Workflow
Orange County Bancorp, Inc. Announces Strategic Realignment of Internal Divisions to Enhance its Wealth Management Services

Core Insights - Orange County Bancorp, Inc. has rebranded its wealth and asset management services as Orange Wealth Management to better serve the evolving needs of its clients [1][3] - The oversight of Orange Wealth Management will be led by David P. Dineen, who has over 30 years of experience in banking and wealth management [2] - The strategic realignment aims to capitalize on the "Great Wealth Transfer," involving over $80 trillion in assets, to enhance service for high-net-worth individuals and their families [4] Company Overview - Orange County Bancorp, Inc. is the parent company of Orange Bank & Trust Co. and Hudson Valley Investment Advisors, Inc., with total assets of approximately $2.5 billion [5] - Hudson Valley Investment Advisors, acquired in 2012, has grown from $465 million to over $1.7 billion in assets under management [4] Service Offerings - Orange Wealth Management will provide personalized attention, enhanced convenience, and seamless integration of wealth management services with personal and business banking [7]