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Fiduciarys in New York

Fiduciarys in Syracuse, NY

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26 results found

James Lavaute Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Co-Editor • Editor • Copy Desk Chief • Associate Editor • Writing and Editing Professional • Writer and Editor • Copy Editor • Editing Professional • Editorial Assistant • Presenter • Recognition • Supporting Member • Speaker • Butler • Team Member • Spokesperson • Representative • Personal Care Aide • Government Administration Officer • Civil Servant • Chief Executive

Experience & Education

Office:
Blitman & King LLP
443 North Franklin Street, Syracuse, NY 13204
Phone:
(315) 422-7111 (Phone)
Specialties:
Alternative Dispute Resolution, Benefits Litigation
ISLN:
905598428
Admitted:
1973, New York, 1975, U.S. District Court, Northern District of New York
Biography:
With over 35 years of experience, James R. LaVaute is at the forefront of representing private and...
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David Holstein Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Bousquet Holstein PLLC
110 West Fayette Street, Suite 900, Syracuse, NY 13202
Phone:
(315) 701-6301 (Phone), (315) 423-2890 (Fax)
Specialties:
Agricultural Law, Business Law
ISLN:
906400829
Admitted:
1976, New York, 1981, Florida
Biography:
Member, Harvard Legal Aid Bureau, 1973-1975. Member, Estate Planning Council of Central New York....
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Daniel Kornfeld Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive

Experience & Education

Office:
Blitman & King LLP
443 North Franklin Street, Syracuse, NY 13204
Phone:
(315) 422-7111 (Phone)
Specialties:
Benefits Litigation, Fiduciary Responsibility & Investments
ISLN:
914042974
Admitted:
1998, Maryland, 1999, District of Columbia
Biography:
Daniel Kornfeld provides advice to clients on a broad range of employee benefits and labor law...
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Jennifer Clark Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Jurist • Legal Counsel • Construction • Chairperson • Chief Executive

Experience & Education

Office:
Blitman & King LLP
443 North Franklin Street, Syracuse, NY 13204
Phone:
(315) 422-7111 (Phone)
Specialties:
Benefits Litigation, Fiduciary Responsibility & Investments
ISLN:
908364396
Admitted:
1982, New York, U.S. District Court for the Northern, Western and Southern Districts of New York
Biography:
With over 25 years of litigation experience, Jennifer A. Clark is highly regarded for her body of ...
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Charles Blitman Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Blitman & King LLP
443 North Franklin Street, Syracuse, NY 13204
Phone:
(315) 422-7111 (Phone)
Specialties:
Alternative Dispute Resolution, Benefits Litigation
ISLN:
908973659
Admitted:
1970, New York, 1999, Massachusetts
Biography:
Speaker: September, 2000, International Foundation of Employee Benefit Plans Collections Procedure...
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Michael Daum Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Executive Compensation • Chief Executive • Fisher • Public Address Announcer • Communications Equipment Operator • Nurse • Nurse Practitioner

Experience & Education

Office:
Blitman & King LLP
443 North Franklin Street, Syracuse, NY 13204
Phone:
(315) 422-7111 (Phone), (315) 243-3199 (Cell), (315) 471-2623 (Fax)
Specialties:
Benefits Litigation, Employment & Severance Agreements
ISLN:
921895212
Admitted:
2012, New York
Biography:
Michael R. Daum counsels employee benefit plans with regard to a variety of legal issues under...
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Alicia Calagiovanni Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Costello Cooney & Fearon, PLLC
500 Plum Street, Suite 300, Syracuse, NY 13204
Phone:
(315) 422-1152 (Phone)
Specialties:
Estate Planning, Medicaid Planning
ISLN:
908603952
Admitted:
1978, New York, U.S. Tax Court
Biography:
Confidential Law Clerk to Hon. Richard N. Donovan, New York State Supreme Court Justice, 1977-1979. ...
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Janet Callahan Syracuse, NY

Professions & Specialties

Law Clerk • Associate Justice • Fiduciary • Lawyers • Judicial Law Clerk • Trust Law Attorney • Managing Partner • Partner • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager • Master of Science • Doctor of Medicine • Construction • Representative • Police • Recognition • Investigator • Volunteer • Non-Profit • Animal Doctor • Animal Care Giver • Animal Caretaker • Junior High School Principal • School Administrator • Educational Manager

Experience & Education

Office:
Hancock Estabrook, LLP
100 Madison Street, Syracuse, NY 13202
Phone:
(315) 565-4500 (Phone)
Specialties:
Appellate, Litigation
ISLN:
908594946
Admitted:
1981, New York, United States Court of Appeals (Second Circuit)
Biography:
Janet D. Callahan is the Firm's Managing Partner. She was elected to the position in June 2010...
Full Profile

Monica Heath Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Security • Survivor • Reality Show

Experience & Education

Office:
Blitman & King LLP
443 North Franklin Street, Syracuse, NY 13204
Phone:
(315) 422-7111 (Phone)
Specialties:
Benefits Litigation, Health & Welfare Plans
ISLN:
906593439
Admitted:
1982, Georgia and U.S. District Court, Southern District of Georgia, 1984, U.S. District Court, Northern District of New York and U.S. Court of Appeals, Eleventh Circuit
Biography:
With approximately 30 years of experience, Monica R. Heath concentrates her practices on the...
Full Profile

