Team – Capital Bank

Our Team

The Capital Bank Team:

Wealth Management, Personalized for You

Your financial goals are unique, and so is the service we provide. At Capital Bank, we tailor our approach to match your needs—whether you're looking for specific financial guidance or a more hands-on, concierge-style wealth management experience.

Our team is committed to helping you with every aspect of financial planning and portfolio management, ensuring your wealth is structured to support your future. Whatever your goals, we’re here to provide expert guidance and personalized solutions to help you achieve them.

Management & Business Development Team

Thomas W. Wirth, CFA

Executive Vice President / Wealth Management Group Division Manager
Division: Management & Business Development
Phone: (607) 737-3822

J. Edmond Morton, IV, CTFA

Sr. Vice President / Regional Wealth Management Group Executive – Binghamton
Division: Management & Business Development
Phone: (607) 722-0406

Mark Lasch, CTFA

Sr. Vice President / Regional Wealth Management Group Executive – Capital
Division: Management & Business Development
Phone: (518) 433-5834

Kristina W. Vaselewski

Prestige Relationship Manager
Division: Management & Business Development
Phone: (518) 433-5825

Investment Services Team

Kevin W. Brimmer

Assistant Vice President / Investment Officer
Division: Investment Services
Phone: (607) 737-3856

Peter Capozzola, CFA

Vice President / Senior Investment Officer
Division: Investment Services
Phone: (518) 433-5822

Shelby M. Fay, CFA, CFP®

Vice President / Senior Investment Officer
Division: Investment Services
Phone: (607) 735-2089

Michael D. Blatt, CFA, CMT

Vice President / Sr. Investment Officer
Division: Investment Services
Phone: (607) 735-4012

Joseph J. Tascone

Chief Investment Officer
Division: Investment Services
Phone: (607) 735-2086

Retirement Services Team

Christopher K. Kelly, CFP®, AIF®, QPFC, QKA®, CEBS

Sr. Vice President / Retirement Services Manager
Division: Retirement Services
Phone: (607) 737-3717

Sara Soprano, QKA®, QKS™

Asst. Vice President / Retirement Plan Manager
Division: Retirement Services
Phone: (607) 735-4034

Nathan Gage, AIF®, QKA, QKC

Vice President / Retirement Plan Advisor
Division: Retirement Services
Phone: (607) 737-3826

Hal D. Coghill, RICP®, CLTC®, AIF®, CIS II

Relationship Manager
Division : Retirement Services
Phone : (607) 857-6468

Lauren Zell, CPC, QPA, CEBS

Asst. Vice President / Sr. Retirement Plan Manager
Division: Retirement Services
Phone: (518) 227-4487

Stephanie Martelli, QPA, QKC, QKA®

Sr. Retirement Plan Manager
Division : Retirement Services
Phone : (607) 742-5204

Julie M. Wolak, QPA, QKC, QKA®, TGPC

Sr. Retirement Plan Manager
Division : Retirement Services

Trust & Estate Administration Team

Catherine B. Crandall

Sr. Vice President / Sr. Trust Officer
Division: Trust & Estate Administration
Phone: (607) 737-3840

Heidi Wahl, CFP

Asst. Vice President / Relationship Manager
Division: Trust & Estate Administration
Phone: (607) 737-3829

Michael L. Hart, CTFA

Vice President / Sr. Relationship Manager
Division: Trust & Estate Administration
Phone: (607) 737-3832

Austin Farrell

Asst. Vice President / Relationship Manager
Division: Trust & Estate Administration
Phone: (607) 735-3858

Andrea McClure

Asst. Vice President / Manager of Tax Services
Division: Trust & Estate Administration
Phone: (607) 735-4096

Gregory Stewart

Vice President / Sr. Relationship Manager
Division: Trust & Estate Administration
Phone: (607) 771-6870

Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not Guaranteed by any Government Agency, Not a Bank Deposit

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