Category Archives: Personnel Briefs

The Adirondack Trust Co. announced it has named Bobbi Jo Lucas as senior vice president, chief retail banking officer.

Lucas joined the bank in April and is responsible for the administration, growth, and efficient operation of the bank’s retail network, including oversight of the bank’s 14 branches in Saratoga and Warren counties.

Prior to joining Adirondack Trust, Lucas’s 30-year career focused on retail banking and management. With more than 14 years of leadership at Fifth Third Bank, she provided direction to 82 financial centers across six regions in eastern Michigan. 

During her tenure there, she also played a lead role in retail staff recruitment, hiring, and development.

Lucas earned her bachelor’s degree in business administration from Kaplan University, and a business diploma from the Center for Banking Education. 

She has served as an executive board member for the Boy Scouts of America—Water and Woods Council; committee co-chair for the Flint Institute of Art’s Art on Tap Event; past president of the Genesee Valley Rotary; board member for the Genesis Hospital Foundation, and more. 

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NBT Bank has named Ruth Mahoney as regional president for the Capital District and North Country. 

Mahoney will assume this new position in addition to her role as executive vice president and president of wealth management with responsibility for NBT’s brokerage, trust, investment and corporate retirement services businesses.

The bank also announced that David Krupski, who has served as regional president for NBT since 2012, is being promoted to chief of staff for NBT’s Commercial Banking Division. 

In this new enterprise-wide position, Krupski will provide executive leadership for new lending initiatives and expansion efforts in addition to overseeing NBT’s agricultural lending and Pennsylvania commercial banking portfolios.

Mahoney joined NBT in August 2021 and has more than 30 years of industry experience, including wealth management, private banking, retail banking and regional leadership. She serves as co-chair of the Regional Economic Development Council, as immediate past chair for the Capital Region Chamber of Commerce, and as a board member for Albany College of Pharmacy, Albany Medical Center Health System and New York State Teachers’ Retirement System.

Krupski has over 35 years of experience in banking and joined NBT in 2004. A resident of Clifton Park, he currently serves on the board of directors for the Rensselaer County Regional Chamber of Commerce and formerly held board positions with The United Way of the Greater Capital Region and the Center for Economic Growth (CEG).

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Michael Spaulding has joined the NBT Insurance Agency as vice president of retail-personal insurance.

Spaulding is a member of the NBT Insurance leadership team and will lead the expansion of the Agency’s Retail-Personal Insurance Division. He brings more than 25 years of experience to his new position, including leadership positions in sales, underwriting and operations. 

He comes to NBT Insurance from Travelers Insurance Companies where he most recently served as Eastern New York state regional sales director.

The vice president of retail-personal insurance is a new position at the agency, intended to drive growth in our current and expanding footprint, the company said.

 Spaulding is part of the expanding team of insurance professionals based at NBT Bank’s Saratoga Springs location. 

Currently a board member of Big Brother Big Sisters of the Southern Adirondacks, Spaulding previously volunteered as a youth sports coach in the Queensbury area where he resides with his family.

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Saratoga Hospital has named Kristin Mosher director of marketing and communications, responsible for internal and external communications at all hospital locations. 

 She also will play a key communications role for the Albany Med Health System. In addition to Saratoga Hospital, the system includes Albany Medical Center Hospital, Albany Medical College, Columbia Memorial Health, Glens Falls Hospital and the Visiting Nurses Association of Albany.

 Mosher, of Ballston Spa, joined Saratoga Hospital in 2016 to head its digital marketing efforts. She dramatically increased the hospital’s social media presence, oversaw the redevelopment of 10 websites under the Saratoga Hospital umbrella, and took on the day-to-day management of the marketing and communications department.

Mosher came to Saratoga Hospital from WEGO Health, now part of the social health company Health Union. She holds a bachelor’s degree from Bryant University in Rhode Island and certifications in digital, mobile, online, content and inbound marketing.

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Sterling Manor Financial announces the addition of Gina Sherman, as executive administrative assistant. 

Sherman has nearly 30-years of experience.

 The firm undertook an extensive search process, combing through more than 100 resumes to fill the position. With an administrative assistant certificate from Mildred Elley Business School, she also holds a paralegal certificate. 

She is a longtime resident of Saratoga Springs.

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The Adirondack Regional Chamber of Commerce (ARCC) announces that Tricia Rogers has been promoted to vice president of membership and community engagement. 

Rogers has acted as the membership director since September of 2016, bringing in new members and maintaining relationships within the business community.

She serves on the board for the Tri-County United Way, Warren Washington Association for Mental Health, and the Glens Falls Civic Center Foundation.She also won the second annual Dancing with the Adirondack Stars competition hosted by Community, Work & Independence Inc. (CWI).

Rogers lives in Hudson Falls.

