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People on the Move

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Mary Rouse

HUNT Real Estate has announced the appointment of Mary Rouse as regional VP for its Central New York region. Rouse, who has been with HUNT

Colette Thompson

Helio Health has appointed Colette Thompson as chief human resources officer. She has been with Helio Health for 11 years. During her time with the

Daniel Belfield

AmeriCU has announced the promotion of Daniel Belfield to VP, general counsel. With extensive experience in both private practice and corporate settings, he brings invaluable

Heather Reed

Key Private Bank has promoted Heather Reed to VP and relationship manager. In her new role, Reed will work directly with the local Key Private

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Max Berkovich

Strategic Financial Services has named Max Berkovich portfolio manager and new partner. He is a seasoned investment professional with a strong track record in developing

Timothy P. Murphy

Hancock Estabrook, LLP announced that Timothy P. Murphy, managing partner, has been named co-chair of the New York State Bar Association’s Upstate Dispute Resolution Practitioner’s

Katy Heintz

Katy Heintz, chief growth officer at Strategic Financial Services, has been named partner. Heintz joined the firm in 2021 to lead the marketing and business-development

Marc Barraco

Mohawk Valley EDGE has hired Marc Barraco as senior VP of economic development. Marc works in government affairs and project management capacities and updates the

Greg Tedone

Greg Tedone, CPFA, ARPC has been named a partner at Strategic Financial Services. He joined the firm in 2022 to head its growing retirement-plan consulting

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