Business & Tech
Angotti Joins Union Savings Bank As Assistant Vice President
Brandon J. Angotti will also serve as a wealth management financial planning officer.
Press release from Union Savings Bank:
Oct. 6, 2020
Union Savings Bank announces the addition of Brandon J. Angotti as assistant vice president, wealth management financial planning officer.
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In his new role, Angotti provides financial planning, investment consulting services, tax and estate planning, and trust administration services to individuals, families, and not-for-profit organizations.
“Brandon is a welcome addition to Union Savings and our Wealth Management team,” said Rick Judd, Executive Vice President, Wealth Management of Union Savings Bank. “He possesses a diverse-range of experience that includes investment management, financial reporting, trading and auditing, all of which will be helpful to our current and future customers.”
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Prior to joining Union Savings, Angotti was a fund accountant for Strategic Value Partners, Greenwich, CT, responsible for daily trades in bank debt, bonds, equities, CDs, options and futures, among other duties. Prior to that, he was an audit senior assistant for Deloitte LLP, Stamford, CT where he specialized in the reinsurance and investment management industries, performing 401(k) audits among other responsibilities.
Angotti received a Bachelor of Science degree in Accounting from State University of New York at Geneseo, NY. He also earned the designation of Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning.
Angotti, who volunteers his time coaching youth hockey and lacrosse, currently resides in Norwalk, CT.
This press release was produced by Union Savings Bank. The views expressed here are the author's own.