Frederick James Schwerd
Portfolio Manager-Equities at Glens Falls National Bank & Trust Co.
Profile
Mr. Frederick J.
Schwerd is a Vice President at Glens Falls National Bank & Trust Co. (GFNB) and a Portfolio Manager at North Country Investment Advisers, Inc. He has been employed with GFNB since 2019.
He develops investment strategies and manages funds for personal trusts, individuals, employee benefit and charitable accounts.
He also serves as Vice President for Saratoga National Bank and Trust Company, part of the Arrow family of companies.
He has more than 20 years of industry experience in client services and portfolio management.
Prior to joining GFNB, Mr. Schwerd managed short-term and intermediate-term multi-asset fixed income accounts for institutional and high net worth clients at The Ayco Company (a Goldman Sachs Company).
He graduated from Hartwick College with a Bachelor’s degree in Economics.
Frederick James Schwerd active positions
| Companies | Position | Start |
|---|---|---|
Glens Falls National Bank & Trust Co.
 Glens Falls National Bank & Trust Co. Regional BanksFinance Founded in 1851, Glens Falls National Bank & Trust Co. is a subsidiary of Arrow Financial Corp. (NASDAQ: AROW), a New York corporation and bank holding company. Glens Falls National Bank & Trust offers access to a full range of investments including stocks, bonds, mutual funds and annuities through their partnership with LPL Financial, a registered broker/dealer. The firm manages a wide range of individual, institutional and charitable accounts, including: Personal and Charitable Trusts; Investment Management Accounts and IRAs; Pension, Profit-Sharing and 401(k) Plans; and Other Types of Retirement Plans. | Portfolio Manager-Equities | 01/09/2019 |
North Country Investment Advisers, Inc.
 North Country Investment Advisers, Inc. Investment ManagersFinance North Country Investment Advisers, Inc. (NCIA) is a registered investment advisor headquartered in Glens Falls, New York. The firm is a subsidiary of Glens Falls National Bank & Trust Co., which is owned by Arrow Financial Corp. (NASDAQ: AROW). NCIA provides investment advisory services to individual and institutional clients. | Portfolio Manager-Equities | - |
Training of Frederick James Schwerd
| Hartwick College | Undergraduate Degree |
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| Private companies | 2 |
|---|---|
Glens Falls National Bank & Trust Co.
Glens Falls National Bank & Trust Co. Regional BanksFinance Founded in 1851, Glens Falls National Bank & Trust Co. is a subsidiary of Arrow Financial Corp. (NASDAQ: AROW), a New York corporation and bank holding company. Glens Falls National Bank & Trust offers access to a full range of investments including stocks, bonds, mutual funds and annuities through their partnership with LPL Financial, a registered broker/dealer. The firm manages a wide range of individual, institutional and charitable accounts, including: Personal and Charitable Trusts; Investment Management Accounts and IRAs; Pension, Profit-Sharing and 401(k) Plans; and Other Types of Retirement Plans. | Finance |
North Country Investment Advisers, Inc.
North Country Investment Advisers, Inc. Investment ManagersFinance North Country Investment Advisers, Inc. (NCIA) is a registered investment advisor headquartered in Glens Falls, New York. The firm is a subsidiary of Glens Falls National Bank & Trust Co., which is owned by Arrow Financial Corp. (NASDAQ: AROW). NCIA provides investment advisory services to individual and institutional clients. | Finance |
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