book of lists sample

Page 1

Ranked by number of CPAs in county; listed alphabetically in event of tie.

Westchester County Next list: August 8 Limousine Companies

Accounting Firms

6

Gettry Marcus Stern & Lehrer CPA, P.C.

7

Marks Paneth & Shron L.L.P.++

8

MBAF-ERE CPAs L.L.C.

222 Bloomingdale Road, Suite 400, White Plains 10605 644-9200

222 Bloomingdale Road, White Plains 10605 909-1170 • gmslny.com

660 White Plains Road, Tarrytown 10591 524-9000 •markspaneth.com

400 Columbus Ave., Suite 200E, Valhalla 10595 741-0800 • mbafcpa.com

WeiserMazars L.L.P.

tax services

Maier, Markey & Justic L.L.P.

small-business services

5

800 Westchester Ave., Suite N-400, Rye Brook 10573 694-4600 • darcangelo.com

personal planning

D'Arcangelo & Company L.L.P. +

management consulting

4

709 Westchester Ave., White Plains 10604 949-2990 • citrincooperman.com

litigation support

Citrin Cooperman

marketing@jhcohn.com

Number of partners in county, nationwide

government accounting

3

500 Mamaroneck Ave., Harrison 10528 381-8900 • odmd.com

Co-office managing partners

Number of CPAs in county, nationwide

estate planning

2

O'Connor Davies Munns & Dobbins L.L.P.

1311 Mamaroneck Ave., Suite 250, White Plains 10605 684-2700 • jhcohn.com

Arnold I. Marden CPA Stephen J. Harrison CPA

Number of accounting professionals in county, nationwide

computer consulting

1

J.H. Cohn L.L.P.

Managing partner(s) Email address Year company established

business planning

Name, address, phone number Area code: 914 (unless otherwise noted) Website

auditing

Rank

Ranked by number of CPAs in county; listed alphabetically in event of tie.

206 763

105

36 157

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35 60

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17 97

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8 26

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5 5

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6 20

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5 62

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7 57

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3 95

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3 97

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4 4

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5 5

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5 5

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3 3

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4 4

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417

1919 Kevin J. Keane CPA kkeane@odmd.com 1891

158 330

158

Joel A. Cooperman info@citrincooperman.com 1979

54 288

194

James R. D'Arcangelo jdarcangelo@darcangelo.com 1950

45 130

124

Anthony J. Justic ajj@mgroupusa.com 1986

25 25

14

Dennis B. Kremer dbkremer@gmslny.com 1952

13 90

13

Arthur E. Cannata CPA Mark Levenfus CPA Michael L. McNee CPA Partner-in-charge Westchester office contacts@markspaneth.com 1907 Ira Rubenstein (New York region) Tony Argiz (National) mbaf@mbafcpa.com 1969

27 379

21 400 (total staff)

90

30

25

14

60

12 182

11 147

Douglas A. Phillips CPA jeffrey.katz@weisermazars.com 1921

16 500

320

Michael J. Mahoney mmahoney@uhy-us.com 2004

15 727

376

55 Katonah Ave., Katonah 10536 232-8461 • wgreeneco.com

William Greene cpa@wgreeneco.com 1970

14 14

10

10

Kass & Jaffe P.C. 1025 Westchester Ave., White Plains 10604 948-7800

Stephen L. Kass CPA skass@kassjaffe.com 1983

12 12

9

11

A. Uzzo & Company CPAs, P.C.

Anthony P. Uzzo auzzo@auzzo.com 1984

20 20

8

Scott Martin smartin@brmcpa.com 1929

8 8

8

David M. Peretz dperetz@peretzcpas.com 1990

24 24

7

David R. Selznick 1997

11 11

7

Victor J. Cannistra CPA victorc@cannistracpa.com 1975

7 7

7

Ellen Kera CPA ekera@keracpas.com 1955

12 12

6

660 White Plains Road, Tarrytown 10591 333-0555 • weisermazars.com

9

UHY L.L.P.^ 800 Westchester Ave., Suite North 641-657, Rye Brook 10573 697-4955 • uhyllp-us.com

William Greene & Company L.L.P.

287 Bowman Ave., Purchase 10577 694-8800 • auzzo.com

Band, Rosenbaum & Martin P.C. 26 Burling Lane, New Rochelle 10801 636-7200 • brmcpa.com

12

Peretz, Resnick, Mitgang & Marcus L.L.P. 303 S. Broadway, Suite 105, Tarrytown 10591 332-5393 • peretzcpas.com

Selznick & Company L.L.P. 145 Bedford Road, Suite 201, Armonk 10504 273-3700 • dselznick.com

Victor J. Cannistra CPA, P.C. 115 Kisco Ave, Mount Kisco 10549 241-3605

13

Kera & Company 150 White Plains Road, Suite 406, Tarrytown 10591 332-8484 • keracpas.com

Services offered

11

10

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9

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6

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RANKED BY NUMBER OF EVENTS CATERED IN 2010. LISTED ALPHABETICALLY IN EVENT OF TIE.

