New York Private Trust Company

Description

Founded: 2006 Parent organization: New York Private Bank & TrustFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportNew York Private Trust CompanyWebsiteDirections Saved (0) Saved Save Bank in New York City, New York Address: 335 Madison Ave 22nd Floor, New York, NY 10017 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 850-4055Place name: Website: : : : Category: : : : Website: http://www.nyptrust.com/ Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of New York Private Trust Company Posting publicly on the Web Write a review Reviews Be the first to review From New York Private Trust Company Unable to add this file. Please check that it is a valid photo. "We offer a broad range of fiduciary services, including trust services, estate administration services and also specialize in delivering private label trust services. Unlike many other trust companies, we accept and are able to manage effectively...More "We offer a broad range of fiduciary services, including trust services, estate administration services and also specialize in delivering private label trust services. Unlike many other trust companies, we accept and are able to manage effectively trusts containing non-traditional assets such as real estate, oil and gas interests and operating businesses."

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New York Private Trust Company Employees

Employee
Years
Job
Industry
Cynthia Rongione Cynthia Rongione Greater New York City Area Details
Cynthia Rongione's New York Private Trust Company Experience April 2013 - January 2015
Job Personal Assistant at Family Office
Industry Philanthropy
Experience
Family Office  July 2015 - Present
New York Private Trust Company   April 2013 - January 2015
Sterling Equities  July 2005 - June 2012
Legacy Planning Group, Inc.   January 2005 - May 2005
First Investors Corporation  November 2001 - July 2004
KKR  April 1997 - November 2000
Simplicity Pattern Company  May 1989 - April 1996
InterContinental Hotels Group  March 1982 - April 1988

Skills
Project Management, Deadline Driven, Highly detail oriented, Investments, Asset Managment, Private Equity, Asset Management, Event Planning, Event Photography, Fundraisers, Due Diligence, Time Management, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Office, Budgets

Education
Adelphi University
BS

Hofstra University
Certificate

Queensborough Community College
AAS

Richard Kemp Richard Kemp Wilmington, Delaware Details
Richard Kemp's New York Private Trust Company Experience June 2015 - Present
Job Chief Compliance Officer and General Counsel
Industry Banking
Experience
New York Private Trust Company   June 2015 - Present
UBS Wealth Management  April 2013 - June 2015
Currently seeking new opportunity  November 2011 - April 2013
HSBC Private Bank  2006 - 2011
JPMorgan Chase  2000 - 2006
Chase Manhattan Bank  1997 - 2000
Chase Manhattan Bank  1994 - 1997
Chase Manhattan Bank  1989 - 1994
Wells Fargo  1987 - 1989

Skills
Private Banking, Wealth Management, Trusts, Tax Law, International Tax, Tax Structuring, Investment Management, Investments, Asset Management, Insurance, High Net Worth..., Financial Planners, Investment Advisory, Finance, Financial Services, Tax, Credit, Mergers & Acquisitions, Mutual Funds, Asset Allocation, Wealth Management..., Trust Services, Risk Management, Estate Planning, Financial Advisory, Accounting, Banking, Private Equity, Financial Structuring, Strategic Financial..., Internal Audit, Restructuring, Hedge Funds, Strategy, Securities, Alternative Investments, Wealth, Capital Markets, Equities, Mergers, Portfolio Management, Corporate Finance, Due Diligence, Trust Management, Corporate Trust, Retirement Planning, Charitable Trusts, Management, New Business Development, Structured Finance

Education
Seton Hall Law School   1976 — 1980
J.D., Law

Pace University
BBA, Taxation and Accounting

Elias Calkins Elias Calkins Greater New York City Area Details
Elias Calkins's New York Private Trust Company Experience February 2014 - April 2014
Job Photographer at Milford Management
Industry Real Estate
Experience
Milford Management  August 2014 - Present
Milford Management  April 2014 - August 2014
New York Private Trust Company   February 2014 - April 2014
Genesis Realty Group LLC.   November 2013 - January 2014
SoNo Marketplace   November 2012 - October 2013
Capital Photo Interactive   June 2012 - November 2012
J.Crew  July 2011 - March 2012
Fordham University  September 2010 - December 2010
Andrea Blanch Photography   May 2010 - August 2010
Fordham University  September 2009 - May 2010

Skills
Portrait Photography, Photography, Photos, Editing, Extended Stay, Corporate Housing, Commercial Photography, Portraits, Event Photography, Wedding Photography, Digital Photography, Fine Art Photography, Photojournalism, Headshots, Lightroom, Fashion Photography, Studio Photography, WordPress, HTML 5, Real Estate Photography, Leasing

Education
Fordham University   2008 — 2012
Bachelor's degree, Visual Arts, GPA 3.22

