Geoffrey Putman

Financial Planning


2013 - Present

Adirondack Trust Co.

I spearheaded an ongoing project to introduce a new product targeted toward engaging Millennial and Gen Z customers. My regular duties included macroeconomic, market, and individual equity research with Bloomberg Terminal and Morningstar; preparing materials for and participating in weekly investment meetings; and constructing model portfolios in accordance with different client objectives under the SRI umbrella.

I previously served as the principal Historical Archivist and during this period I designed, initiated, and executed a comprehensive organizational update for the entire archive. I was responsible for researching and implementing improved preservation methods for numerous historical artifacts.

I began my finance career as a floating teller in 2013, where I was commended for excellent customer service and developed a talent for discretion and tact when dealing with sensitive financial discussions.

2016 - 2017

Getty Research Institute

I collaborated on strategy for consolidating and streamlining user access to the Getty Research Institute’s collection of 1.2 million artifacts. I also marketed and promoted the Bouchardon and His Contemporaries Symposium.


Petersen Automotive Museum

I am a bit of a gear head and this internship was definitely a passion project. I led a comprehensive data collection project for the museum’s collection of 285 priceless automobiles. I collaborated with resident mechanics and archivists to document the unique technical data for each automobile. Plus I got to sit in some of the most iconic cars of all time (nbd).

About Me

I graduated from UCLA in 2017 with a B.A. in History and Russian Studies and I am currently studying for my CFP through Boston University. I have an affinity for abstract art, particularly futurism, as well as personal finance. Upon graduating, I realized that financial planning in the tech sector complemented my skills perfectly and as a result, I have devoted my time to optimizing my skill set for this dynamic and exciting sector. 


2017 - Present

Boston University - Financial Planning Certificate Program


Bloomberg Market Concepts

2013 - 2017

UCLA - B.A. History; Russian Studies


Attention to Detail 91%
Securities Research/Analysis 76%
Financial Planning 70%
Customer Relations 88%
Ethics 85%


Michael Brodt

Senior VP, Trust
(518) 584 5844 x 2316

John Conroe CFP®

VP, Trust Portfolio Management
(518) 584 5844 x 2308

Chris Rose

VP, Trust Portfolio Manager
(518) 584 5844 x 2574

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