PLATTSBURGH — Andrew Lomanto, a financial consultant for Community Bank’s Wealth Management Group Plattsburgh office, has been awarded the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies, a standards-setting body.
The designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The fiduciary standard is intended to ensure that individuals charged with a role in managing other peoples’ money follow prudent investment practices and are therefore worthy of the trust placed in them.
The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics. On an ongoing basis, designees are required to complete continuing education to maintain the AIF designation.
Community Bank’s Wealth Management Group delivers services for the Trust, Brokerage, Investment Management and Insurance units of Community Bank System Inc. and Nottingham Advisors, an investment management and advisory firm.
For further information, visit www.communitybankna.com.
DANNEMORA — Lisa LaFountain has been named marketing specialist at Dannemora Federal Credit Union, according to President/CEO Daniel Martin.
LaFountain spent the last two years as the director of fundraising and membership at the Champlain Valley Transportation Museum. Prior to that, she was the marketing intern at the Foundation of CVPH.
LaFountain holds a Bachelor of Science Degree in Marketing and a Bachelor of Science Degree in Business Administration from the State University of New York at Plattsburgh. In addition, she has been actively involved with the American Marketing Association and continues to receive training in the marketing field.
Dannemora Federal Credit Union is a community-chartered credit union offering personal financial services to more than 14,000 members with more than $120 million in assets.