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Brian Voss

Senior Vice President, Regional Director at NBT Capital Management

Brian Voss is a senior executive at NBT Capital Management, holding the position of Senior Vice President and Regional Director.12 He has a strong background in finance and wealth management, with a focus on investment advisory and portfolio management services.2

Education and Career

Brian Voss graduated Magna Cum Laude from Cornell University.4 His career at NBT Capital Management has been marked by significant achievements and promotions:

  • He previously served as the Chief Executive Officer (CEO) of NBT Capital Management.3
  • Prior to his current role, he held the position of Director of Business Development.5
  • He was promoted to Senior Vice President for NBT Financial Group.5

Current Role and Responsibilities

As Senior Vice President and Regional Director at NBT Capital Management, Brian Voss is likely responsible for:

  • Overseeing regional operations and strategy
  • Providing investment advisory and portfolio management services
  • Contributing to the company's financial planning offerings

Professional Credentials

Brian Voss holds the CLTC® designation, which stands for Certification in Long-Term Care.2 This credential indicates his expertise in long-term care planning and related financial strategies.

Company Information

NBT Capital Management is a subsidiary of NBT Bank, offering various financial services. The company provides:

  • Investment advisory services
  • Portfolio management
  • Financial planning

Securities and advisory services offered through NBT Capital Management are provided via LPL Financial, a Registered Investment Advisor.1

Brian Voss's LinkedIn profile can be found under the username "brianvossnbt", which aligns with the information provided in the query.

Highlights

Nov 9 · linkedin

I get to check one of the big ones off the bucket list this morning as I help LPL Financial virtually ring the opening bell at the Nasdaq to celebrate their 10 year anniversary since going public.

You can watch the Livestream here starting at 9:23 am.

Jan 17 · linkedin

Enrique Gonzalez As discussed, here you go! Now you don't need to look for the old post...

I live in podcasts when I travel, so I couldn't be more excited about this question. It is a great way to educate yourself using what would otherwise be "lost time"...not that reflection is a bad use of that time. Here are some of my favorites: Akimbo by Seth Godin (Marketing) Business Wars (Interesting Business Stories) Masters of Scale with Reid Hoffman (Startups) Naval (Podcast based on his tweetstorm) ReWork by Basecamp (Business) The Tim Ferriss Show (EVERYTHING) Business Schooled (Business) WorkLife with Adam Grant (Business) Revisionist History (History) Joe Rogan...just the interview with Naval Ravinkant

And when I really want to nerd out, Financial Advisor Success by Michael Kitces (Financial Advisor Super Nerd...in a good way)

Side note, I also prefer to use Overcast as my podcast app and I listen to my podcasts at 1.25x to 1.50x with Smart Speed turn on. According to the App, Smart Speed alone has saved me 73 hours of time (I told you I listen to a lot of podcasts!) #podcast #favorites #sethgodin #timferriss #educateyourself

Related Questions

What are Brian Voss's main responsibilities at NBT Capital Management?
How long has Brian Voss been with NBT Capital Management?
What is Brian Voss's educational background?
What services does NBT Capital Management offer?
How did Brian Voss transition from CEO to Senior Vice President?
Brian Voss
Brian Voss, photo 1
Brian Voss, photo 2
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Location

Chenango County, New York, United States