M&T Investment Group
M&T Investment Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at M&T Investment Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
M&T Investment Group Salaries. You can even request information on how much does M&T Investment Group pay if you want to. Learn about salaries, pros and cons of working for M&T Investment Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
17 M&T Investment Group employees in database. Find out everything there's to know about M&T Investment Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
M&T Investment Group Employees
Employee
Years
Job
Industry
C. Catherine Mihalick, Esq., CTFA C. Catherine Mihalick, Esq., CTFA's M&T Investment Group Experience January 2001 - April 2012
Job Vice President/Senior Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2013 - Present
Chancellor Financial Group, WB, LP April 2012 - May 2013
YMCA of Wilkes-Barre 2012 - 2013
M&T Investment Group January 2001 - April 2012
Skills
Estate Planning, Financial Analysis, Insurance, Strategic Planning, Mergers, Asset Management, Due Diligence, Finance, Financial Services, Investments, Mergers, Portfolio Management, Risk Management, Sales Management, Strategic Financial...
Education
Widener University School of Law (PA) 1992 — 1995
Juris Doctorate, Law
Dickinson College
BS, Policy Management
Wyoming Seminary
high school
PNC Wealth Management August 2013 - Present
Chancellor Financial Group, WB, LP April 2012 - May 2013
YMCA of Wilkes-Barre 2012 - 2013
M&T Investment Group January 2001 - April 2012
Skills
Estate Planning, Financial Analysis, Insurance, Strategic Planning, Mergers, Asset Management, Due Diligence, Finance, Financial Services, Investments, Mergers, Portfolio Management, Risk Management, Sales Management, Strategic Financial...
Education
Widener University School of Law (PA) 1992 — 1995
Juris Doctorate, Law
Dickinson College
BS, Policy Management
Wyoming Seminary
high school
Francis L. Ostrom, III, CFP®, CBEC® Francis L. Ostrom, III, CFP®, CBEC®'s M&T Investment Group Experience 1990 - 2003
Job Director of Financial Services at Davie Kaplan Wealth Care Advisors, LLC
Industry Financial Services
Experience
Davie Kaplan Wealth Care Advisors, LLC December 2013 - Present
Tompkins Financial Advisors 2003 - November 2013
M&T Investment Group 1990 - 2003
Fleet Financial Services 1984 - 1990
National Bank of Washington 1980 - 1984
Skills
Certified Business Exit..., Ownership Transition..., Certified Financial..., Exit Strategies, Business Transition..., Family Business, Wealth Management, Financial Planning, Business Owner Exit..., ESOP, Small Business, Retirement Planning, Business Planning, Life Insurance, Long Term Care Insurance, Retirement Plan...
Education
Pinnacle Equity Solutions, Inc.
CBEC®, Certified Business Exit Consultant®
College for Financial Planning
CFP®, Certified Financial Planning
Saint Bonaventure University
B.B.A., Finance
Bishop Ludden
Davie Kaplan Wealth Care Advisors, LLC December 2013 - Present
Tompkins Financial Advisors 2003 - November 2013
M&T Investment Group 1990 - 2003
Fleet Financial Services 1984 - 1990
National Bank of Washington 1980 - 1984
Skills
Certified Business Exit..., Ownership Transition..., Certified Financial..., Exit Strategies, Business Transition..., Family Business, Wealth Management, Financial Planning, Business Owner Exit..., ESOP, Small Business, Retirement Planning, Business Planning, Life Insurance, Long Term Care Insurance, Retirement Plan...
Education
Pinnacle Equity Solutions, Inc.
