Wealth Management Team
We want to partner with you on your journey to financial health and wellness. Together, we can put a step-by-step plan in place to support your goals, provide clear direction and monitor your progress. A relationship with us lasts a lifetime.
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Michael Brodt
Senior Vice President and Wealth Management Director
For the past 30 years Michael has been a trusted advisor to individuals, families, businesses, and not-for-profit organizations. Having joined Adirondack Wealth Management in 2002, Michael has spent his entire career working in the community bank space. He is a graduate of the College of Saint Rose, with a Bachelor of Science degree in Economics and Finance, and a graduate of the New York Bankers Trust Investment School. Over the years, Michael has volunteered his time with many community organizations, including Big Brothers Big Sisters, the Tri-County United Way, and the Glens Falls Family YMCA. |
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Samer Taki
Vice President and Wealth Management Advisor
Samer has over 20 years of wealth-management and financial-planning expertise, helping clients navigate the complexities of personal finance. Samer joined Adirondack Wealth Management in 2023. He is a graduate of The George Washington University with a Bachelor of Arts degree in Economics and is also a graduate of American University, with a Master of Science in Finance. Samer is fluent in English, Arabic, and conversational French, and has assisted a diversity of clients both domestically and internationally. |
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Saad Junaid
Assistant Vice President and Wealth Management Advisor
Saad joined Adirondack Wealth Management in 2019 and offers expert investment-management and financial-planning strategies designed to serve our clients both today and in the future. Saad graduated summa cum laude from The University at Albany—State University of New York in 2016 with a Bachelor of Business Administration degree in Economics and Business. Saad currently serves on the Board of Directors of Discover Saratoga. |
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Caroline Putman
Assistant Vice President and Fiduciary Advisor
Caroline began her career at Adirondack Trust in 1982 and joined Adirondack Wealth Management in 2016. She has experience in many areas of financial services, having worked in retail banking, human resources, treasury, audit, and now wealth management. Caroline provides trust and estate administration, as well as assists clients with other financial matters. Caroline earned her Bachelor of Arts degree from Dartmouth College and her Master of Science degree in Accounting from NYU Stern. Previously, Caroline had passed the Certified Public Accountant exam. Caroline has volunteered her time with many different organizations, including the Adirondack Trust Company Community Fund and One Walk Saratoga. |
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Marcy Thompson
Assistant Vice President and IRA Advisor
Marcy began her career at Adirondack Trust in 1998, spending over 20 years in retail banking, many as a Branch Manager. She joined Adirondack Wealth Management in 2019 and is responsible for administering all aspects of individual retirement accounts, as well as assisting clients with other financial matters. Marcy earned her Associate of Science degree from Hudson Valley Community College in 1992, and her Bachelor of Science degree in Business Management and Banking from Empire State College in 2011. Marcy has volunteered her time with many different organizations, including Wellspring, the Salvation Army, and the Malta Business and Professional Association. |
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Eve Bucwinski
Assistant Vice President and Fiduciary Advisor
Eve joined Adirondack Wealth Management in 2023 with over 10 years of experience in the financial services industry. She also has experience as an entrepreneur, having owned and operated her own flower and garden business. Eve is responsible for administering all aspects of employee benefit plan retirement accounts, as well as assisting clients with other financial matters. Eve is a graduate of Northeastern University with a Bachelor of Science degree in Business Administration. Eve is fluent in Polish and speaks conversational Spanish. |