Sandy W Conde

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

315-786-4203 | Email
315-788-6964

Sandy began his career in 1968. He has been helping individuals and institutions make objective investment decisions through a wide variety of historic events and situations for many years. He graduated from Colgate University with a Bachelor of Arts degree in history.

William J. Tremont

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

315-786-4204 | Email

Prior to moving back home to Watertown in 2001, Bill worked as a Financial Consultant with UBS Paine Webber. He graduated with a Bachelor of Science degree in business economics and finance from Oneonta State University. Bill is an Investment Advisor Representative in New York State and maintains Series 7 and 66 licenses as well as life and long-term care.

Janet Sears

Senior Registered Client Associate

315-786-4205 | Email
315-788-6964

  • 18 years banking and financial experience
  • Notary Public
  • Series 7, 63 & 65 registration