Main Content
Select the search type
  • Site
  • Web
Search
Skip Text

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.

Michael Brodt
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.
Saad Junaid
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.
Caroline Putman
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.

Schedule your complimentary consultation

Download our Personal Financial Planning Guide now!

Learn How We Helped George Miller Get Great Returns with Top-Notch Service

You are leaving Adirondack Trust Company's web site.

The web site you have selected is an external one located on another server. Adirondack Trust Company has no responsibility for any external Web site. It neither endorses the information, content, presentation, or accuracy nor makes any warranty, express or implied, regarding any external site.

Thank you for visiting Adirondack Trust Company's Web site.

Continue
×

Unsecure Email Disclosure

Your privacy is very important to us. We would like to advise you that Internet email is not a secure method of communication. Please do not submit any information that you consider confidential. We recommend you do not include any specific identifying information such as your social security, account, PIN numbers, date of birth, etc...

Continue
×

Affiliate Website Notice

By clicking Continue, you will be taken to our affiliate's website. Products and services offered shown will be provided by our affiliated entity. Some products offered may not be FDIC insured. Please read the privacy and security policies on our affiliate's website. In some instances, these policies may differ from those of FIS 2020.

Continue
×