ELISAVA   2011 — 2011
Semester Abroad, Graphic Design

Neil D. Boyle, Esq. Neil D. Boyle, Esq. Greater Philadelphia Area Details
Neil D. Boyle, Esq.'s New York Private Trust Company Experience May 2012 - May 2013
Job Compliance Associate at TD
Industry Banking
Experience
TD  May 2015 - Present
TD Bank  May 2014 - May 2015
Delaware State Chamber of Commerce  February 2014 - May 2014
Nelson Levine de Luca & Hamilton  May 2013 - March 2014
New York Private Trust Company   May 2012 - May 2013
Department of Treasury  January 2013 - April 2013
Commission on Economic Opportunity (CEO)   May 2011 - July 2011
Wells Fargo  July 2008 - April 2011
Aramark Uniform Services  August 2007 - July 2008

Skills
Financial Analysis, Banking, Legal Research, Legal Writing, Compliance, Preparation of Wills, Trusts, Sales, Customer Service, Tax-planning, Tax Preparation, International Business..., Data Analysis, Outlook, Microsoft Excel, Financial Reporting, Public Speaking, Social Media, Event Planning, PowerPoint, Microsoft Office, Microsoft Word, Financial Advisory, Small Business, Accounting, Litigation, Accounts Payable, Credit, Management, Financial Services, Tax, Insurance, Research, Securities, Risk Management, Licensing, Estate Planning, Policy, Analysis

Education
Widener University School of Law   2011 — 2014
Juris Doctor (J.D.), Law, cum laude

Saint Joseph's University   2004 — 2007
Bachelor's Degree, Business Management

Pennsylvania State University-Penn State Wilkes-Barre   2003 — 2004
Bachelor's Degree, Business Administration and Management, General

James M. Coughlin High School   1999 — 2003
High School

Richard Trumpler Richard Trumpler Greater New York City Area Details
Richard Trumpler's New York Private Trust Company Experience May 2010 - Present
Job Chief Operating Officer, New York Private Trust Company
Industry Banking
Experience
New York Private Trust Company   May 2010 - Present
New York Private Bank & Trust  January 2008 - May 2010
Concord Wealth Management  2005 - 2007
Citibank  February 2002 - January 2005
Citigroup  1996 - 2005

Skills
Asset Management, Wealth Management, Investments, Alternative Investments, Portfolio Management, Financial Services, Securities, Hedge Funds, Investment Advisory, Asset Allocation

Education
University of Rochester

Kevin Batterton,CFP® Kevin Batterton,CFP® Greater New York City Area Details
Kevin Batterton,CFP®'s New York Private Trust Company Experience 2011 - Present
Job Managing Director at New York Private Trust Company
Industry Banking
Experience
New York Private Trust Company   2011 - Present
United Way of Greenwich   2006 - 2013
Kevin Batterton CFP®   2010 - 2011
BNY Mellon Wealth Management  2000 - 2010
Fleet Bank  1987 - 2000

Skills
Wealth Management, Asset Allocation, Financial Planning, Private Banking, Estate Planning, Strategic Financial..., High Net Worth..., Strategy, Financial Advisory, Financial Services, Alternative Investments, Investments, Fixed Income, Private Equity, Trusts, Investment Advisory, Equities, Investment Management, Banking, Hedge Funds, Corporate Finance, Series 63, Portfolio Management, Credit, Loans

Education
Pace University - Lubin School of Business   1991 — 1994
MBA, Finance

Queens College   1979 — 1983
BA, Accounting & Economics

Irvin A. Leonard Irvin A. Leonard Cleveland/Akron, Ohio Area Details
Irvin A. Leonard's New York Private Trust Company Experience March 2010 - Present
Job Senior Advisor, Emigrant Bank; Managing Partner, HPM Partners LLC; CEO, President New York Private Trust Company
Industry Financial Services
Experience
New York Private Trust Company   March 2010 - Present
HPM Partners  October 2009 - Present
Emigrant Bank  January 2008 - Present
Greater Cleveland Chapter American Red Cross   2001 - 2014
Jones Day  September 1969 - December 2007

Skills
Investments, Trusts, Partnerships, Joint Ventures, Corporate Law, Venture Capital, Private Equity, Mergers & Acquisitions, Asset Management, Capital Markets, Hedge Funds, Securities, Wealth Management, Alternative Investments, Structured Finance

Education
New York University School of Law   1964 — 1967
JD

University of Pittsburgh   1961 — 1964
BA, Political Science, History

Damian C Gallagher Damian C Gallagher New York, New York Details
Damian C Gallagher's New York Private Trust Company Experience March 2015 - Present
Job Investment Analyst at New York Private Trust Company
Industry Financial Services
Experience
New York Private Trust Company   March 2015 - Present
BNY Mellon  June 2014 - March 2015
Veltec INC.   February 2014 - June 2014
TD  May 2013 - October 2013
East of Maui   May 2011 - September 2012
The Atlantic Remodeling Corporation  January 2012 - March 2012

Education
University of Delaware   2010 — 2014
Bachelor of Science (BS), International Business and Finance, Graduate

Stephen Wainger Stephen Wainger West Palm Beach, Florida Area Details
Stephen Wainger's New York Private Trust Company Experience
Job Director at New York Private Trust Company
Industry Banking
Experience
New York Private Trust Company  

Education
University of Richmond School of Law   1967 — 1970
Doctor of Law (JD)

Tulane University   1963 — 1967
Bachelor of Arts (B.A.)

