Cortland Banks Launches Private Wealth Management
CORTLAND, Ohio – The Cortland Investment Group, a nondeposit investment services program offered by Cortland Banks, became Cortland Private Wealth Management this week, James M. Gasior, president and CEO of the bank, announced Thursday.
Timothy Clepper a certified financial planner, will head the group of eight as CEO. Joining him are Kelly Kuennen, Daniel Jacoby, Michael “Max” Shindler, Nicole Jervis, Susan Coy-Kamph, Derek N. Spencer, Sue Meissner and Colleen Nelson
The program of Cortland Private Wealth Management, Gasior said, “offers customers access to a more robust lineup of services, including a full suite of wealth management options [such as] private asset management, financial and estate planning and advisory services.”
Among the corporate services are employer-sponsored 401(k) retirement plans and custodial options that include LPL Financial, Charles Schwab Corp. and Fidelity Investments.
Those who make up Cortland Private Wealth Management also have extensive experience in areas such as insurance, employee benefits and corporate services, Gasior noted.
Clepper, who has 20 years’ experience in financial services, will continue to serve as CEO of Ellsworth Private Wealth Management in Hudson. Kuennen, president and senior private wealth manager at the same firm, also has 20 years of experience and will work for both Cortland and Ellsworth.
Jacoby, chief investment officer of Stratos Wealth Partners, will also continue to work there.
Coy-Kamph is vice president and private wealth manager, Spencer director of client relations, Meissner as financial consultant and Nelson as administrative assistant.
Copyright 2024 The Business Journal, Youngstown, Ohio.