Debra A. Verni recently joined Rowlands, LeBrou, & Griesmer, PLLC bringing more than 20 years’ experience in the practice of elder law, long-term care and estate tax planning, asset protection, and estate administration. 

Verni graduated from Syracuse University College of Law with a juris doctorate degree concentrating in tax and estate law in 2001. She graduated from Cazenovia College with a Bachelor of Professional Studies in business management in 1998. 

She is a member of the Trusts & Estates and Elder Law & Special Needs planning sections of the New York State Bar Association, and member of the National Academy of Elder Law Attorneys. She is also a board member for the Estate Planning Council of Eastern NY. 

Verni practices law in the Saratoga and Latham offices, and frequently lectures on estate and medicaid planning issues.

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Capital Bank, a division of Chemung Canal Trust Company, announced that Tracey L. Wardwell, assistant vice president and Saratoga County retail manager, was named 2021 Banker of the Year by Pursuit Community Finance, formerly known as NYBDC.  

The award, presented to Wardwell by Pursuit Vice President Nicole Scribner, recognizes outstanding dedication to the small business community.

Wardwell joined the company in 2018 and currently oversees Capital Bank’s branch offices in Clifton Park and Wilton. 

Wardwell graduated with a Bachelor of Science in Business, with a concentration in finance and a minor in economics, from St. John Fisher College in Rochester.

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Arrow Financial Corp. has promoted named executive officers David S. DeMarco, David D. Kaiser, Edward J. Campanella and Andrew J. Wise to senior executive vice presidents of Arrow and its subsidiary banks as a reflection of the company’s strong operational and financial performance.

Each will continue in their primary roles overseeing the management of critical functions for Arrow, Glens Falls National Bank and Trust Co. and Saratoga  National Bank and Trust Co.

In addition to serving as chief banking officer of Arrow and Glens Falls National Bank,  DeMarco is president and CEO of Saratoga National Bank and Trust Co.

Campanella continues as treasurer and chief financial officer, Kaiser continues as chief credit officer, and Wise continues as chief operating officer, each for Arrow and its two banks.

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Charles R. Smith, chairman of the board of First New York  Federal Credit Union, was recognized with the National Association of Credit Union Chairmen’s  2021 Eugene Ball Award during the 45th annual Chair’s Roundtable Forum in Denver, Colo. 

Smith was elected as board chairman of First New York Federal Credit Union in 1990. Soon after, he become involved with the National Association of Credit Union Chairmen (NACUC) and began attending the Chair’s Roundtable Forums. In 1998, he was elected to NACUC’s board of directors serving as Chairman from 2003 to 2007.

Smith has served with First New York Federal Credit Union for more than 50 years beginning as a volunteer field rep. Before he was elected to the board of directors in 1984, he served on the  supervisory committee. Smith spent more than 25 years as an educator and school principal in  the Schenectady City School District.

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Michael R. Testa, CRPS, the principal/senior financial advisor of Tailored Wealth Solutions in Saratoga Springs has been ranked in the top 50 Forbes Financial Security Professionals.

Testa made the list at number 49 with a total Value of Policies at $415 million.

He has been in the financial industry for 16 years. His services for helping families and business owners organize their finances and keep their financial goals long term is just part of what he does. Testa utilizes his resources with the Tailored Wealth Solutions firm to provide the right solutions for clients.

His areas of concentration include personal retirement planning, business succession/ exit planning, comprehensive asset management, insurance protection/ wealth transfer planning, education planning and investment portfolio construction.

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Saratoga Hospital has named Daniel Madden director of environmental services. 

The hospital also promoted Sarah Bunzey of Hadley to director of women’s health services. 

He brings extensive experience managing healthcare environmental services operations, most recently as director of environmental services at Ellis Medicine in Schenectady.

Previously, Madden served as a regional director of operations and regional manager for Crothall Healthcare, which provides environmental and other core support services to hospitals and healthcare systems. In those roles, he oversaw environmental services for 21 upstate New York healthcare institutions.

 Madden has a Bachelor of Science degree in biology from Guilford College in North Carolina and an Associate of Applied Science in public health technology/environmental science from Hudson Valley Community College. He lives in Saratoga Springs.

Bunzey has worked at the hospital since 2004, most recently as a clinical coordinator in women’s health services.

She began her Saratoga Hospital career as a hospice nurse on a medical/surgical floor. Two years later, Bunzey joined women’s health services as a labor and delivery nurse. She has worked in perinatal nursing ever since.

 Bunzey has an associate degree from SUNY Adirondack and a bachelor’s degree in nursing from Western Governor’s University in Salt Lake City. She is certified in inpatient obstetric nursing, electronic fetal monitoring and as a lactation counselor.

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First New York Federal Credit Union announced that Michael McGuire has joined its team as the vice president of IT operations and support services.

