Brian Voss

Brian Voss is a senior executive at NBT Capital Management, holding the position of Senior Vice President and Regional Director.12 He has a strong background in finance and wealth management, with a focus on investment advisory and portfolio management services.2

Education and Career

Brian Voss graduated Magna Cum Laude from Cornell University.4 His career at NBT Capital Management has been marked by significant achievements and promotions:

• He previously served as the Chief Executive Officer (CEO) of NBT Capital Management.3
• Prior to his current role, he held the position of Director of Business Development.5
• He was promoted to Senior Vice President for NBT Financial Group.5

Current Role and Responsibilities

As Senior Vice President and Regional Director at NBT Capital Management, Brian Voss is likely responsible for:

• Overseeing regional operations and strategy
• Providing investment advisory and portfolio management services
• Contributing to the company's financial planning offerings

Professional Credentials

Brian Voss holds the CLTC® designation, which stands for Certification in Long-Term Care.2 This credential indicates his expertise in long-term care planning and related financial strategies.

Company Information

NBT Capital Management is a subsidiary of NBT Bank, offering various financial services. The company provides:

• Investment advisory services
• Portfolio management
• Financial planning

Securities and advisory services offered through NBT Capital Management are provided via LPL Financial, a Registered Investment Advisor.1

Brian Voss's LinkedIn profile can be found under the username "brianvossnbt", which aligns with the information provided in the query.