Jonathan Cerrito Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager

Experience & Education

Office:
Blitman & King LLP
443 North Franklin Street, Syracuse, NY 13204
Phone:
(212) 710-3004 (Phone)
Specialties:
ERISA Fiduciaries on the Investment of Plan Assets, Reporting and Disclosure
ISLN:
919012309
Admitted:
2003, Connecticut, 2004, New York
Biography:
Jonathan M. Cerrito counsels sponsors of multiemployer and single-employer plans, companies,...
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Mohamed Hereba Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Accounting Clerk • Tax Consultant • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Controller • Non-Profit • Analyst • Business Administrator • Analysts • Clerical Specialist • Master of Business Administration • Bachelor of Science • Construction Administrator • Construction Manager • Student Worker • Operations Manager

Experience & Education

Position:
Staff Accountant at Hall & Dettor LLP
Title:
Staff Accountant at Hall & Dettor, LLP
Location:
Syracuse, New York Area
Industry:
Accounting
Work history:
Hall & Dettor LLP - Fayetteville, New YorkStaff Accountantsince Oct 2012Lee E. Kalin & Associates - Syracuse, New York AreaSenior Tax ConsultantJan 2012 - Oct 2012
Skills:
Accounting, Tax, Operations Management, Risk Management, Construction Management
Full Profile

Valerie Hamlet Syracuse, NY

Professions & Specialties

Paralegal • Litigation Support Specialist • Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Independent Contractor • Contractor • Independent Business Owners

Experience & Education

Position:
Tax Manager at Dermody, Burke & Brown, CPAs, LLC
Title:
Dermody, Burke & Brown, CPAs, LLC, Tax Manager
Location:
Syracuse, New York Area
Industry:
Accounting
Work history:
Dermody, Burke & Brown, CPAs, LLC Tax Managersince May 2010Estate Paralegal Services Sole ProprietorOct 2001 - May 2010
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Bradford Adams Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Financial Officer • Operations Manager • Business Administrator • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice-President & Portfolio Manager at NBT Bank
Title:
Vice-President & Portfolio Manager at NBT Financial Group
Location:
Syracuse, New York
Industry:
Investment Management
Work history:
NBT Bank - Syracuse, New YorkVice-President & Portfolio Managersince Aug 1994Fleet Bank, NA - Hartford, Connecticut AreaCommercial LendingJun 1991 - Aug 1994
Skills:
Wealth Management, Portfolio Management, Asset Management, Investments, Asset Allocation, 401k,...
Full Profile

G. Hatfield Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Executive • Operations Manager • Certified Public Accountant • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Business Administrator

Experience & Education

Position:
President at G. William Hatfield CPA PC
Title:
President, G. William Hatfield CPA PC
Location:
Syracuse, New York Area
Industry:
Accounting
Work history:
G. William Hatfield CPA PC Presidentsince Sep 1975Carlton C Shay CPA PC Sr Staff AccountantJul 1972 - Sep 1975
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Doug Hill Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Chief Administrative Officer • Operations Manager • Chief Executive • Adjunct Instructor • Lecturer • Postsecondary Teacher • Computational Scientist • Computer Scientists • Mathematics • Mathematician • Technical Managers • Project Managers

Experience & Education

Position:
Adjunct Instructor, Mathematics & Computer Science at Le Moyne College, Director of...
Title:
Director of Administrative Systems at Le Moyne College
Location:
Syracuse, New York Area
Industry:
Higher Education
Work history:
Le Moyne College - Syracuse, New YorkAdjunct Instructor, Mathematics & Computer Sciencesince Aug 2011Le Moyne College - Syracuse, New YorkDirector of Administrative Systemssince Oct 2008
Skills:
Project Management, Consulting, Microsoft Technologies, Technology Integration, Business Process...
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Philip Zaccheo Syracuse, NY

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Psychologist • Chief Administrative Officer • Chief Executive • Food service • Philanthrope • Non-Profit • Psychology Specialist

Experience & Education

Position:
Member at Bond, Schoeneck & King, PLLC
Title:
Member and Co-Chair of Higher Education Practice Group at Bond, Schoeneck & King, PLLC
Location:
Syracuse, New York Area
Industry:
Law Practice
Work history:
Bond, Schoeneck & King, PLLC Membersince Sep 1992
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Myla Bseirani Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Accountant • Chairperson • Chief Executive