McGuire will provide oversight of the credit union transactional process systems, support member services to include core processing, real estate and commercial lending, debit and credit card services, and electronic services. He will also be responsible for timely completion and accuracy of operational and project related tasks and functions.

He will work to ensure complete and accurate maintenance of documentation, procedures, logs, reports and monitor processes to ensure desired results and performance. He will assist with refinement of current systems and processes, and develop a familiarity of knowledge network structure, security, and technical processes and interfaces.

His experience includes Northeast Association Management as director of technical operations, and the Whitney Young Health Center as the chief information officer.

McGuire received his Bachelor in Science in Information Technology and Management from Rensselaer Polytechnic Institute.

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Dr. David Mobarek and Dr. Yasmin Mohamed have joined Saratoga Hospital Medical Group Primary Care – Wilton. The practice now has 14 providers who see patients of all ages.

Also, Dr. Jennifer Bayron, a fellowship-trained breast surgeon, has joined Saratoga Hospital Center for Breast Care.

Mobarek came to Saratoga Hospital after a residency in family medicine at Ellis Medicine in Schenectady. A graduate of New York’s Stony Brook University, Mobarek earned his medical degree from American University of Antigua College of Medicine. He is board certified by the American Board of Family Medicine.

Prior to joining Saratoga Hospital, Mohamed practiced family medicine for five years at Northwell Health on Long Island, where she also served as a regional medical director.

Dr. Riju Banerjee has joined Saratoga Hospital Medical Group – Cardiology. He is one of 11 providers in the growing practice.

Also, Dr. Meghan Monthie and Dr. Bernard P. Possidente have joined Saratoga Hospital Medical Group Primary Care – Scotia-Glenville.

A graduate of the Icahn School of Medicine at Mount Sinai, Banerjee completed an internship and residency at Rutgers New Jersey Medical School and a cardiology fellowship at Albany Medical Center. He is board certified by the American Board of Internal Medicine, the National Board of Echocardiography and the Certification Board of Nuclear Cardiology.

Banerjee is a member of the American College of Cardiology. He sees patients at Saratoga Hospital Medical Group – Cardiology at 254 Church St.

He also provides cardiology consultation to inpatients and outpatients at Nathan Littauer Hospital in Gloversville. This service is provided by agreement with Saratoga Hospital in its capacity as an affiliate of the Albany Med Health System.

Flatley Read Inc., an environmental and community development services firm based in Schuylerville, hired Colin McKnight as director of community development programs.

McKnight, formerly the deputy director of the New York State Rural Housing Coalition, will be working with small municipalities across New York state on issues such as affordable housing, historic preservation and other challenges to thriving, vital neighborhoods. 

A graduate of the College of St. Rose and Hudson Valley Community College, McKnight is a HUD-Certified HOME Program trainer/compliance reviewer, a NeighborWorks-certified homebuyer group educator, and an experienced trainer and technical assistance provider in affordable housing development and preservation, economic development, and Main Street Revitalization.  

He has worked with the Housing Assistance Council of Washington, D.C. on assessment and capacity-building work for HUD grantees in California, Wisconsin and Indiana. 

McKnight has assisted communities to secure funding for historic preservation projects, tourism facilities, multifamily housing projects, single family rehabilitation, and nursing home expansion. He has also taught grant writing to community volunteers in partnership with USDA Rural Development.

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NBT Bank announced Mark Sidoti has joined the company as a community banker.

He is based at the NBT office located at 295 Broadway in Saratoga Springs.

As community banker, Sidoti will be responsible for managing customer relationships and serving as a financial partner for the Saratoga Springs and Glens Falls region.

Sidoti brings more than 30 years of business development and sales experience in the telecommunications, payroll, outsourcing, and employee benefits industries.

An active member of the community, he serves as the treasurer of the Glens Falls Civic Center Foundation board, and as an ambassador for the Adirondack Regional Chamber of Commerce and the Saratoga County Chamber of Commerce.

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Upstate Agency LLC announced that Kevin Rucinski recently joined the team as commercial lines practice leader.

Rucinski will be responsible for the management, leadership and growth of the commercial lines division, including oversight of day-to-day operations, projects and profitability goals. He will develop and execute both strategic and tactical plans to ensure long-term success, client retention and growth of the commercial lines practice.

Rucinski brings more than 14 years of insurance experience in the greater Capital Region to the company.

He is certified through the International Risk Management Institute (IRMI) as a construction risk insurance specialist (CRIS), and through the National Underwriter Company as a commercial lines coverage specialist (CLCS). He is licensed with the New York State Department of Financial Services as a property and casualty insurance agent/broker.

He holds a Bachelor of Science degree from Roger Williams University in Bristol, R.I. He currently lives in Wilton.

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