in the communities with which BFG has worked.

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