Richard Rodeschini Richard Rodeschini Greater New York City Area Details
Richard Rodeschini's New York Private Trust Company Experience March 2015 - Present
Job Operations Analyst at New York Private Trust Company
Industry Financial Services
Experience
New York Private Trust Company   March 2015 - Present
Rockit Solutions, LLC  August 2013 - March 2015
Credit Suisse  June 2013 - August 2013

Skills
Succeed in fast pace..., Strong organizational..., Strong interpersonal..., Microsoft Office, Leadership, Management, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Teamwork, Sales, Social Media, Team Leadership, Team Building, Marketing, Project Management, Project Planning, Finance

Education
Saint Michael's College   2009 — 2012
Bachelor of Business Administration (B.B.A.), Business/Commerce, General

Canterbury School   2007 — 2009

Dick Trumpler Dick Trumpler New York, New York Details
Dick Trumpler's New York Private Trust Company Experience April 2010 - Present
Job Chief Operating Officer New York Private Trust Company
Industry Financial Services
Experience
New York Private Trust Company   April 2010 - Present
New York Private Bank & Trust  January 2008 - May 2010
Concord Wealth Management  October 2005 - December 2007
Citigroup  1996 - 2005

Skills
Financial Services, Wealth Management, Banking, Investment Advisory, Asset Management

Education
University of Rochester   1960 — 1964
BA, Philosophy

Katie Parsons Katie Parsons Greater Philadelphia Area Details
Katie Parsons's New York Private Trust Company Experience September 2013 - Present
Job Vice President, Senior Trust Officer at New York Private Trust Company
Industry Financial Services
Experience
New York Private Trust Company   September 2013 - Present
The Advisory Trust Company of Delaware   October 2010 - September 2013
SEI  October 1997 - February 2010
Wachovia  February 1987 - September 1997

Skills
Strategic Planning, Wealth Management, Compliance, Banking, Team Leadership, Relationship Management, Customer Experience, Project Management, Project Planning, Leadership, Mutual Funds, Securities, Alternative Investments, Asset Allocation, Financial Planning

Education
Penn State University

Robert Weaver Robert Weaver New York, New York Details
Robert Weaver's New York Private Trust Company Experience 2004 - 2010
Job Senior Associate Global Retail Banking at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York  February 2015 - Present
Federal Reserve Bank of New York  June 2014 - Present
FDIC  January 2011 - January 2012
Emigrant Bank  April 2004 - December 2010
New York Private Trust Company   2004 - 2010
Roslyn Savings Bank  2001 - 2004
Chief of Staff  2000 - 2001
Dime Savings Bank  1989 - 1998
Dime Savings Bank of NY  1989 - 1996
St. John's University   1983 - 1987

Skills
Commercial Litigation, Loans, Banking, Financial Analysis, Risk Management, Corporate Governance, Due Diligence, Capital Markets, Credit, AML, Management, Structured Finance, Compliance, Bank Secrecy Act, Financial Risk, OFAC, Mortgage Lending, Mergers & Acquisitions, Employment Law, Corporate Law, Financial Services, Corporate Finance, Securitization, Anti Money Laundering

Education
Maurice A. Deane School of Law at Hofstra University   1987 — 1990
JD, Law

Saint John's University   1983 — 1987
BA, Government and Politics

Gregory Rosenblum Gregory Rosenblum Denver, Colorado Details
Gregory Rosenblum's New York Private Trust Company Experience June 2014 - March 2015
Job Asset Management Consultant, Cannon Financial Institute
Industry Legal Services
Experience
New York Private Trust Company   June 2014 - March 2015
Office of the Comptroller of the Currency  January 2013 - May 2014
Experis/ Morgan Stanley   May 2012 - January 2013
Rosenblum Consulting/Penwell Realty   December 2009 - April 2012
City National Bank  December 2008 - December 2009
Rosenblum Consulting/Penwell Realty   December 2006 - December 2008
BNYMellon  January 2006 - December 2006
First National Bank of Colorado  September 2002 - December 2005
Investors Independent Trust   January 2002 - September 2002
National Bank of Commerce  May 2001 - January 2002

Skills
Wealth Management, Estate Planning, Trusts, Retirement Planning, High Net Worth..., Probate, Strategic Financial..., Asset Management, Trust Services, Wills, Estate Tax Planning, Wealth Management..., Financial Advisory, Investment Advisory, Investments, Private Banking, Financial Services, Risk Management, Securities, Series 63, Investment Management

Education
Cannon Trust School   2001 — 2002
CTFA

Loyola Law School, Loyola Marymount University   1982 — 1985
JD, Law

UCLA   1979 — 1982
BA, History

Renee Slicer Renee Slicer Wilmington, Delaware Details
Renee Slicer's New York Private Trust Company Experience October 2009 - May 2013
Job Trust Officer at First State Trust Company
Industry Financial Services
Experience
New York Private Trust Company   October 2009 - May 2013
Willow Financial Bank  2006 - 2009

Education
Immaculata University   2006 — 2008
BA, Finance

Cannon Trust School