CBEC®, Certified Business Exit Consultant®
College for Financial Planning
CFP®, Certified Financial Planning
Saint Bonaventure University
B.B.A., Finance
Bishop Ludden
Austin Morris Austin Morris's M&T Investment Group Experience June 2007 - June 2010
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
TD Ameritrade December 2012 - August 2015
ProShares Advisors, LLC November 2011 - January 2013
Morgan Stanley Smith Barney June 2010 - September 2011
M&T Investment Group June 2007 - June 2010
ASCD 2000 - 2003
Skills
Series 7, Series 65, Series 63, Series 6, Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Investments, Options, Mutual Funds, Asset Management, Financial Services, Investment Advisory, Financial Planning, Investment Strategies
Education
Morgan State University 2004 — 2007
B.A., Public Relations
Stony Brook University 2002 — 2004
Business Management
TIAA-CREF September 2015 - Present
TD Ameritrade December 2012 - August 2015
ProShares Advisors, LLC November 2011 - January 2013
Morgan Stanley Smith Barney June 2010 - September 2011
M&T Investment Group June 2007 - June 2010
ASCD 2000 - 2003
Skills
Series 7, Series 65, Series 63, Series 6, Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Investments, Options, Mutual Funds, Asset Management, Financial Services, Investment Advisory, Financial Planning, Investment Strategies
Education
Morgan State University 2004 — 2007
B.A., Public Relations
Stony Brook University 2002 — 2004
Business Management
Bill Sheldon Bill Sheldon's M&T Investment Group Experience September 1999 - March 2011
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2011 - Present
M&T Investment Group September 1999 - March 2011
Mercantile Safe Deposit & Trust February 1993 - August 1999
Education
R. H. Smith School of Business- University of MD 1999 — 2002
MBA, Finance
Duke University 1988 — 1992
B.A., Political Science
Morgan Stanley Smith Barney March 2011 - Present
M&T Investment Group September 1999 - March 2011
Mercantile Safe Deposit & Trust February 1993 - August 1999
Education
R. H. Smith School of Business- University of MD 1999 — 2002
MBA, Finance
Duke University 1988 — 1992
B.A., Political Science
Bard Kirkpatrick Bard Kirkpatrick's M&T Investment Group Experience January 2008 - July 2011
Job Commercial Banker
Industry Financial Services
Experience
Virginia Commonwealth Bank May 2013 - Present
M&T Investment Group January 2008 - July 2011
Charles Schwab September 2006 - January 2008
TransCommunity Financial Corporation November 2004 - September 2006
BB&T of Virginia October 2003 - November 2004
First Virginia Bank February 1998 - October 2003
Crestar Securities Corp September 1992 - January 1998
CRESTAR BANK July 1991 - September 1992
CRESTAR BANK September 1989 - July 1991
Crestar Bank April 1989 - August 1989
Education
Hampden-Sydney College 1978 — 1982
Bachelor of Arts Degree, Economics
Virginia Commonwealth Bank May 2013 - Present
M&T Investment Group January 2008 - July 2011
Charles Schwab September 2006 - January 2008
TransCommunity Financial Corporation November 2004 - September 2006
BB&T of Virginia October 2003 - November 2004
First Virginia Bank February 1998 - October 2003
Crestar Securities Corp September 1992 - January 1998
CRESTAR BANK July 1991 - September 1992
CRESTAR BANK September 1989 - July 1991
Crestar Bank April 1989 - August 1989
Education
Hampden-Sydney College 1978 — 1982
Bachelor of Arts Degree, Economics
Tasha Shaffer Tasha Shaffer's M&T Investment Group Experience December 2011 - Present
Job Higher Education Professional
Industry Higher Education
Experience
MT Investment Group December 2011 - Present
Skills
Leadership, Marketing
Education
Montana State University 2012 — 2013
Bachelor of Science (B.S.), Sociology
Washington State University 2009 — 2011
Transferred, Sociology
Brigham Young University - Idaho 2008 — 2008
Transferred
MT Investment Group December 2011 - Present
Skills
Leadership, Marketing
Education
Montana State University 2012 — 2013
Bachelor of Science (B.S.), Sociology
Washington State University 2009 — 2011
Transferred, Sociology
Brigham Young University - Idaho 2008 — 2008
Transferred
Natasha Wilbur, CFP®, ChFC® Natasha Wilbur, CFP®, ChFC®'s M&T Investment Group Experience November 2004 - Present
Job Vice President, Senior Financial Consultant at M&T Securities, Inc.
Industry Financial Services
Experience
M&T Investment Group November 2004 - Present
Prudential Financial August 2003 - November 2004
Skills
Series 7, Series 24, Certified Financial..., Life Insurance, Long Term Care Insurance, Investment Management, Life, Series 65, Retirement Planning, Insurance, Financial Advisory, Investment Advisory, Series 63, Estate Planning, Financial Services, Investments, Asset Management, Strategic Financial..., Fixed Annuities, Asset Allocation, Retirement, Series 6, Wealth Management, Mutual Funds, Securities
Education
The American College 2008 — 2010
Chartered Financial Consultant
The American College 2006 — 2008
Certified Financial Planner
Central Michigan University 1999 — 2002
Bachelor of Science, Healthcare Administration
M&T Investment Group November 2004 - Present
Prudential Financial August 2003 - November 2004
Skills
Series 7, Series 24, Certified Financial..., Life Insurance, Long Term Care Insurance, Investment Management, Life, Series 65, Retirement Planning, Insurance, Financial Advisory, Investment Advisory, Series 63, Estate Planning, Financial Services, Investments, Asset Management, Strategic Financial..., Fixed Annuities, Asset Allocation, Retirement, Series 6, Wealth Management, Mutual Funds, Securities
Education
The American College 2008 — 2010
Chartered Financial Consultant
The American College 2006 — 2008
Certified Financial Planner
Central Michigan University 1999 — 2002
Bachelor of Science, Healthcare Administration
Mark A. Pickles, CRPC®'s M&T Investment Group Experience September 2009 - Present
