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.
Senior Vice President and Wealth Management Director
Michael Brodt uses his significant investment management experience to help our clients actively pursue their financial goals. Having joined Adirondack Wealth Management in 2002, Michael is responsible for the portfolio management of personal trusts, employee benefit and investment management accounts. He is a graduate of the College of Saint Rose, with a Bachelor of Science in Economics and Finance, and a graduate of the New York Bankers Trust Investment School.
Assistant Treasurer and Wealth Management Advisor
Saad Junaid offers expert investment management and financial planning strategies designed to serve our clients both today and in their future. He’s focused on delivering personalized service, which means each client receives guidance and tools customized to their unique needs, goals and situation in life. Saad graduated summa cum laude from SUNY Albany in 2016 with a bachelor’s degree in economics and business. He joined Adirondack Trust in 2019.
Assistant Treasurer and IRA Advisor
Caroline Putman is responsible for the administration of the Individual Retirement Accounts in the Trust Department. She began her career at Adirondack Trust in 1982 as a seasonal teller, quickly earning a reputation for going the extra mile for our customers. Caroline worked in Treasury from 1987 to 1994, during which she passed the CPA exam, and returned in 2014 to work in Audit, before joining the Trust Department in 2016. In addition to her exemplary service at Adirondack Trust, Caroline has worked for over 15 years in financial services and human resources for other companies. She makes her community a better place through her numerous volunteer efforts, including serving as Chair of the Advisory Committee of The Adirondack Trust Community Fund, as a committee member for the One Walk Saratoga, and as treasurer for multiple sporting teams. While living in California, she served on the board for the National Charity League, Rancho Irvine Chapter. Caroline earned her Bachelor of Arts from Dartmouth College and her MS in Accounting from NYU Stern.