WESTCHESTER COUNTY NEXT LIST: FEBRUARY 21 PHYSICIANS FIRMS

CATERING FIRMS

Doubletree by Hilton Tarrytown

3

455 S. Broadway, Tarrytown 10591 631-5700 • tarrytown.doubletree.com

Country Manor Catering at Holiday Inn - Mount Kisco 1 Holiday Inn Drive, Mount Kisco 10549 241-2600 • hudsonvalleymanor.com

4

Frank & Joe's Deli

5

Antun's of Westchester Catering & Events

6

Standing Room Only

7

Crabtree's Kittle House Restaurant & Inn

76 Wheeler Ave., Pleasantville 10570 747-1349

35 Valley Ave., Elmsford 10523 592-5260 • antunsofwestchester.com

1491 Weaver St., Scarsdale 10583 472-3002 • srofinefoods.com

11 Kittle Road, Chappaqua 10514 666-8044 • kittlehouse.com

Sheldon Party Services 17 Newcomb Place, White Plains 10606 831-9151

8

The Great American BBQ

9

The Royal Regency

52 Gedney Way, White Plains 10605 686-2277 • thegreatamericanbbq.com

165 Tuckahoe Road, Yonkers 10710 476-6200 • royalregencycatering.com

10

Polonaise Catering at the Polish Center

11

Abigail Kirsch Catering Relationships

92 Waverly St., Yonkers 10701 965-2559 • thepolishcenter.com

81 Highland Ave., Tarrytown 10591 631-3030 • abigailkirsch.com

Doral Arrowwood 975 Anderson Hill Road, Rye Brook 10573 939-5500 • doralarrowwood.com

12

Le Chateau Restaurant 1410 Route 35, South Salem 10590 533-6631 • lechateauny.com

Rye Ridge Deli 126 S. Ridge St., Rye Brook 10573 937-2131• ryeridgedeli.com

Susan Lawrence 26 N. Greeley Ave., Chappaqua 10514 238-8833 • susanlawrence.com

13

Sinapi's Ceola Manor

14

Sam's of Gedney Way

15

Antonees Gourmet Family

489 E. Main St., Jefferson Valley 10535 245-0630 • ceola.com

50 Gedney Way, White Plains 10605 949-0978 • samsofgedneyway.com

115 N. Broadway, White Plains 10603 328-5672 • antonees.com

Unique Affair Caterers 110 Nannahagen Road, Pleasantville 10570 769-5010 • uniqueaffaircatering.com

16

Tarrytown House Estate on the Hudson 49 E. Sunnyside Lane, Tarrytown 10591 591-3105 • tarrytownhouseestate.com

Taylored Menus Inc. 101 Castleton St., Suite 103, Pleasantville 10570 741-5410 • tayloredmenus.com

Paul Ghiron Sean Kerins orders@thecrystalspoon.com 2005

1,723

Rich Friedman Frank Troi ana.barreto@hilton.com 1961

Services offered

Specialties

New York Medical College graduation, French American School annual dinner

a

a

a

991

New York Life Insurance annual meeting, Westchester County Association, Make-a-Wish Foundation

a

a

a

Kevin Cottet, general manager Juan Carlos hikiscosales@hikisco.meyerjabara.com 1970

700

Bar mitzvahs, weddings, Hudson Valley Chamber Mega Mixer

a

a

a

a

Robert Spitalieri and Malachy Costello Chef Ruben rspit@optonline.net 1961

500

Briarcliff Manor Fire Department inspector's dinner, Briarcliff Manor High School ring ceremony brunch, Verizon luncheon for 200 people at White Plains headquarters

a

a

a

a

Ronald Stytzer Richard Stytzer info@antunsofwestchester.com 1985

465

Caribbean food delights, Westchester ARC, National Association of Postal Workers

a

Sharon Snyder, president Renee Cory info@srofinefoods.com 1990

450

Winter wedding at Angel Orensanz, an autumn wedding at Midtown Loft and Terrace, the dedication of the new synagogue and social hall at Westchester Reform Temple in Scarsdale

a

a

a

John Crabtree Benjamin Lambert info@kittlehouse.com 1981

400

WND

a

a

Martha Pattern NR sheldonparties@optonline.net 1999

400

WND

a

Peter Herero Joe Sasso david@nyhgroup.com 1998

381

Corporate event for 400, private wedding anniversary in Greenwich for 225 guests

a

WND Hendrick Southout info@royalregencycatering.com 1994

More than 350

Walk for The Hearing Impaired annual breakfast, The Annual Victory Food Show

a

Barbara Rusinko Jacek Szewczyk info@thepolishcenter.com 1933

330

Annual Yonkers St. Patrick's day dinner dance, Local 628 Yonkers Firefighters dinner dance, annual New Year's celebration

a

a

James Kirsch John D'Arcangelo chay@abigailkirsch.com 1980

More than 300

Green Chimneys fundraiser with special guest appearance by Ralph Lauren, Planned Parenthood fundraiser with special guest appearance by Dr. Ruth Westheimer, Combe corporate holiday events with special performance by George Benson

a

a

Carol Management Michael Schmeltzer rcosta@doralarrowwood.com 1986

More than 300

Westchester Arts gala, Autism Speaks banquet, weddings

a

a

a

Monique Jaffre Andre Molle banquets@lechateauny.com 1973

300

Weddings, ABC Foundation, Boehringer

a

a

a

Harry Martin Levid Aguirre 1983

300

Palace Theater lunch, Atlas Air holiday celebrations, various funerals

Mark Kramer Mark Kramer info@susanlawrence.com 1980

300

Hudson River Museum gala: American Vintage John Singer Sargent opening exhibit gala, New York City; Ossining Children's Center gala

