2.02.2015

Pioneer Bank Makes Significant Expansion of Investment Services

Displaying Pioneer Investment Team.JPG 
From left: Joseph Lindner, Financial Advisor; Nori Lansing, Registered Sales Assistant; Robert Kovacs, Financial Advisor; Kimberly Matzen, Financial Advisor; and Eli Rabinowitz, Financial Services Team Leader.
 
Hiring of four financial services professionals marks strategic investment to help Pioneer meet the needs of its growing customer base

TROY — Pioneer Bank announced today the hiring of four highly experienced professionals in the financial services industry to join the Cetera Investment Services team at Pioneer. They bring dozens of years of knowledge in investment management and advisory to Pioneer’s present and future clients.

The new investment team will provide Pioneer’s diverse clientele with personalized solutions in areas such as Retirement Income Planning, Estate Planning, Business Succession Planning, Employer Retirement Planning and Investment Advice.

“The banking and financial services industry is changing at a remarkable pace and the demand for professionals well-versed in extensive asset and portfolio management is greater than ever,” said Pioneer Bank President Tom Amell. “We have responded to this demand by creating a unique team of esteemed professionals  who bring a wealth of financial knowledge and competent investment advice our clients have come to expect. We are not only proud to call them colleagues; we are thrilled to welcome them to the Pioneer family.”

Pioneer Bank’s investment services team hires are: Eli S. Rabinowitz, Financial Services Team Leader; Robert J. Kovacs, Financial Advisor; Kimberly Matzen, Financial Advisor; Joseph C. Lindner, Financial Advisor; and Nori J. Lansing, Registered Sales Assistant. The investment services representatives are registered with, and will offer securities and insurance products through, Cetera Investment Services LLC. The investment services office is located at the Troy branch, and advisors are available by appointment at all Pioneer Bank branches.

With 17 branches throughout the Greater Capital Region, Pioneer’s dedication to providing clients with a convenient, highly personalized level of customer service is matched only by its commitment to the values upon which it was founded. A bank firmly rooted in its local history, the Pioneer philosophy revolves around conducting business responsibly, personal investment in employees and giving back to the communities they serve. 

“Since our bank’s founding, we have remained valuable to both our customers and our community by being forward thinking, responsive and offering incomparable service, and the addition of this team is an extension of those principles,” said Senior Vice President and Chief Innovation Officer Karl Johnson. “Our customers increasingly have questions about retirement planning, estate planning and long-term financial security and we are the community bank they can turn to for reliable answers. As their trusted partner, we respect our customers, their assets and their futures and we are dedicated to providing them with the highest quality experience, day in and day out.”



About Pioneer’s Investment Team

Eli S. Rabinowitz
Financial Services Team Leader

Eli Rabinowitz, formerly a Vice President and Branch Manager for First Niagara Bank, has more than a decade’s experience in the financial services industry and deep roots in the community. He is an active member of the Greenbush YMCA Board of Directors and a frequent volunteer for groups like the Ronald McDonald House, Cystic Fibrosis Foundation and Northeast Parent and Child.

Robert J. Kovacs
Financial Advisor

Robert Kovacs has a deep knowledge of investments and financial planning across multiple practice areas stemming from nearly two decades in the financial sector, most recently as Financial Advisor & Vice President at First Niagara Investment Services.

Kimberly Matzen
Financial Advisor

Kimberly Matzen brings to the Pioneer team more than 35 years of experience at three major financial institutions, most recently at First Niagara Bank, where she served as a Financial Advisor. Her experience in the industry has touched a wide swath of the banking industry.

Joseph C. Lindner
Financial Advisor

Joseph Lindner has a decade of finance experience in the Albany market, having most recently served as a Financial Advisor and Personal Financial Associate at First Niagara Bank.

Nori J. Lansing
Registered Sales Assistant

Nori Lansing has held a wide variety of roles in the financial industry in the Capital Region and the Hudson Valley, including as a Vice President at HSBC Bank and most recently as a Financial Services Sales Assistant at First Niagara Bank, where she worked intimately with Financial Advisors across the company.

About Pioneer Bank – Pioneer Bank is the only mutual savings bank serving New York’s Capital District. Owned wholly by its members, Pioneer serves its personal, commercial and municipal clients with banking and financial solutions since its founding in 1889. Pioneer has earned a Five Star rating from Bauer Financial Inc. each quarter for more than 20 years, a distinction held by less than 10% of banks in the country. For more information, visit www.pioneerbanking.com.

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