Orange Investment Advisors Enhances Team with Appointment of Two Portfolio Managers

Core Insights - Orange County Bancorp, Inc. has appointed Robert Carr and Stephen Soper as Portfolio Managers at Orange Investment Advisors, effective immediately [1][2] Group 1: Appointments and Responsibilities - Carr and Soper will manage client portfolios according to individual investment objectives and the firm's investment philosophy, covering the entire client lifecycle from risk evaluation to portfolio monitoring [2] - Their leadership is expected to enhance the firm's investment capabilities during a period of growth [3] Group 2: Background of New Appointees - Robert Carr has over 25 years of experience in institutional sales and capital markets, previously serving as Principal at VS Asset Management [3] - Stephen Soper has more than three decades in the financial industry, most recently as Vice President and Senior Trust Officer at Passumpsic Bank, with experience in wealth management and private banking [4] Group 3: Strategic Alignment and Growth - The appointments are seen as a strengthening of the firm's leadership, aligning with Orange Bank & Trust Company's strategic goals to drive growth while ensuring fiduciary excellence and personalized client service [5] - Orange County Bancorp, Inc. has approximately $2.7 billion in total assets, reflecting its growth and commitment to community and business clientele [5]

Orange nty Bancorp-Orange Investment Advisors Enhances Team with Appointment of Two Portfolio Managers - Reportify