John Jones CTFA

Trust Investment Officer
607-433-4123

5 Ford Avenue
Oneonta, NY 13820

 

Bio

John started working at Wilber National Bank in 2000 as a teller in the Sidney Office, shortly before receiving his B.S. in Finance and Economics from Niagara University in 2001. He held various positions on the retail side including customer service agent, customer service representative, customer service loan representative, and branch manager prior to moving to the Trust Department in 2010.

In the Trust Department, John has held various roles, initially working as retirement services manager responsible for the IRA program. After the merger with Community Bank in 2011, John became a Trust Administrative Officer and attained his Certified Trust and Fiduciary Advisor (CTFA) designation. John has since transitioned to the investment side where he is responsible for the investment management of over 300 accounts across our New York footprint. John is a member of our Trust Investment Committee and performs analysis of our approved list stocks and mutual funds as a member of our Equity Review and Mutual Fund Committees.

Email Me