Job Financial Consultant, Assistant Vice President
Industry Financial Services
Experience
M&T Investment Group September 2009 - Present
Ameriprise Financial Advisors, Inc April 2005 - September 2009
Skills
Retirement Planning, Estate Planning, Investments, Financial Advisory, Insurance, Leadership, Finance, Financial Planners, Small Business, Wealth Management, Strategic Financial..., Financial Goals, Series 7, Retirement, Mutual Funds, Asset Allocation, Financial Planning
Education
College for Financial Planning 2008 — 2009
CRPC, Financial Planning
State University College of New York at Buffalo
Degree: Bachelor of Science, Humanities and Social Science; Psychology, Law and Sociology
M&T Investment Group September 2009 - Present
Ameriprise Financial Advisors, Inc April 2005 - September 2009
Skills
Retirement Planning, Estate Planning, Investments, Financial Advisory, Insurance, Leadership, Finance, Financial Planners, Small Business, Wealth Management, Strategic Financial..., Financial Goals, Series 7, Retirement, Mutual Funds, Asset Allocation, Financial Planning
Education
College for Financial Planning 2008 — 2009
CRPC, Financial Planning
State University College of New York at Buffalo
Degree: Bachelor of Science, Humanities and Social Science; Psychology, Law and Sociology
Dennis Morihara Dennis Morihara's M&T Investment Group Experience 2007 - Present
Job Monroe County NY Deferred Comp. at M&T Investment Group
Industry Financial Services
Experience
M&T Investment Group 2007 - Present
Skills
Teaching and Public..., Investments, Entomology, Retirement Income..., 457 Plans, Ecology and Evolution, Mindfulness, Asset Allocation, soccer coaching and..., Public Speaking
Education
University of Southern California
Purdue University
Doctor of Philosophy (PhD), Entomology
South Dakota State University
Master of Science (M.S.), Entomology
University of Hawaii at Manoa
B.S. Entomology
M&T Investment Group 2007 - Present
Skills
Teaching and Public..., Investments, Entomology, Retirement Income..., 457 Plans, Ecology and Evolution, Mindfulness, Asset Allocation, soccer coaching and..., Public Speaking
Education
University of Southern California
Purdue University
Doctor of Philosophy (PhD), Entomology
South Dakota State University
Master of Science (M.S.), Entomology
University of Hawaii at Manoa
B.S. Entomology
Brian Drainville's M&T Investment Group Experience InvestmentM & T1990 - 2009
Job Sr Financial Consultant at M&T Investment Group
Industry Financial Services
Experience
M&T Investment Group InvestmentM & T1990 - 2009
M&T Bank 1990 - 2009
Education
State University of New York College at Buffalo 1978 — 1982
M&T Investment Group InvestmentM & T1990 - 2009
M&T Bank 1990 - 2009
Education
State University of New York College at Buffalo 1978 — 1982
Farrah Welsh's M&T Investment Group Experience January 2011 - Present
Job Assistant Vice Presiden at M&T Investment Group
Industry Banking
Experience
Manufacturers and Traders Trust Company January 2011 - Present
M&T Investment Group January 2011 - Present
M& Investment Group January 2007 - December 2010
Skills
Trust Management, Trust Services, Estate Settlement, Wealth Management
Education
Towson University 1995 — 1998
BS
University of Phoenix
MBA
Manufacturers and Traders Trust Company January 2011 - Present
M&T Investment Group January 2011 - Present
M& Investment Group January 2007 - December 2010
Skills
Trust Management, Trust Services, Estate Settlement, Wealth Management
Education
Towson University 1995 — 1998
BS
University of Phoenix
MBA
Jason Ackerman's M&T Investment Group Experience May 2006 - January 2008
Job Imagine This Design Group Principal
Industry Design
Experience
DKM Ad Art - Specialty Printing & Signs January 2015 - Present
Imagine This Design Group August 2008 - Present
Glen Park Joint Board 2011 - 2012
M&T Investment Group May 2006 - January 2008
AXA Advisors July 2004 - April 2006
Desgn for Industry May 2000 - December 2001
Advantage Woodshop November 1994 - January 2000
Education
Canisius College
BS, Business Management & Finance
Erie Community College
AAS, Civil Engneering
DKM Ad Art - Specialty Printing & Signs January 2015 - Present
Imagine This Design Group August 2008 - Present
Glen Park Joint Board 2011 - 2012
M&T Investment Group May 2006 - January 2008
AXA Advisors July 2004 - April 2006
Desgn for Industry May 2000 - December 2001
Advantage Woodshop November 1994 - January 2000
Education
Canisius College
BS, Business Management & Finance
Erie Community College
AAS, Civil Engneering
Harriet Foster's M&T Investment Group Experience January 2006 - November 2010
Job Vice President at BB&T Wealth Management
Industry Investment Management
Experience
BB&T Wealth Management November 2010 - Present
M&T Investment Group January 2006 - November 2010
Farr, Miller & Washington April 2001 - February 2003
ASB Capital Management 1982 - 2001
Education
Ohio Wesleyan University
BA
BB&T Wealth Management November 2010 - Present
M&T Investment Group January 2006 - November 2010
Farr, Miller & Washington April 2001 - February 2003
ASB Capital Management 1982 - 2001
Education
Ohio Wesleyan University
BA
Kevin Zosulis, CFA's M&T Investment Group Experience August 2003 - September 2006
Job Managing DirectorSenior Private Client Investment Advisor at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust September 2015 - Present
BNY Mellon Wealth Management September 2006 - September 2015
M&T Investment Group August 2003 - September 2006
Evergreen Asset Management September 1995 - August 2003
Skills
Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Investments, Alternative Investments, Investment Management, Fixed Income, Mutual Funds, Securities, Investment Strategies, Hedge Funds, Equities, Series 7
Education
Rider University 1996 — 1998
Master of Business Administration (M.B.A.)
