Skip to main content
Enter search terms below…

Member News

John M. Shartrand, CAP COM Financial Services Program Manager, Honored As A "2019 Program Manager of the Year" By LPL Financial



John M. Shartrand, CAP COM Financial Services program manager at CAP COM FCU, was recently honored as a 2019 Program Manager of the Year by LPL Financial, a leader in the retail financial advice market and the leading independent broker/dealer* serving banks and credit unions. Shartrand leads CAP COM Financial Services (CCFS), which focuses on helping members with their financial life management.

Shartrand and CAP COM Financial Services were selected from over 240 LPL Financial programs to be honored as a Top Investment Program, based on the investment/wealth management program’s display of innovation, change leadership and execution through partnership.

“John has done a remarkable job demonstrating his leadership and commitment to helping clients and members gain access to valuable objective financial advice,” said Arthur Osman, LPL Financial executive vice president, Institution Services Business Consulting. “We are proud to partner with John and CAP COM FCU, and applaud the work they do to make a difference in their member’s financial lives and build value for the services the credit union provides.”

“At CAP COM FCU we have a purpose to benefit every member, every time, every day and I have attempted to honor that purpose since joining CAP COM in 1995. Being recognized as a Top Program by LPL is an honor that we feel is a reflection of our clients and our team’s success!” stated Shartrand. “When we are recognized and celebrate our team’s achievement I like to refer to a quote by Director John Huston, ‘I relieve myself from the rigors of directing by casting the movie correctly.’ At CCFS, we have a great cast and crew and I’m fortunate to be part of an outstanding team and great organization!”

LPL Financial is the nation’s leading provider of third-party investment services to banks and credit unions, offering insurance and investment services to over 800 banks and credit unions nationwide**. LPL provides personalized support, a robust, integrated technology platform, investment solutions and practice management resources that enable the delivery of objective financial advice.

Securities offered through LPL Financial, Member FINRA/SIPC. Financial planning and insurance services offered through CAP COM Financial Services, LLC, a Registered Investment Advisor. CAP COM Financial Services and CAP COM Federal Credit Union are not registered broker dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured CAP COM Federal Credit Union deposits and are not NCUA insured. These products are not obligations of CAP COM Federal Credit Union and are not endorsed, recommended or guaranteed by CAP COM Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Hudson Valley Community College’s Viking Child Care Center has received an annual grant of $121,000 for up to four years that will be used for tuition subsidies for low-income families in the daycare center. The center provides care for children ages 6 weeks to 5 years and serves parents attending the college as well as community parents. The…
The members of the City of Schenectady Employees Federal Credit Union (CSEFCU) approved a merger with CAP COM Federal Credit Union (CAP COM) at a special member meeting previously held. This is CAP COM’s second merger of 2019, following Postal Employees of Troy Federal Credit Union earlier this year. CSEFCU is located at 105 Jay Street, in City…
Fenimore Asset Management, the investment advisor to FAM Funds, announces that John Fox has been promoted to Chief Executive Officer (CEO) while maintaining his position as Chief Investment Officer (CIO). As part of the firm’s succession plan, Fenimore’s Founder, Tom Putnam, will shift his attention to a broader strategic role as Executive…
Dec
08
Attend the Northeast's largest, free holiday festival. With more than 100 entertainers, there is something for everyone! Join in the merriment as the…
11 a.m. - 5 p.m.
Dec
17
We’re giving thanks for our members by offering an exciting contest for two members to win customized Chamber marketing packages valued at $1,500 each! It…
Register By 12 p.m. on December 17, 2019
Dec
18
Join the festivities at our most popular and final NetworkingPlus event of 2019. Get connected, develop leads and build relationships at this fast-paced…
11:30 a.m. Check-in & Luncheon; 12 - 1:15 p.m. Networking