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People news: Menter, Rudin & Trivelpiece names Bennett shareholder
SYRACUSE, N.Y. — Menter, Rudin & Trivelpiece, P.C. recently announced that Teresa M. Bennett has become a shareholder of the law firm. Bennett is a
Peters & Associates, CPAs combines with Utica accounting firm
SYRACUSE — Peters & Associates, CPAs, P.C., a Syracuse–based accounting firm, has recently expanded its footprint in the Utica market through a merger with Moore & Hart, CPAs. The Syracuse firm didn’t release any financial terms of the merger agreement, which became official on Oct. 16. Peters & Associates has operated a satellite
OVIA acquires Banach Insurance Agency
OSWEGO, N.Y. — Oswego Valley Insurance Agencies, LLC (OVIA) has announced the acquisition of Banach Insurance Agency of Pulaski, effective Jan. 1. OVIA didn’t release
TCAD prefers “homegrown” economic gardening
ITHACA — “TCAD (Tompkins County Area Development) doesn’t spend a lot of time trying to attract new businesses to the area,” avers Michael Stamm, president of the economic-development agency. “Our focus is primarily on developing homegrown businesses. We have a very large base of entrepreneurs and tech businesses supported by a strong higher-education community. [It’s
Community Foundation of Herkimer & Oneida Counties gives $16,500 grant to SEMC Foundation
UTICA, N.Y. — The Community Foundation of Herkimer & Oneida Counties, Inc. (The Foundation) recently awarded a $16,500 grant to the St. Elizabeth Medical Center
Marathon Financial Advisors merges with Koenig & Selzer
DeWITT, N.Y. — Marathon Financial Advisors, Inc. has recently merged with Koenig & Selzer Asset Management Group. Marathon Financial didn’t release any financial terms in a news release announcing the deal. Marathon Financial Advisors operates at 6316 Fly Road in DeWitt. The Koenig & Selzer firm previously was located at 134 Stanwood Lane in Manlius,
Columbian Financial Group promotes Fosbury to president
BINGHAMTON, N.Y. — Columbian Financial Group announced it has promoted Michael Fosbury to president, effective on Jan. 1. Fosbury will assume the president’s role from Thomas Rattmann, who remains Columbian Financial’s chairman & CEO. Besides the promotion, Fosbury has also been elected to Columbian’s board of directors, according to a news release the company issued
Haylor, Freyer & Coon CEO joins Cazenovia College Board of Trustees
CAZENOVIA, N.Y. — James D. Freyer, Jr., CEO of insurance agency Haylor, Freyer & Coon, Inc., has joined Cazenovia College’s Board of Trustees. In this
Strategic Financial tops $1B in assets under management
UTICA — In 2013, Alan R. Leist, III told this reporter, “Our goal is to hit $1 billion in assets within two years. Mission accomplished, says the managing partner and a principal at Strategic Financial Services, Inc. headquartered in Utica. On Oct. 29 of this year, Strategic Financial’s assets under management (AUM) hit $1.03
Eastern Shore Associates Insurance expands its Fulton headquarters office
FULTON — Eastern Shore Associates Insurance (ESA) recently added 2,500 square feet of office space to its headquarters in Fulton. The new space at 100 Cayuga St. adds to the firm’s current offices at 101 and 102 Cayuga St. ESA — which works with more than 30 insurance carriers to offer personal, commercial, public
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