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 30 years 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: Company Overview - Orange County Bancorp, Inc. is the parent company of Orange Bank & Trust Company and Orange Investment Advisors, with total assets of approximately $2.7 billion [5]
Orange Investment Advisors Enhances Team with Appointment of Two Portfolio Managers