University of Delaware 1988 — 1992
Bachelor of Science (B.S.)
Wilmington Trust September 2015 - Present
BNY Mellon Wealth Management September 2006 - September 2015
M&T Investment Group August 2003 - September 2006
Evergreen Asset Management September 1995 - August 2003
Skills
Wealth Management, Portfolio Management, Asset Management, Asset Allocation, Investments, Alternative Investments, Investment Management, Fixed Income, Mutual Funds, Securities, Investment Strategies, Hedge Funds, Equities, Series 7
Education
Rider University 1996 — 1998
Master of Business Administration (M.B.A.)
University of Delaware 1988 — 1992
Bachelor of Science (B.S.)
Ann Cox Ansel's M&T Investment Group Experience August 2011 - October 2013
Job Partner and Director of Wealth Management & Financial Services at Redmer Financial Group
Industry Investment Management
Experience
Redmer Financial Group October 2013 - Present
PAR Fund Board of Directors 2014 - 2014
PAR Fund Board of Directors 2014 - 2014
Lincoln Financial Securities 2013 - 2014
JDRF 2009 - 2014
M&T Investment Group August 2011 - October 2013
Northwest Savings Bank June 2008 - August 2011
PNC Investments September 2007 - June 2008
Mercantile Bank 1977 - 2007
Education
Notre Dame of Maryland University 2000 — 2003
Master of Arts (MA), Management, Marketing
Notre Dame of Maryland University 1992 — 1998
Bachelor of Arts (BA), Finance & Management
Redmer Financial Group October 2013 - Present
PAR Fund Board of Directors 2014 - 2014
PAR Fund Board of Directors 2014 - 2014
Lincoln Financial Securities 2013 - 2014
JDRF 2009 - 2014
M&T Investment Group August 2011 - October 2013
Northwest Savings Bank June 2008 - August 2011
PNC Investments September 2007 - June 2008
Mercantile Bank 1977 - 2007
Education
Notre Dame of Maryland University 2000 — 2003
Master of Arts (MA), Management, Marketing
Notre Dame of Maryland University 1992 — 1998
Bachelor of Arts (BA), Finance & Management
Jennifer Seefeldt's M&T Investment Group Experience Unit Leader - ISRAvon Products Inc.2009 - Present
Job Unit Leader ISR at Avon Products Inc.
Industry Financial Services
Experience
M&T Investment Group Unit Leader - ISRAvon Products Inc.2009 - Present
Education
Medaille College 2005 — 2007
BBA, Business Administration
M&T Investment Group Unit Leader - ISRAvon Products Inc.2009 - Present
Education
Medaille College 2005 — 2007
BBA, Business Administration
Terrence Casey's M&T Investment Group Experience September 2000 - March 2012
Job President at Chancellor Financial Group
Industry Financial Services
Experience
Chancellor Financial Group March 2012 - Present
M&T Investment Group September 2000 - March 2012
Mellon Private Asset Management September 1995 - September 2000
Skills
Finance, Financial Analysis, Risk Management, Banking, Process Improvement, Leadership
Education
Wilkes University 1978 — 1980
Bachelor of Arts (B.A.), Political Science and Government
Rochester Institute of Technology 1975 — 1979
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Chancellor Financial Group March 2012 - Present
M&T Investment Group September 2000 - March 2012
Mellon Private Asset Management September 1995 - September 2000
Skills
Finance, Financial Analysis, Risk Management, Banking, Process Improvement, Leadership
Education
Wilkes University 1978 — 1980
Bachelor of Arts (B.A.), Political Science and Government
Rochester Institute of Technology 1975 — 1979
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General