Banking and Finance

BANKING & FINANCE

ADVERTORIAL RESOURCE GUIDE

FAIRFIELD COUNTY BUSINESS JOURNAL • WESTCHESTER COUNTY BUSINESS JOURNAL • JUNE 28, 2021

BANKS (Commercial) | WESTCHESTER COUNTY Area code: 914 (unless otherwise noted)

Bank of America N.A. 101 N. Tryon St., Charlotte, N.C. 28255 800-432-1000 • bankofamerica.com Top executive: Brian T. Moynihan Number of domestic locations: 4,600 Year established: 1904

Customers Bank 99 Bridge St., Phoenixville, PA 19460 610-933-2000 • customersbank.com Top executive: Jay S. Sidhu Number of domestic locations: 13 Year established: 1997

BNY Mellon N.A. 240 Greenwich St., New York, N.Y. 10286 212-495-1784 • bnymellon.com Top executive: Interim CEO: Thomas P. (Todd) Gibbons Number of domestic locations: 34 Year established: 1869

The First Bank of Greenwich 500 Westchester Ave. Port Chester, N.Y. 10573 914-908-5444 • greenwichfirst.com Top executive: Frank J. Gaudio Number of domestic locations: 3 Year established: 2006

Capital One N.A. 1680 Capital One Drive McLean, VA 22102 800-655-2265 • capitalone.com Top executive: Richard D. Fairbank Number of domestic locations: 662 Year established: 1988

HSBC Bank USA N.A. 1800 Tysons Blvd., Tysons, VA 22102 800-975-4722 • us.hsbc.com Top executive: Michael Roberts Number of domestic locations: 230 Year established: 2004

Citibank N.A. 701 E. 60 St., Sioux Falls, S.D. 57104 800-285-3000 • citibank.com Top executive: Mary McNiff Number of domestic locations: 723 Year established: 1812

JPMorgan Chase Bank N.A. 1111 Polaris Pkwy.

Columbus, OH 43240 212-270-6000 • jpmorganchase.com Top executive: Jamie Dimon Number of domestic locations: 5,100 Year established: 1824

Citizens Bank N.A. 1 Citizens Plaza, Providence, R.I. 02903 401-456-7096 • citizensbank.com Top executive: Jane Fraser Number of domestic locations: 1,127 Year established: 2005

KeyBank N.A. 127 Public Square, Cleveland, OH 44114 216-689-5580 • key.com Top executive: Beth Mooney Number of domestic locations: 1,197 Year established: 1849

ConnectOne Bank 301 Sylvan Ave. Englewood Cliffs, N.J. 07832 844-266-2548 • connectonebank.com Top executive: Frank Sorrentino Number of domestic locations: 28 Year established: 2005

M&T Trust Co. 1 M&T Plaza, Buffalo, N.Y. 14203 800-724-2440 • mtb.com Top executive: Michael Berman Number of domestic locations: 780 Year established: 1856

BANKING AND FINANCE

New York Community Bank 615 Merrick Ave. East Meadow, N.Y. 11554 800-535-2269 • newyorkcommercialbank.com Top executive: Thomas R. Cargeni Number of domestic locations: 225 Year established: 1990

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OceanFirst Bank (Division of OceanFirst Bank, N.A.) 655 Third Ave., Ninth floor New York, N.Y. 10017 212-818-9090 • oceanfirst.com Top executive: Daniel J. Harris Number of domestic locations: 58 Year established: 1902 Patriot Bank N.A. 900 Bedford St., Stamford, CT 06901 203-324-7500 • bankpatriot.com Top executive: Robert G. Russell, Jr. Number of domestic locations: 9 Year established: 1994 PCSB Bank 2651 Strang Blvd.

Yorktown Heights, N.Y. 10598 914-248-7272 • PCSB.com Top executive: Joseph D. Roberto Number of domestic locations: 15 Year established: 2012 People’s United Bank N.A. 850 Main St., Bridgeport, CT 06604 800-894-0300 • peoples.com Top executive: John P. Barnes Number of domestic locations: 403 Year established: 1869 Signature Bank 565 Fifth Ave., New York, N.Y. 10017 1-886-SIGLINE • signatureny.com Top executive: Joseph J. DePaolo Number of domestic locations: 33 Year established: 2001 Sterling National Bank 400 Rella Blvd, Montebello, N.Y. 10901 845-369-8040 • snb.com Top executive: Jack L. Kopnisky Number of domestic locations: 87 Year established: 1929

AN ADVERTORIAL SHOWCASE | JUNE 28, 2021

Tompkins Healthcare Services Suite

Area code: 914 (unless otherwise noted)

