RIA Intelligence

PARTNERS TRUST BANK TRUST DEPARTMENT

CRD #124394 SEC #801-61645 BINGHAMTON, NY 607-779-2517
SEC Registered
Total AUM
$346.2M
Discretionary
$260.6M
Employees
10
Clients
101
Accounts
354

Firm Details

Organization Type
Other (specify) (SID - DEPARTMENT WITHIN PARTNERS TRUST BANK)
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 28, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
AHERN, JOSEPH, WILLIAMIVP, REGIONAL TRUST MANAGERNA Control
AHERN, JOSEPH, WILLIAMIVP, REGIONAL TRUST MANAGERNA Control
AHERN, JOSEPH, WILLIAMIVP, TRUST OFFICERNA Control
AHERN, JOSEPH, WILLIAMIVP, REGIONAL TRUST MANAGERNA Control
ALLEN, ROBERT, W.IDIRECTORS TRUST COMMITTEENA Control
ALLEN, ROBERT, W.IDIRECTORS TRUST COMMITTEENA Control
ALLEN, ROBERT, W.IDIRECTORS TRUST COMMITTEENA Control
BLYTHE, CHRISTINEIVP & TRUST OFFICERNA Control
BLYTHE, CHRISTINEIVP & TRUST OFFICERNA Control
BLYTHE, CHRISTINEIVP & TRUST OFFICERNA Control
CALLAHAN, RICHARD, F.ISVP, CHIEF RETAIL BANKING OFFICERNA Control
CALLAHAN, RICHARD, F.ISVP, RETAIL BANKINGNA Control
CALLAHAN, RICHARD, F.ISVP, SALES & MARKETINGNA Control
CALLAHAN, RICHARD, F.ISVP, RETAIL BANKINGNA Control
COVERT, STEVEN, A.ISENIOR EVP, CHIEF OPERATING OFFICERNA Control
COVERT, STEVEN, A.IEVP / COO / CFONA Control
COVERT, STEVEN, A.IEVP / CFONA Control
COVERT, STEVEN, A.IEVP / COO / CFONA Control
CRAINE, WILLIAM, C.IDIRECTORS TRUST COMMITTEENA Control
CRAINE, WILLIAM, C.IDIRECTORS TRUST COMMITTEENA Control
CRAINE, WILLIAM, C.IDIRECTORS TRUST COMMITTEENA Control
DISTIN, LESLIE, JAMESIVP & ADMINISTRATIVE TRUST OFFICERNA Control
DISTIN, LESLIE, JAMESIVP & ADMINISTRATIVE TRUST OFFICERNA Control
DISTIN, LESLIE, JAMESIVP & ADMINISTRATIVE TRUST OFFICERNA Control
HERRMANN, ROBERT, E.IVP, TRUST INVESTMENT OFFICERNA Control
HERRMANN, ROBERT, E.IVP, TRUST INVESTMENT OFFICERNA Control
HERRMANN, ROBERT, E.IVP, INVESTMENT OFFICERNA Control
HERRMANN, ROBERT, E.IVP, TRUST INVESTMENT OFFICERNA Control
JOHNSON, DOUGLAS, R.ISVP, SENIOR TRUST OFFICERNA Control
JOHNSON, DOUGLAS, R.IVP & SENIOR TRUST OFFICERNA Control
JOHNSON, DOUGLAS, R.IVP & SENIOR TRUST OFFICERNA Control
KELLEY, PAMELA, A.IVP & TRUST OFFICERNA Control
KELLEY, PAMELA, A.IVP & TRUST OFFICERNA Control
KELLEY, PAMELA, A.IVP & TRUST OFFICERNA Control
LOUGHRIDGE, CHRISTOPHER, B.IVP, TRUST INVESTMENT OFFICERNA Control
LOUGHRIDGE, CHRISTOPHER, B.IVP, TRUST INVESTMENT OFFICERNA Control
LOUGHRIDGE, CHRISTOPHER, B.IVP, TRUST INVESTMENT OFFICERNA Control
MAILEN, GARYIAVP - TRUST COMPLIANCE OFFICER/CCONA Control
MAILEN, GARYIAVP - TRUST COMPLIANCE OFFICER/CCONA Control
MAILEN, GARYIAVP - TRUST COMPLIANCE OFFICER/CCONA Control
MORH, J., DANIELISVP/CFONA Control
O'TOOLE, DANIEL, J.IEVP - CHIEF CREDIT OFFICERNA Control
O'TOOLE, DANIEL, J.ISVP - SENIOR CREDIT OFFICERNA Control
O'TOOLE, DANIEL, J.ISVP - SENIOR CREDIT OFFICERNA Control
PETRONIO, ALBERT, FREDERICKIVP / TRUST OFFICERNA Control
RICHARD, GRIFFITHIDIRECTORS TRUST COMMITTEENA Control
RICHARD, GRIFFITHIDIRECTORS TRUST COMMITTEENA Control
RICHARD, GRIFFITHIDIRECTORS TRUST COMMITTEENA Control
ROBERT, GRIFFITHIDIRECTOR - TRUST COMMITTEENA Control
SEVERS, CAROL, A.IVP, TRUST INVESTMENT OFFICERNA Control
SEVERS, CAROL, A.IVP, TRUST INVESTMENT OFFICERNA Control
SEVERS, CAROL, A.IVP, TRUST INVESTMENT OFFICERNA Control
SHARP, HOWARDIEVPNA Control
WILCZYNSKI, SANDRA, A.IVP, HUMAN RESOURCESNA Control
ZAPISEK, JOHN, R.IDIRECTORS TRUST COMMITTEENA Control
ZAPISEK, JOHN, R.IDIRECTORS TRUST COMMITTEENA Control
ZAPISEK, JOHN, R.IDIRECTOR, TRUST COMMITTENA Control
ZAPISEK, JOHN, R.IDIRECTORS TRUST COMMITTEENA Control
ZAWADZKI, JOHN, AIPRESIDENT & CEO, DIRECTORS TRUST COMMITTEENA Control
ZAWADZKI, JOHN, AIPRESIDENT & CEO, DIRECTORS TRUST COMMITTEENA Control
ZAWADZKI, JOHN, AIPRESIDENT & CEO, TRUST COMMITTEENA Control
ZAWADZKI, JOHN, AIPRESIDENT & CEO, DIRECTORS TRUST COMMITTEENA Control
PARTNERS TRUST FINANCIAL GROUP, INC.DEOWNERE Control
PARTNERS TRUST FINANCIAL GROUP, INC.DEOWNERE Control
PARTNERS TRUST FINANCIAL GROUP, INC.DEOWNERE Control
PARTNERS TRUST FINANCIAL GROUP, INC.DESHAREHOLDERD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
PARTNERS TRUST, MHCDEPARTNERS TRUST FINANCIAL GROUP, INC.D Control

Registrations

Federal

IA
Oct 28, 2005 REGISTERED

Notice Filings (21)

AZ CA CO CT FL GA MA MD MN MT NC NH NJ NY OH PA RI SC TN TX VA

Address

68 EXCHANGE STREET
BINGHAMTON, NY 13901
USA
Phone: 607-779-2517