a

Peter Sinapi Isaias Aguliar sales@ceola.com 1995

221

Weddings, bar and bar mitzvahs and sweet 16s

a

Peter Herrero Joe Sasso peter@nyhgroup.com 1986

More than 200

Private two-day conference for 60 people, multiple weddings and bar mitzvahs

a

Perry DiNapoli WND perryd@antonees.com 1991

200

Breast cancer awareness dinner

a

a

a

a

a

Family gatherings and celebrations, corporate events, company picnics

Guy DeMeo WND info@uniqueaffaircatering.com 1987

200

WND

a

a

a

a

a

Full-service caterer, weddings, bar and bat mitzvahs, off-premises events

Joe Santore General manager Chris Hettinger dsmith@destinationhotels.com 1964

150

WND

a

a

a

M. Taylor Smelser Rose Portillo tmenus@aol.com 1998

150

Making Headway annual family fun day, Byram Hills school district, Westchester Institute of Human Development

a

a

a

food drop-off

2

175 Clearbrook Road, Elmsford 10523 372-7080 • thecrystalspoon.com

Top three (3) events catered in 2010

equipment rental service

The Crystal Spoon Corp.

Number of events catered in 2010

wait service

1

Company president Executive chef Email address Year established

event planning

Name, address, phone number Area code: 914 (unless otherwise noted) Website

full service

Rank

Ranked by number of events catered in 2010; listed alphabetically in event of tie.

a

a

Corporate catering for businesses, corporations, and institutions in Westchester County; breakfast and lunch buffets, cocktail parties, corporate meetings, picnics and barbecues, formal dinners, tasteful presentations of American and international cuisine

a

Corporate and social events in Westchester County, personalized menus for budgeted and upscale events

Customized menus to fit any budget

a

Hot and cold catering, on-premises butcher shop, serving breakfast, lunch and dinner

a

Victorian mansion with private gardens offering full-service on-site catering for all celebratory events and corporate business; off-site take-out catering and Sunday champagne brunch

a

a

Known for its delicious foods, unique presentations and great service staff; offers fresh menu items that are health conscious and fun, retail take-home available

a

a

a

Critically acclaimed cuisine, Wine Spectator magazine grand award wine list, overnight inn accommodations, on and off premise events

a

a

a

a

Full service specializing in intimate catered affairs in private homes, willing to work on any event with any budget, will work with any catering firm in any location, open to new situations and ideas

a

a

a

a

Barbecue pulled pork, dry-rub St. Louis ribs, golden corn pudding

a

Family owned and operated, fine food with excellent service, newly renovated facilities, three banquet rooms with seating for up to 450 guests, complimentary parking

a

Full-service catering

a

Creative concepts in menu design that focus on seasonality and local ingredients, specialties include bite-size hors d'oeuvres and delicious desserts

a

Hotel, resort and conference center, weddings, bar and bat mitzvahs, corporate outings, bridal and baby showers, holiday parties Weddings, bar mitzvahs, engagement parties, birthdays, anniversaries, corporate events in Tudor mansion built in 1907 by J.P. Morgan overlooking the Hudson River, French cuisine, J.P. Lounge for cocktails and casual dining

a

a

New York kosher style, appetizing food

a

Premier boutique caterer with unique approach to event planning and party design, retail store, café and bakery with an array of entrees, including salads, hors d'oeuvres, freshly baked breads and pastries, selection of coffee beans, fine chocolates, candies, jams and gifts imported from around the world Catering weddings, bar and bat mitzvahs, birthdays, christenings, bridal and baby showers, corporate events, dinner dances

Regional American cuisine, private banquet room

a

Wedding ceremonies, weddings and life-cycle events, weekend retreats, interactive chefs' tables (Iron Chef)

a

a

Appetizers hand made on premises (sesame seared tuna on blue chip, veggie rice paper spring rolls, flank steak and jicama skewers), summer barbeques, potato crusted grouper, Asian noodle and cabbage slaw


RANKED BY TOTAL COMPENSATION

WESTCHESTER COUNTY NEXT LIST: OCTOBER 24 INTELLECTUAL PROPERTY LAW FIRMS

HIGHLY COMPENSATED CEOs

Rank

Ranked by total compensation

1 2 3 4 5 6 7 8 9 10 11

Name, address, phone number Area code: 914 (unless otherwise noted) Website

GAMCO Investors Inc. 1 Corporate Center, Rye 10580 921-5100 • gabelli.com

International Business Machines Corp.♦ 1 New Orchard Road, Armonk 10504 499-1900 • ibm.com

S.L. Green Realty Corp. (Headquartered in New York City) 360 Hamilton Ave., White Plains 10601 750-7200 • slgreen.com

PepsiCo Inc. 700 Anderson Hill Road Purchase 10577 253-2000 • pepsico.com

Morgan Stanley & Co. (Headquartered in New York City) 2000 Westchester Ave., Purchase 10577 225-5510 • morganstanley.com