TD Bank N.A. 66 Wellington Street West, P.O. Box 1 TD Bank Tower, Toronto, Ontario M5J 416-307-8500 • tdbank.com Top executive: Bharat B. Masrani Number of domestic locations: 1,301 Year established: 1852 Tompkins Mahopac Bank 1441 Route 22, Brewster, N.Y. 10509 866-462-2658 • mahopacbank.com Top executive: David DeMilia Number of domestic locations: 15 Year established: 1927

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Webster Bank N.A. Webster Plaza, Waterbury, CT 06702 800-325-2424 • websterbank.com Top executive: John R. Ciulla Number of domestic locations: 177 Year established: 1870 Wells Fargo Bank N.A. 101 N. Phillips Ave. Sioux Falls, S.D. 57104 704-590-4900 • wellsfargo.com Top executive: Charles W. Scharf Number of domestic locations: 8,050 Year established: 1870 The Westchester Bank 2001 Central Park Ave. Yonkers, N.Y. 10710 914-337-1900 • thewestchesterbank.com Top executive: John M. Tolomer Number of domestic locations: 7 Year established: 2008

Healthcare professionals are crucial to the strength of our communities. When planning your financial strategy, consider the difference Tompkins Mahopac Bank can provide as you work toward building your practice.

MahopacBank.com | 866-462-2658 BANKING AND FINANCE

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AN ADVERTORIAL SHOWCASE | JUNE 28, 2021

PCSB Bank Celebrates 150th Anniversary of Serving Lower Hudson Valley PCSB Bank, founded in 1871, is now proudly celebrating its 150th anniversary of providing full-service banking to communities throughout the lower Hudson Valley. While so much has changed during the bank’s century and a half, PCSB’s core value remains the same and more relevant than ever: to provide personalized banking services delivered by people who live in, understand and care about the communities they serve.

“We are very proud to commemorate our 150-year tradition of offering the highest level of service as caring neighbors and dedicated business partners to our customers,” said Joseph D. Roberto, chairman, president and CEO of PCSB Bank. “Our close connections to the communities we serve give us the ability to provide flexible, customized banking services that help families and businesses grow and prosper.”

When it was incorporated in 1871, PCSB Bank was located in Brewster, New York’s general store, undoubtedly a convenient location for the town residents. In 1911, PCSB established its own banking house on Brewster’s Main Street, serving as the quintessential center of commerce and a trusted resource for the community.

As the lower Hudson Valley grew through the decades — adding many more residents and businesses — PCSB grew with the region. The Bank expanded to four counties and now offers 15 branches throughout Westchester, Putnam, Dutchess and Rockland counties. From its first outpost in the general store, PCSB Bank developed a reputation for understanding and caring about the community — a mission that remains steadfast to this day.

Under the leadership of Joe Roberto since 2012, PCSB Bank has made a number of notable expansions and adaptations to serve its burgeoning clientele. In 2015, the name was changed from Putnam County Savings Bank to PCSB Bank, following its acquisition of CMS Bancorp. This evolution served as a platform for PCSB’s deeper expansion into the Westchester market, meeting the need for a customer-driven bank in the county. PCSB’s size and structure ideally positioned it to meet this demand with a high degree of flexibility and responsiveness in its consumer and commercial lending options. The bank also moved its headquarters from Brewster to a 25,000-square-foot-facility in Yorktown Heights in order to centralize its operations.

BANKING AND FINANCE

community, PCSB Bank offers a comprehensive suite of business banking products, along with the tailored service, flexibility and access for which it has been long known. This means ensuring the success of neighborhood businesses by working closely with customers to identify the best banking solutions based on their priorities as well as the business acumen of PCSB professionals.

PCSB Bank has been a trustworthy, stable resource to customers through good times and bad, including the Great Depression, two World Wars, the financial crisis and countless other upheavals.

During the recent pandemic, it once again rose to meet the challenge and help businesses and families stay financially secure.

The Bank acted quickly and decisively to keep employees and customers safe, finding new ways to deliver its trademark

During 2017, PCSB completed a conversion from a New York state-chartered mutual savings bank to a stock savings bank. The bank’s charter then changed from a savings to a commercial bank in 2019, allowing it to serve municipalities and a wide range of businesses even more effectively. PCSB became known as “The Incredibly Neighborly Commercial Bank” following this transition.

In its leadership role in the business

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customer service under difficult circumstances.

Steps taken to ease financial distress caused by the pandemic included waiving fees and granting both consumer and commercial loan payment deferrals.

