![Peter Matthew Capozzola](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Peter M.
Capozzola, CFA MBA, is a Vice President & Senior Investment Officer at Chemung Canal Trust Co. He joined the firm in May of 2019.
He is a Board Member of Shelters of Saratoga and currently serves as its Treasurer.
Mr. Capozzola was most recently a Vice President with Glens Falls National Bank and President of North Country Investment Advisers.
Prior to Glens Falls National Bank, he held positions as a credit Analyst with Key Bank; Oppenheimer & Company and Smith Barney.
He is the past President of the JDRF Adirondack Chapter as well as former Board member of the Children’s Museum of Saratoga.
He earned an M.B.A in Portfolio and Investment Analysis from the Lubin graduate School of Pace University and is a graduate of the State University of New York at Oneonta with a B.A. in Business-Economics.
He holds the Chartered Financial Analyst designation awarded by the CFA Institute.
| Bedrijven | Functie | Begin |
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Chemung Canal Trust Co. (Investment Management)
 Chemung Canal Trust Co. (Investment Management) Investment ManagersFinance CCTC-IM works closely with clients to construct a portfolio that reflects their goals, timeframe and risk tolerance. The firm uses a disciplined approach to investing. They combine cost effective market exposure through mutual and exchange traded funds (both active and passive strategies) with research based individual security investments. Their investment team considers measures of value, competitive advantage and management stewardship when making investment decisions. | Portefeuillebeheerder-Aandelen | 01-05-2019 |
| Bedrijven | Functie | Einde |
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North Country Investment Advisers, Inc.
 North Country Investment Advisers, Inc. Investment ManagersFinance Profile Unavailable. | President | - |
Arrow Bank N.A.
 Arrow Bank N.A. Investment ManagersFinance Glens Falls National Bank & Trust's asset management accounts are managed based on the concept of asset allocation. Each client's portfolio is constructed based on their stated objectives, tolerance for risk and tax circumstances. Investments may be allocated to stock, bonds and cash and may include larger-cap, mid-cap and small-cap stocks; domestic and international equities; US Treasuries, US agencies & corporate bonds; and tax-exempt fixed income securities (if appropriate). | Portefeuillebeheerder-Aandelen | - |
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
| Bedrijven in privébezit | 5 |
|---|---|
Arrow Bank N.A.
Arrow Bank N.A. Investment ManagersFinance Glens Falls National Bank & Trust's asset management accounts are managed based on the concept of asset allocation. Each client's portfolio is constructed based on their stated objectives, tolerance for risk and tax circumstances. Investments may be allocated to stock, bonds and cash and may include larger-cap, mid-cap and small-cap stocks; domestic and international equities; US Treasuries, US agencies & corporate bonds; and tax-exempt fixed income securities (if appropriate). | Finance |
North Country Investment Advisers, Inc.
North Country Investment Advisers, Inc. Investment ManagersFinance Profile Unavailable. | Finance |
Pace University
 Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The State University of New York
 The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Chemung Canal Trust Co. (Investment Management)
Chemung Canal Trust Co. (Investment Management) Investment ManagersFinance CCTC-IM works closely with clients to construct a portfolio that reflects their goals, timeframe and risk tolerance. The firm uses a disciplined approach to investing. They combine cost effective market exposure through mutual and exchange traded funds (both active and passive strategies) with research based individual security investments. Their investment team considers measures of value, competitive advantage and management stewardship when making investment decisions. | Finance |
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