Jarden Corp. 555 Theodore Fremd Ave., Rye 10580 967-9400 • jardencorp.com

Avon Products Inc. (Headquartered in New York City) 601 Midland Ave., Rye 10580 935-2000 • avon.com

ITT Corp. 1133 Westchester Ave. White Plains 10604 641-2000 • itt.com

MasterCard International 200 Purchase St., Purchase 10577 249-2000 • mastercard.com

Consolidated Edison Inc. (Headquartered in New York City) 511 Theodore Fremd Ave., Rye 10580 (800) 752-6633 • coned.com

Starwood Hotel & Resorts Worldwide Inc. 1111 Westchester Ave. White Plains 10604 640-8100 • starwood.com

CEO Title Age • year appointed

Year of data

Salary $

Bonus $

Stock awards $

Option awards $

Nonequity incentive plan compensation $

Change in retention plan value $

Change in All other Total pension value compensation compensation and $ $ nonqualified deferred compensation earnings $

Mario J. Gabelli Chairman, CEO and chief investment officervalue portfolios 68 • 1976

2010

0

0

0

0

0

0

0

56,608,736

56,608,736

Samuel J. Palmisano Chairman, president and CEO 59 • 2002

2010

1,800,000

0

13,319,450

0

9,000,000

2,395,650

4,142,277

1,061,231

31,718,608

Marc Holliday CEO 44 • 2008

2010

725,000

5,062,500

18,989,524

0

0

0

0

63,327

24,840,351

Indra K. Nooyi Chairman and CEO 55 • 2006

2010

1,300,000

0

6,000,029

3,507,967

3,000,000

0

2,143,083

224,302

16,175,381

James P. Gorman Chairman and CEO 52 • 2010

2010

800,000

3,880,000

10,167,949

0

0

0

331,688

6,100

15,185,737

Martin E. Franklin Chairman and CEO 46 • 2001

2010

2,034,728

2,034,728

7,065,600

0

2,034,728

0

0

548,447

13,718,231

Andrea Jung Chairman and CEO 52 • 2001

2010

1,375,000

0

0

2,956,685

5,362,500

0

3,282,731

189,968

13,166,884

Steven R. Loranger Chairman, president and CEO 59• 2004

2010

1,154,231

0

4,187,372

2,047,462

2,328,352

0

2,602,844

314,791

12,635,052

Ajay S. Banga President and CEO 51 • 2010

2010

850,000

2,123,906

4,632,491

2,200,131

1,900,000

0

0

149,286

11,855,814

Kevin Burke Chairman, president and CEO 60 • 2005

2010

1,118,550

0

4,063,356

0

1,805,600

0

3,189,329

99,559

10,276,394

Frits Van Paasschen President and CEO 50 • 2007

2010

1,208,333

0

3,956,262

1,210,395

3,000,000

0

0

171,626

9,546,616


RANKED BY TOTAL ASSETS

WESTCHESTER COUNTY NEXT LIST: OCTOBER 10 COMMERCIAL DEVELOPERS

COMMERCIAL BANKS

Ranked by total assets. Rank

Name and address • Number of branches in county Telephone number, area code: 914 (unless otherwise noted) Website

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

Source:

JPMorgan Chase N.A. 270 Park Ave., New York City 10017 • 106 branches (800) 678-1051 • jpmorganchase.com Bank of America 101 S. Tryon St., Charlotte, NC 28255 • 24 branches (800) 432-1000 • bankofamerica.com Citibank N.A. 399 Park Ave., New York City 10022 • 25 branches (800) 285-3000 • citibank.com Wells Fargo Bank N.A. 101 N. Phillips Ave., Suite A, Sioux Falls, SD 57104 • 35 branches (605) 575-7332 • wellsfargo.com The Bank of New York Mellon 1 Wall St., New York City 10286 • One branch (212) 495-1784 • bnymellon.com HSBC Bank USA N.A. 1800 Tysons Blvd., McLean, VA 22102• 24 branches (800) 975-4722 • us.hsbc.com TD Bank N.A. 2035 Limestone Road, Wilmington, DE 19808 • 13 branches (302) 351-4560 • tdbanknorth.com Capital One N.A. 1680 Capital One Drive, McLean, VA 22102 • 10 branches (703) 448-3747 • capitalone.com RBS Citizens Bank N.A. 1 Citizens Plaza, Providence, RI 02903 • 10 branches (401) 456-7096 • citizensbank.com KeyBank N.A. 127 Public Square, Cleveland, Ohio 44114 • 17 branches (216) 689-5580 • key.com M&T Bank 1 M&T Plaza, Buffalo 14203 • Eight branches (800) 724-2440 • mtb.com Webster Bank 145 Bank St., Waterbury, CT 06702 • Eight branches (800) 325-2424 • websterbank.com Signature Bank 565 Fifth Ave., New York City 10017 • Two branches (866) 744-5463 • signatureny.com BNY Mellon N.A. 500 Grant St., 1 Mellon Center, Pittsburgh, PA 15262 • One branch (412) 234-5000 • bnymellon.com New York Commercial Bank* 1601 Veterans Highway, Suite 100, Islandia 11749 • Two branches (631) 348-0888 • newyorkcommercialbank.com Hudson Valley Bank 1055 Summer St., Suite 1, Stamford, CT 06905 • 18 branches (203) 989-0970 • hudsonvalleybank.com Sterling National Bank 650 Fifth Ave., New York City 10019 • One branch (212) 757-3300 • sterlingbancorp.com Customers Bank 99 Bridge St., Phoenixville, PA 19460 • One branch (610) 933-2000 • customersbank.com Mahopac National Bank 1441 Route 22, Brewster 10509 • Seven branches (888) GoBank8 • welcomebanking.com Patriot National Bank 900 Bedford St., Stamford, CT 06901 • Two branches (800) 762-7620 • pnbdirectonline.com Country Bank 200 E. 42 St., New York City 10017 • One branch (212) 818-9090 • countrybankonline.com Greater Hudson Bank N.A. 643 Route 211 East, Middletown 10941 • One branch (877) 692-1170 • greaterhudsonbank.com The Westchester Bank 2001 Central Park Ave., Yonkers 10710 • Two branches 337-1900 • thewestchesterbank.com Putnam County National Bank of Carmel 43 Gleneida Ave., Carmel 10512 • One branch (845) 225-3688 • pcnb.biz