PCSB Bank also funded loans, through the CARES Act, Paycheck Protection Program (PPP), to more than 300 small businesses, assisting them through the complex process to make sure these enterprises survived the crisis. This reflects the Bank’s commitment to “Main Street”— from its first headquarters in Brewster to its ceaseless support of the businesses that bring life and vitality to main streets and their communities across the region.

PCSB Bank extends its neighborliness and generosity far beyond its branches and customer base. In keeping with a tradition of charity and service, the PCSB Bank Community Foundation was formed in 2017 to identify and provide donations to nonprofit organizations in the region that need financial support. The Foundation provides grants to not-for-profit groups, institutions, schools and other organizations that demonstrate the ability to provide exceptional services to communities throughout the lower Hudson Valley.

These include youth programs, health and human services, educational, social awareness and community organizations that foster affordable housing.

In addition, PCSB employees participate in a host of fundraising events each year, such as the American Heart Association Heart Walk — which brings out hundreds of staff with their families and pets. It’s all part of PCSB Bank’s tradition of seeing employees, customers and the greater community as “family” and neighbors, striving together to make a positive impact.

Joe Roberto concluded, “Our Foundation and community involvement, along with our understanding of our customers and their needs, reflect the unique value proposition, which has ensured our growth for 150 years. While our footprint has greatly expanded, our core values remain true to our original mission — a testament to the strength and stability of our institution. People find that it is both comforting and advantageous to do business with bankers who know and care about you.”

For information about how PCSB Bank can help you, your family and your business, please visit www.pcsb.com.

AN ADVERTORIAL SHOWCASE | JUNE 28, 2021

150 years is a big

MIL EST ONE

Now more than ever the steadiness of PCSB provides reassurance for our customers, local businesses and retailers that better days lie ahead. While remaining true to our roots, our solid foundation has helped us expand across four New York Counties, becoming a respected commercial bank with a bigger footprint. 150 years of neighbor helping neighbor. That’s a milestone.

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SERVING THE LOWER HUDSON VALLEY SINCE 1871 • 914-248-7272 • PCSB.com • MEMBER FDIC

BANKING AND FINANCE

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AN ADVERTORIAL SHOWCASE | JUNE 28, 2021

BANKS (Commercial) | FAIRFIELD COUNTY Area code: 203 (unless otherwise noted)

Bank of America N.A. 101 N. Tryon St., Charlotte, N.C. 28255 800-432-1000 • bankofamerica.com Top executive: Brian T. Moynihan Number of domestic locations: 4,600 Year established: 1904

The First Bank of Greenwich 444 E. Putnam Ave., Cos Cob 06807 203-629-8400 • greenwichfirst.com Top executive: Frank J. Gaudio Number of domestic locations: 3 Year established: 2006

Patriot Bank N.A. 900 Bedford St., Stamford 06901 203-324-7500 • bankpatriot.com Top executive: Robert G. Russell, Jr. Number of domestic locations: 9 Year established: 1994

Bankwell Bank 208 Elm St., New Canaan 06840 877-966-1944 • mybankwell.com Top executive: Christopher Gruseke Number of domestic locations: 12 Year-to-date net income: 21,687 Year established: 2002

First Republic Bank 111 Pine St., San Francisco, CA 94111 415-392-1400 • firstrepublic.com Top executive: James H. Herbert II Number of domestic locations: 78 Year established: 2010

People’s United Bank N.A. 850 Main St., Bridgeport 06604 800-894-0300 • peoples.com Top executive: John P. Barnes Number of domestic locations: 403 Year established: 1869

HSBC Bank USA N.A. 1800 Tysons Blvd., Tysons, VA 22102 800-975-4722 • us.hsbc.com Top executive: Michael Roberts Number of domestic locations: 230 Year established: 2004

Signature Bank 565 Fifth Ave., New York, N.Y. 10017 1-886-SIGLINE • signatureny.com Top executive: Joseph J. DePaolo Number of domestic locations: 33 Year-to-date net income: 588,926 Year established: 2001

BNY Mellon N.A. 240 Greenwich St., New York, N.Y. 10286 212-495-1784 • bnymellon.com Top executive: Interim CEO: Thomas P. (Todd) Gibbons Number of domestic locations: 34 Year established: 1869 Citibank N.A. 701 E. 60 St., Sioux Falls, S.D. 57104 800-285-3000 • citibank.com Top executive: Mary McNiff Number of domestic locations: 723 Year established: 1812 Citizens Bank N.A. 1 Citizens Plaza, Providence, R.I. 02903 401-456-7096 • citizensbank.com Top executive: Bruce Van Saun Number of domestic locations: 1,127 Year established: 2005 Connecticut Community Bank N.A. (Division of Westport National Bank) 1495 Post Road East, Westport 06880 203-319-6260 • ccbankonline.com Top executive: David W. Tralke Number of domestic locations: 9 Year established: 1998 DR Bank 1001 Post Road, Darien 06820 800-361-5363 • drbank.com Top executive: Robert Kettenmann Number of domestic locations: 3 Year established: 2006

