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Membership Directory - Investment Advisory Svce.

Please click on the member name to view their full profile.

1819 Fifth Avenue Troy, NY 12180
(518) 720-3333

We act as our clients' personal CFO and ensure that their overall financial goals are met responsibly, through comprehensive financial planning and active portfolio management. Our clients rely on us to coordinate and simplify their complex financial situations.

Latham, NY – April 20, 2026 – Community Resource Federal Credit Union (CRFCU) is pleased to announce the promotion of Jaye Jones to Chief Experience Officer (CXO). In this role, Jones will lead the credit union’s marketing, people & culture, and branch operations, ensuring a consistent and exceptional experience for both members and employees…
Latham, NY – April 20, 2026 – Community Resource Federal Credit Union (CRFCU) is proud to announce the promotion of Paige Angrisano to Chief Growth Officer (CGO). In this role, Angrisano will lead the credit union’s lending, business development, and community engagement strategies to drive sustainable growth and deepen member relationships.…
Theresa Reiser named Vice President of Employee Benefits to oversee the expanded division; acquisitions advance Pioneer’s More Than a Bank™ strategy Albany, NY – Pioneer (NASDAQ: PBFS), a leading financial institution in New York’s Capital Region, today announced an  expansion of its employee benefits business with the acquisitions of Reiser…