Total assets ($ rounded)

Year-to-date profit (loss) ($ rounded)

Return on assets annualized ($ rounded)

Return on equity annualized ($ rounded)

Delinquent loans 90 days or more + nonaccruals ($ rounded)

Year established Number of employees

1.8 trillion

5.6 billion

661 thousand

9.0 million

37.1 billion

1824 191,202

1.5 trillion

4.0 billion

539 thousand

4.5 million

55.2 billion

1904 184,977

1.2 trillion

1.9 billion

314 thousand

2.9 million

16.2 billion

1812 175,431

1.1 trillion

6.0 billion

1.1 million

9.7 million

45.6 billion

1870 227,447

236.3 billion

712.0 million

712 thousand

8.6 million

312 million

1851 33,049

195.1 billion

617.7 million

644 thousand

6.8 million

2.3 billion

2004 9,856

180.0 billion

397.1 million

457 thousand

3.0 million

2.0 billion

1852 24,096

127.6 billion

659.5 million

1.0 million

5.4 million

1.9 billion

1933 19,327

109.3 billion

177.1 million

336 thousand

2.0 million

1.6 billion

2005 15,914

85.9 billion

520.0 million

1.2 million

9.9 million

1.1 billion

1849 15,351

76.5 billion

555.2 million

1.6 million

12.3 million

1.7 billion

1856 14,142

17.8 billion

76.7 million

857 thousand

7.5 million

229.7 million

1870 2,906

13.1 billion

71.2 million

1.1 million

14.3 million

62.4 million

2001 682

11.5 billion

63.5 million

1.1 million

4.8 million

39.3 million

1869 1,774

3.0 billion

19.9 million

1.4 million

7.5 million

39.3 million

1990 252

2.8 billion

12.1 million

879 thousand

8.8 million

62.1 million

1972 447

2.5 billion

9.0 million

762 thousand

9.4 million

6.0 million

1929 535

1.7 billion

-1.5 million

-201 thousand

-2.7 million

70.7 million

1997 151

861.8 million

2.4 million

555 thousand

4.7 million

17.4 million

1927 125

647.9 million

-15.9 million

-4.5 million

-49.3 million

28.5 million

1994 133

455.7 million

1.8 million

799 thousand

10.3 million

10.6 million

1988 56

300.2 million

1.0 million

735 thousand

6.2 million

636 thousand

2002 39

240.1 million

660 thousand

66 million

5.1 million

482 thousand

2008 27

166.7 million

357 thousand

422 thousand

1.7 million

5.9 million

1865 38

Information obtained from BauerFinancial Inc., Coral Gables, Fla. 33114; (800) 388-6686; bauerfinancial.com; data as of June 2011. Compiled from data as reported to federal regulators. Although the financial data obtained from these sources is consistently reliable, its accuracy and comprehensiveness cannot be guaranteed by BauerFinancial Inc. Information for number of branches is current as of June 2010 and was obtained from the Federal Deposit Insurance Corp. website fdic.gov or from institution websites. * Atlantic Bank of New York is the institution's division in Westchester County.


RANKED BY TOTAL ASSETS

WESTCHESTER COUNTY NEXT LIST: OCTOBER 10 COMMERCIAL DEVELOPERS

COMMERCIAL BANKS

Ranked by total assets. Rank

Name and address • Number of branches in county Telephone number, area code: 914 (unless otherwise noted) Website

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

Source:

JPMorgan Chase N.A. 270 Park Ave., New York City 10017 • 106 branches (800) 678-1051 • jpmorganchase.com Bank of America 101 S. Tryon St., Charlotte, NC 28255 • 24 branches (800) 432-1000 • bankofamerica.com Citibank N.A. 399 Park Ave., New York City 10022 • 25 branches (800) 285-3000 • citibank.com Wells Fargo Bank N.A. 101 N. Phillips Ave., Suite A, Sioux Falls, SD 57104 • 35 branches (605) 575-7332 • wellsfargo.com The Bank of New York Mellon 1 Wall St., New York City 10286 • One branch (212) 495-1784 • bnymellon.com HSBC Bank USA N.A. 1800 Tysons Blvd., McLean, VA 22102• 24 branches (800) 975-4722 • us.hsbc.com TD Bank N.A. 2035 Limestone Road, Wilmington, DE 19808 • 13 branches (302) 351-4560 • tdbanknorth.com Capital One N.A. 1680 Capital One Drive, McLean, VA 22102 • 10 branches (703) 448-3747 • capitalone.com RBS Citizens Bank N.A. 1 Citizens Plaza, Providence, RI 02903 • 10 branches (401) 456-7096 • citizensbank.com KeyBank N.A. 127 Public Square, Cleveland, Ohio 44114 • 17 branches (216) 689-5580 • key.com M&T Bank 1 M&T Plaza, Buffalo 14203 • Eight branches (800) 724-2440 • mtb.com Webster Bank 145 Bank St., Waterbury, CT 06702 • Eight branches (800) 325-2424 • websterbank.com Signature Bank 565 Fifth Ave., New York City 10017 • Two branches (866) 744-5463 • signatureny.com BNY Mellon N.A. 500 Grant St., 1 Mellon Center, Pittsburgh, PA 15262 • One branch (412) 234-5000 • bnymellon.com New York Commercial Bank* 1601 Veterans Highway, Suite 100, Islandia 11749 • Two branches (631) 348-0888 • newyorkcommercialbank.com Hudson Valley Bank 1055 Summer St., Suite 1, Stamford, CT 06905 • 18 branches (203) 989-0970 • hudsonvalleybank.com Sterling National Bank 650 Fifth Ave., New York City 10019 • One branch (212) 757-3300 • sterlingbancorp.com Customers Bank 99 Bridge St., Phoenixville, PA 19460 • One branch (610) 933-2000 • customersbank.com Mahopac National Bank 1441 Route 22, Brewster 10509 • Seven branches (888) GoBank8 • welcomebanking.com Patriot National Bank 900 Bedford St., Stamford, CT 06901 • Two branches (800) 762-7620 • pnbdirectonline.com Country Bank 200 E. 42 St., New York City 10017 • One branch (212) 818-9090 • countrybankonline.com Greater Hudson Bank N.A. 643 Route 211 East, Middletown 10941 • One branch (877) 692-1170 • greaterhudsonbank.com The Westchester Bank 2001 Central Park Ave., Yonkers 10710 • Two branches 337-1900 • thewestchesterbank.com Putnam County National Bank of Carmel 43 Gleneida Ave., Carmel 10512 • One branch (845) 225-3688 • pcnb.biz

Total assets ($ rounded)

Year-to-date profit (loss) ($ rounded)

Return on assets annualized ($ rounded)

Return on equity annualized ($ rounded)

Delinquent loans 90 days or more + nonaccruals ($ rounded)

Year established Number of employees

1.8 trillion

5.6 billion

661 thousand

9.0 million

37.1 billion

1824 191,202

1.5 trillion

4.0 billion

539 thousand

4.5 million

55.2 billion

1904 184,977

1.2 trillion

1.9 billion

314 thousand

2.9 million

16.2 billion

1812 175,431

1.1 trillion

6.0 billion

1.1 million

9.7 million

45.6 billion

1870 227,447

236.3 billion

712.0 million

712 thousand

8.6 million

312 million

1851 33,049

195.1 billion

617.7 million

644 thousand

6.8 million

2.3 billion

2004 9,856

180.0 billion

397.1 million

457 thousand

3.0 million

2.0 billion

1852 24,096

127.6 billion

659.5 million

1.0 million

5.4 million

1.9 billion

1933 19,327

109.3 billion

177.1 million

336 thousand

2.0 million

1.6 billion

2005 15,914

85.9 billion

520.0 million

1.2 million

9.9 million

1.1 billion

1849 15,351

76.5 billion

555.2 million

1.6 million

12.3 million

1.7 billion

1856 14,142

17.8 billion

76.7 million

857 thousand

7.5 million

229.7 million

1870 2,906

13.1 billion

71.2 million

1.1 million

14.3 million

62.4 million

2001 682

11.5 billion

63.5 million

1.1 million

4.8 million

39.3 million

1869 1,774

3.0 billion

19.9 million

1.4 million

7.5 million

39.3 million

1990 252

2.8 billion

12.1 million

879 thousand

8.8 million

62.1 million

1972 447

2.5 billion

9.0 million

762 thousand

9.4 million

6.0 million

1929 535

1.7 billion

-1.5 million

-201 thousand

-2.7 million

70.7 million

1997 151

861.8 million

2.4 million

555 thousand

4.7 million

17.4 million

1927 125

647.9 million

-15.9 million

-4.5 million

-49.3 million

28.5 million

1994 133

455.7 million

1.8 million

799 thousand

10.3 million

10.6 million

1988 56

300.2 million

1.0 million

735 thousand

6.2 million

636 thousand

2002 39

240.1 million

660 thousand

66 million

5.1 million

482 thousand

2008 27

166.7 million

357 thousand

422 thousand

1.7 million

5.9 million

1865 38

Information obtained from BauerFinancial Inc., Coral Gables, Fla. 33114; (800) 388-6686; bauerfinancial.com; data as of June 2011. Compiled from data as reported to federal regulators. Although the financial data obtained from these sources is consistently reliable, its accuracy and comprehensiveness cannot be guaranteed by BauerFinancial Inc. Information for number of branches is current as of June 2010 and was obtained from the Federal Deposit Insurance Corp. website fdic.gov or from institution websites. * Atlantic Bank of New York is the institution's division in Westchester County.