BANKING AND FINANCE

JPMorgan Chase Bank N.A. 1111 Polaris Pkwy., Columbus, OH 43240 212-270-6000 • jpmorganchase.com Top executive: Jamie Dimon Number of domestic locations: 5,100 Year established: 1824 KeyBank N.A. 127 Public Square, Cleveland, OH 44114 216-689-5580 • key.com Top executive: Beth Mooney Number of domestic locations: 1,197 Year established: 1849 M&T Trust Co. 1 M&T Plaza, Buffalo, N.Y. 14203 800-724-2440 • mtb.com Top executive: Michael D. Berman Number of domestic locations: 780 Year-to-date net income: 1,961,156 Year established: 1856 The Northern Trust Co. 50 S. La Salle St., Chicago, IL 60603 312-630-6000 • northerntrust.com Top executive: Michael O’Grady Number of domestic locations: 65 Year established: 1889

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TD Bank N.A. 66 Wellington Street West P.O. Box 1 TD Bank Tower Toronto, Ontario M5J 416-307-8500 • tdbank.com Top executive: Greg Braca Number of domestic locations: 1,301 Year established: 1852 Webster Bank N.A. Webster Plaza, Waterbury 06702 800-325-2424 • websterbank.com Top executive:John R. Ciulla Number of domestic locations: 177 Year established: 1870 Wells Fargo Bank N.A. 101 N. Phillips Ave., Sioux Falls, S.D. 57104 704-590-4900 • wellsfargo.com Top executive: Charles W. Scharf Number of domestic locations: 8,050 Year established: 1870

AN ADVERTORIAL SHOWCASE | JUNE 28, 2021

BANKING AND FINANCE

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AN ADVERTORIAL SHOWCASE | JUNE 28, 2021

BANKS (Thrifts & Savings) | FAIRFIELD COUNTY Area code: 203 (unless otherwise noted)

Fairfield County Bank 150 Danbury Road, Ridgefield 06877 438-6518 • fairfieldcountybank.com Top executive: Daniel Berta Year established: 1871

First County Bank 160 Atlantic St., Stamford 06904 462-4401 • firstcountybank.com Top executive: Reyno A. Giallongo Jr. and Robert J. Granata Year established: 1851

Fieldpoint Private Bank & Trust 100 Field Point Road Greenwich 06830 413-9302 • fieldpointprivate.com Top executive: H. Russell Holland III Year established: 2008

Newtown Savings Bank 39 Main St., Newtown 06470 426-4440 • nsbonline.com Top executive: Kenneth Weinstein Year established: 1855

Savings Bank of Danbury 220 Main St., Danbury 06813 743-3849 • sbdanbury.com Top executive: Martin Morgado Year established: 1849 Union Savings Bank 226 Main St., Danbury 06813 830-4200 • unionsavings.com Top executive: Cynthia C. Merkle Year established: 1866

BANKS (Thrifts & Savings) | WESTCHESTER COUNTY Area code: 914 (unless otherwise noted)

Apple Bank for Savings 122 E. 42 St., Ninth floor, Manhasset 10168 902-2775 • applebank.com Top executive: Steven C. Bush Year established: 1863

Orange Bank & Trust Co. 212 Dolson Ave., Middletown 10940 845-341-5000 • orangecountytrust.com Top executive: Michael Gilfeather Year established: 1892

NorthEast Community Bank 325 Hamilton Ave., White Plains 10601 684-2500 • necommunitybank.com Top executive: Kenneth A. Martinek Year established: 1934

Ridgewood Savings Bank 7102 Forest Ave., Ridgewood 11385 718-240-4800 • ridgewoodbank.com Top executive: Leonard Stekol Year established: 1921

BANKING AND FINANCE

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Sunnyside Federal Savings and Loan Association of Irvington 56 Main St., Irvington 10533 591-8000 • sunnysidefederal.com Top executive: Timothy D. Sullivan Year established: 1929 TrustCo Bank 1 Sarnowski Drive, Glenville 12302 518-381-3831 • trustcobank.com Top executive: Robert Joseph McCormick Year established: 1902

AN ADVERTORIAL SHOWCASE | JUNE 28, 2021

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AN ADVERTORIAL SHOWCASE | JUNE 28, 2021

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