Cooney Joins Legacy Portfolio Management as Trust Officer
PITTSFIELD, Mass. – Legacy Portfolio Management (LPM) has welcomed Derek
F. Cooney as a Trust Officer according to an announcement by John Meyer, senior vice president of LPM. In this capacity, Cooney will manage and administer key aspects of clients’ trust account relationships, serving as a liaison among beneficiaries, accountants, and legal advisors. Additionally, Cooney will assist the division with new relationship development in Massachusetts and New York.Cooney brings with him over ten years of trust banking experience, having most recently come from Dion Money Management where he served as Vice President and Portfolio Manager. Prior to that, he was with First Niagara Financial Group where he served as Trust Officer of the Trust Investment Services Group. In this capacity, he was a member of the Trust Management Committee. Derek Cooney (photo by Sandy McNay)
In commenting on his appointment, Meyer said, “I am pleased to welcome Derek to our team at Legacy Portfolio Management. He has the skill-set and experience necessary to manage our growing area of trust administration as well as the qualities essential in deepening meaningful client relationships.”
Cooney holds a B.S. in finance from the University of Massachusetts. Additionally, he has earned the Certified Trust and Financial Advisor designation and is working toward the Certified Financial Planner designation, which he is scheduled to complete this year. Cooney resides in Troy, NY with his family.
Legacy Portfolio Management, the asset investment and trust management division of Legacy Banks, serves private individuals and families, corporate and non-profit institutions and public pension funds.