WESTCHETSER COUNTY NEXT LIST: APRIL 11 MAJOR EMPLOYERS

FINANCIAL PLANNERS

Top local executive Contact (bold) Email address Year firm established

Number of planners in county

Thomas Nicolosi Steven J. Troccoli WND 1894

More than 100 (More than 25 Fairfield County, Conn.; 50 Hudson Valley)

200 (More than 50 Fairfield County, Conn.; More than 100 Hudson Valley)

Josh Becker Nancy Allan careers@strategiesforwealth.com 1934

100

150

Robert A. Clarfeld Robert A. Clarfeld advisor@clarfeld.com 1981

40

80

25 (One Fairfield County, Conn.; four Hudson Valley)

NA

Dominick Scianandre Joyce Fisher fpeterson@hhcminc.com 1997

14

16

Peter V. Ramundo Jr. District manager Peter V. Ramundo Jr. pramundo@news.nef.com 1926

10 (Nine Hudson Valley)

30

Lauren M. Miralia President, CEO Lauren M. Miralia advisogrp@juno.com 1991

9

16

a

a

Christopher P. Jordan Christopher P. Jordan cantonelli@lexcowealth.com 2005

8 (Two Fairfield County, Conn.; three Hudson Valley)

12 (Five Fairfield County, Conn.; three Hudson Valley)

a

a

Charles J. Newman CLU Charles J. Newman chuck@charlesnewman.com 1992

5

7

5

14

Adviso Group Westchester Financial Center, 50 Main St., Suite 1000 White Plains 10606 682-2073

8

LEXCO Wealth Management Inc.

9

The Charles J. Newman Company L.L.C.

120 White Plains Road, Suite 112, Tarrytown 10591 468-8900 • lexcowealth.com

37 Saw Mill River Road, Hawthorne 10532 345-1000 • charlesnewman.com

Palisades Hudson Financial Group

10 11

Northwestern Mutual Financial Network The Rye Brook Financial Group

Richard Flowers CLU, ChFC Richard Flowers rick.flowers@nmfn.com 1857

4

30

Lawrence J. DeNoia CPA, CFP Lori Jones larry@itistrategies.com 1993

3

Daniel S. MacDonald CFP Diane DeVito macdonald@mdicinc.com 1989

3

994 Main St., Peekskill 10566 734-2800 • itistrategies.com

MDIC Investment Co. 116 Kraft Ave., Suite 8, Bronxville 10708 793-4095 • mdicinc.com

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President

Melissa DiNapoli info@palisadeshudson.com 1992

ITI Strategies Inc.

a

Larry M. Elkin CFP, CPA

2 Overhill Road, Suite 100, Scarsdale 10583 723-5000 • palisadeshudson.com

5 International Drive, Suite 100, Rye Brook 10573 275-4500 • flowersgroup.nmfn.com

risk management

7

120 White Plains Road, Suite 135, Tarrytown 10591 570-2532 • newneglandwealthstrategies.com

CEO

ssilverman@fusionadvisornetwork.com 2003

tax

6

New England Financial

20 Baltic Place, Croton-on-Hudson 10520 271-8102 • hhcminc.com

Stuart Silverman

investment

5

Hudson Heritage Capital Management Inc.

555 Taxter Road, Elmsford 10523 909-1500 • fusionfinancialnetwork.com

corporate/small-business benefits

4

Fusion Advisor Network*

560 White Plains Road, Tarrytown 10591 846-0100 • clarfeld.com

estate

3

Clarfeld Financial Advisors Inc.

800 Westchester Ave., Suite N409, Rye Brook 10573 288-8800 • strategiesforwealth.com

college

2

Strategies for Wealth

689 Mamaroneck Ave., Mamaroneck 10543 777-PLAN (7526) • ameriprise.com

retirement

1

Ameriprise Financial

Planning services offered

fee and commission based

Number of Payment options employees in county

commission based

Name, address, phone number Area code: 914 (unless otherwise noted) Website

fee based

Rank

Ranked by the number of planners (two or more) in the county. Listed alphabetically in event of tie.

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6

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LISTED ALPHABETICALLY.

