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

Timothy D. Calkins, CFA

Executive Vice President, Wealth Management Group Division Manager
Division: Management & Business Development
Phone: (585) 356-5563

Mark Lasch, CTFA

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

Kristina W. Vaselewski

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

Investment Services Team

Shelby M. Fay, CFA, CFP®

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

Michael D. Blatt, CFA, CMT

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

Peter Capozzola, CFA

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

Retirement Services Team

Nathan Gage, AIF®, QKC, QKA®

Senior Vice President / Retirement Services Manager
Phone: (607) 737-3826

Sara Soprano, QKA®, QKS™

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

Kevin W. Brimmer

Assistant Vice President / Retirement Plan Advisor
Division: Retirement Services
Phone: (607) 737-3856

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

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

Vanessa R. Schallmo, QKA®, TGPC, QPFC

Senior Retirement Plan Manager
Division : Retirement Services
Phone : (607) 479-2359

Stephanie Martelli, QPA™, QKC®, QKA®, TGPC

Assistant Vice President / Senior Retirement Plan Manager
Division : Retirement Services
Phone : (607) 742-5204

Julie M. Wolak, QPA, QKC, QKA®, TGPC

Senior Retirement Plan Manager
Division : Retirement Services

Trust & Estate Administration Team

Catherine B. Crandall

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

Michael L. Hart, CTFA

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

Heidi Wahl, CFP

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

Austin Farrell, CTFA

Assistant Vice President / Relationship Manager
Division: Trust & Estate Administration
Phone: (607) 737-3896

Andrea McClure

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

Gregory Stewart

Vice President / Senior 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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