Experience & Education

Position:
Accountant/President at MB Accounting & Tax Services, Inc.
Location:
Syracuse, New York Area
Industry:
Accounting
Work history:
MB Accounting & Tax Services, Inc. - Cicero and Jamesville, New YorkAccountant/Presidentsince Oct 2008
Certifications:
IRS Registered Tax Return Preparer
NATP member
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Felix Melendez Syracuse, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Mortgage Loan Officer • Mortgage Specialist • Loan Officers • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Partner • Chief Executive • Customer Service • Client Service Officer • Sales Representative • Buyer and Seller • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Mortgage Consultant at M & T Bank, Senior Mortgage Advisor at KeyBank
Title:
Senior Mortgage Loan Officer with M & T Bank
Location:
Syracuse, New York Area
Industry:
Banking
Work history:
M & T Bank Senior Mortgage Consultantsince May 2013KeyBank Senior Mortgage Advisorsince Jan 2006
I diligently followed my fiduciary duties as their agent and tried to get m..
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Rapheal Hamilton Syracuse, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Controlling Specialist • Controller • Army Major • Business Administrator • Doctor of Philosophy • Operations Manager • Accounting Bookkeeper • Bookkeeper • Master of Business Administration

Experience & Education

Position:
MAJ at US Army, Student at Syracuse University
Title:
US Army Comptroller
Location:
Syracuse, New York Area
Industry:
Military
Work history:
US Army MAJSyracuse University Studentsince Aug 2009
fiduciary
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Anthony Farella Syracuse, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Chairperson • Board Member • Operations Manager • Chief Executive • Management Team Executive • School Principal • School Administrator • Educational Manager • Puchasing and Estimating Manager • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Rockbridge Investment Management, Member, Board of Managers at YMCA of Greater...
Title:
Fee Only Financial Planner and Investment Manager
Location:
Syracuse, New York Area
Industry:
Investment Management
Work history:
Rockbridge Investment Management - Syracuse, NYPrincipalsince Jan 2008YMCA of Greater Syracuse - Syracuse, New York AreaMember, Board of Managerssince Aug 2011
Skills:
Asset Management, Financial Planning, Retirement Planning, Strategic Financial Planning, Asset...
Focus on Fiduciary
Full Profile

Theodore Sarenski Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive Officer • Owner • Chairperson • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Presenter • Financial Manager • Non-Profit • Puchasing and Estimating Manager • Financial Services Sales Agent

Experience & Education

Position:
President/CEO at Blue Ocean Strategic Capital, LLC
Title:
CEO, Owner - Blue Ocean Strategic Capital, LLC
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Blue Ocean Strategic Capital, LLC President/CEOsince Jan 2010AICPA PFP Cnference Presenter Presenter2002 - 2010
Skills:
Personal Financial Planning and Investment Management on a fee only basis, CPA/PFS - one of the...
Full Profile

Mark Modzeleski Syracuse, NY

Professions & Specialties

Trust Law Attorney • Lawyers • Representative • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Psychology Specialist

Experience & Education

Position:
Partner at G2, LLC, Partner at The Voss Group, Registered Representative at New England Financial
Title:
Financial Representative
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
G2, LLC Partnersince Jan 2013The Voss Group Partnersince Jan 2011
Accredited Investment Fiduciary,AIF,
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Paul Cusano Syracuse, NY

Professions & Specialties

Lawyers • Chairperson • Chief Executive Officer • Partner • Chief Executive • Corporate Executive • Visionary • Planner • Computer Software Professional • Software Developers • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
President/CEO at SourceOne Systems
Location:
Syracuse, New York Area
Industry:
Computer Software
Work history:
SourceOne Systems - Syracuse, NYPresident/CEOsince Jan 2000Grimaldi Associates CPA PC - Syracuse, NYPrincipalMay 1990 - Dec 1999
fiduciary and individual income tax returns using..
Full Profile

Elizabeth Hartnett Syracuse, NY

Professions & Specialties

Law Specialist • Lawyers • Trust Law Attorney • Partner • Chief Executive • Hunter • Property Manager • Real Estate Manager

Experience & Education

Position:
Partner at Mackenzie Hughes LLP
Location:
Syracuse, New York Area
Industry:
Law Practice
Work history:
Mackenzie Hughes LLP Partnersince Jun 2004Hunter and Hartnett - Syracuse New YorkPartner1976 - 1994
Skills:
Estate Planning, Private Foundations, Trusts, Succession Planning, Charitable Giving, Investments,...
Fiduciary
Full Profile

Zhuangzi Du Syracuse, NY

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • MS Office • Director • Operations Manager • Apprentice • Secretary • Student Worker • Master of Science

Experience & Education

Work

Company:
Syracuse poster project
Accounting & tax assistant
Company:
Cooperative federal credit union
Financial analysis & accounting assistant

Skills

Computer Proficient in MS Office (Excel, Word, PowerPoint, Visio, Access, and Project), ACL Audit...
Full Profile

Kelly Musico Raleigh, NC

Professions & Specialties

Trust Law Attorney • Lawyers • Chairperson • Chief Executive • Pension Administrator • Compensations and Benefits • Operations Manager

Experience & Education

Position:
President at MVP Plan Administrators, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
MVP Plan Administrators, Inc. Presidentsince Sep 2001Green & Seifter - Syracuse NYPension AdministratorJan 1991 - Oct 1995
Independent Fiduciary Guild
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Fiduciarys near Syracuse, NY01FultonLiverpool


Fiduciarys around Syracuse, NY

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Liverpool  (1)

Fiduciarys in New York

Sub-specializations

Executor  (4)
Fiduciary  (26)