WESTCHESTER COUNTY AND REGION NEXT LIST: SEPT. 26 SHOPPING CENTERS

HOME HEALTH CARE SERVICES

Listed alphabetically. Type(s) of insurance accepted

A & T Healthcare L.L.C. 344 E. Main St., Suite 102, Mount Kisco 10549 244-0544 • at-healthcare.com

All Metro Health Care 4 W. Prospect Ave., Mount Vernon 10550 667-0300 • all-metro.com

Azor Licensed Home Care Services Agency^ 8 E. Prospect Ave., Suite B, Mount Vernon 10550 665-8701 • azorhomecare.com

Barksdale Home Care Services 327 Fifth Ave., Pelham 10803 738-5600 • barksdaleathome.com

Bethel Homes Long-Term 17 Narragansett Ave., Ossining 10562 941-1300 • bethelwell.org

Cabrini Care at Home*

Toni Babington 1984

875 Mamaroneck Ave., Suite 204, Mamaroneck 10543 777-2777 • cancersupportteam.org

Care Alternatives of Mid Hudson II Corp.* 15 Railroad Ave., Kingston 12401 (845) 338-4600

Concept: CARE Inc. 50 Main St., Suite 976, White Plains 10606 682-7990 • conceptcareny.com

Dominican Sisters Family Health Service 299 N. Highland Ave., Ossining 10562 941-1654 • dsfhs.org

The Esplanade Senior Residence 95 S. Broadway, White Plains 10601 761-8100 • esplanadesenior.com

Family Home Health Care Inc. 65 S. Broadway, Tarrytown 10591 631-7200 • dsfhs.org

Family Service Society of Yonkers 30 S. Broadway, Yonkers 10701 963-5118 • fssy.org

Family Services of Westchester 9 W. Prospect Ave., Suite 309, Mount Vernon 10550 668-9124 • fsw.org

Home Health Services of Westchester Jewish Community Services Inc. 845 N. Broadway, White Plains 10603 761-0600 • wjcs.com

Home Instead Senior Care 77 Tarrytown Road, White Plains 10607 997-0400 • homeinstead.com/557

Hospice & Palliative Care of Westchester 311 North St., Suite 204, White Plains 10605 682-1484 • hospiceofwestchester.com

Hospice Care in Westchester and Putnam 540 White Plains Road, Suite 300, Tarrytown 10591 666-4228 • vnahv.org

a

Patricia Kiggins patricia.kiggins@bethelwell.org 1986

a a a a a a a a a a a a

a a

a a

a a

a a a a a

a

a

Private pay

a

Private pay

a a

a

Aetna, private pay

a a

a a a a a a a a

Private pay

a

a a

a

a a

a a

other

Pediatrics through geriatrics, ventilator, IV therapy, hospital sitting and private duty

Wellness counseling, participant with nursing home transition and diversion waiver program

Bathing services, social work

Pamela Yaco

Denise Kuhbier dkuhbier@cabrini-eldercare.org 1973

Cancer Support Team

a a

Rosa K. Barksdale barksdaleceo@verizon.net 1982

Cabrini of Westchester

1740 Eastchester Road, Bronx 10461 (718) 518-2300 • calvaryhospital.org

a a

Rita C. Mabli aeapen@azorhomecare.com 1999

Vice president, home care services

Calvary Hospital*

a a

Valerian Gomez vgomez@all-metro.com 1955

220 E. 19 St., New York City 10003 (212) 995-7080 • cabrini-eldercare.org 115 Broadway, Dobbs Ferry10522 693-6800, ext. 550 • cabrini-eldercare.org

a a a

other

Services provided

flu, pneumonia prevention homemaker, companion hospice at home medical equipment nutrition counseling occupational therapy physical therapy respite care skilled nursing speech therapy support for caregivers trained home health aides

Top local executive(s) Email address Year company established

Blue Cross managed care Medicaid Medicare private insurance workers' compensation

Name, address, telephone number Area code: 914 (unless otherwise noted) Website

a

a

a

a a

a

2003

Nancy D'Agostino 1899

a a

a

a

a a a

a a a

a a

Judith Dobrof DSW cst@cancersupportteam.org 1978

Services are free and provided without regard to insurance coverage

Ellen Doyle carealternatives1@verizon.net 2003

a a

Carol Greenberg cgreenberg@conceptcareny.com 1995

a

a a

a

a a

a a

a a a a

Medical social workers, pain management

a

Social work counseling, case management, transportation and financial assistance

Long-term care insurance

a a

a a

Third-party insurance, long-term care insurance

a a

a a

a

Sets up medical equipment and handicaped accessibility

a a

Mary J. Zagajeski MS, RN President and CEO

a a

mzagajeski@dsfhs.org 1879

a

a a a a a a a

Hospice services provided through subcontracts with all licensed hospices in Westchester County, community advocacy and care management Care transitions, wound care; pain and diabetes management; cardiac care; maternal, infant and child care; pastoral care, psychiatric nursing, social work

Doron Kathein Director of sales and marketing

info@esplanadewhiteplains.com 1995

a

a a

Mary J. Zagajeski MS, RN dozure@dsfhs.org 1995 Seth Berman Executive director 1883 Susan B. Wayne nromer@fsw.org 1954 Sheila Rabideau srabideau@wjcs.com 1947

a a a

a a

a

a a a a

a a

a a

a

a a

a

a

a

a

a

a a

a

Long-term health care insurance

a

Private duty, live-in, geriatric case management

a a

Mental health and social services

Assistance with all insurances

a

a

a a

Traumatic brain injury and nursing home transition and diversion programs

Brian Trainor brian.trainor@homeinstead.com 2004

Long-term care insurance

a

a

a a

Driving for appointments and errands

Mary Spengler info@hospiceofwestchester.com 1992

Private insurance

Michele A. Quirolo rrosenberg@vnahv.org 1992

a

a a a a a a

a

a a a a a a a a a a

Healing arts


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