checkAd

     265  0 Kommentare Courier Capital, LLC Promotes James E. Iglewski to President, Thomas J. Hanlon to Executive Vice President of Wealth Management and Co-Chief Investment Officer - Seite 2

    “Courier Capital’s boutique, client-centric approach and commitment to research-driven independent guidance are what attracted me to this firm. I’m honored to have the opportunity to support its continued growth and, more importantly, the long-term financial success of our clients,” commented Mr. Iglewski.

    Mr. Hanlon joined the firm in 2005. Prior to that, he served as a Vice President, Senior Portfolio Manager and Regional Manager for M&T Bank’s Private Client Services and as a Vice President and Senior Portfolio Manager with HSBC Bank, USA. Mr. Hanlon holds a B.S. degree in Business Management from Canisius College and earned his M.B.A. in Finance from the State University of New York at Buffalo.

    Mr. Iglewski joined the firm in July 2022 after more than two decades in private banking with several large U.S. banks. Prior to joining Courier Capital, Mr. Iglewski served as Western New York Market Executive with Key Private Bank from 2017 through 2022. Earlier in his career, he worked at U.S. Trust, Bank of America, Fleet Bank, M&T Bank and HSBC. Mr. Iglewski earned his B.A. in Economics from State University of New York at Buffalo and his M.B.A. in Finance from Canisius College.

    In addition to Mr. Iglewski and Mr. Hanlon, other members of Courier Capital’s leadership team include:

    • Executive Vice President and Senior Portfolio Manager William H. Gurney
    • Senior Managing Director, Retirement Services Rebecca L. Westervelt AIF
    • Senior Managing Director, Institutional Services Jason M. Stronz
    • Co-Chief Investment Officer and Senior Portfolio Manager Steven A. Gattuso, CFA, CFP, CMA
    • Senior Director of Operations Heather L. Wisinski

    As one of the largest registered investment advisory firms in Western New York with assets under management of approximately $2.7 billion, Courier Capital provides customized investment management, financial planning and consulting services to individuals and families, businesses, institutions, non-profits and retirement plans. Learn more at www.couriercapital.com.

    About Financial Institutions, Inc. and Courier Capital, LLC
    Financial Institutions, Inc. (NASDAQ: FISI) is an innovative financial holding company with approximately $6.1 billion in assets offering banking, insurance and wealth management products and services through a network of subsidiaries. Its Five Star Bank subsidiary provides consumer and commercial banking and lending services to individuals, municipalities and businesses throughout Western and Central New York and its Mid-Atlantic commercial loan production office serves the Baltimore and Washington, D.C. region. SDN Insurance Agency, LLC provides a broad range of insurance services to personal and business clients, while Courier Capital, LLC offers customized investment management, financial planning and consulting services to individuals and families, businesses, institutions, non-profits and retirement plans. Learn more at five-starbank.com and FISI-investors.com.

    Seite 2 von 3



    globenewswire
    0 Follower
    Autor folgen

    Verfasst von globenewswire
    Courier Capital, LLC Promotes James E. Iglewski to President, Thomas J. Hanlon to Executive Vice President of Wealth Management and Co-Chief Investment Officer - Seite 2 New leadership structure supports the continued growth of the Five Star Bank affiliate, which is now one of the largest registered investment advisory and wealth management firms in Western New YorkBUFFALO, N.Y., Oct. 24, 2023 (GLOBE NEWSWIRE) - …