First County Bank

First County Bank

  • 117 Prospect St
  • Stamford, Connecticut
  • 06901
  • Phone: (203) 462-4400
  • Fax: (203) 462-4442
  • Website

Website Links

Description

T he Ox Ridge Hunt Club has been in Darien for over 100 years. It has a long-standing history in the equestrian world, including the famed summer circuit. Every riding club in the Northeast was getting a facelift and Ox Ridge needed one, too. They turned to their bank for additional funding, but were turned down for a loan. Read more...

First County Bank is a mutual community bank that has been serving the needs of businesses and individuals in Lower Fairfield County for over 160 years.

AnnaMarie Boccuzzi has over 14 years of experience in trust administration of revocable and irrevocable trusts, rollover IRAs and investment management accounts for individuals and families. She manages trust accounts by overseeing the prudent investment of trust assets, handling beneficiary distributions, tax filings and probate court requirements. She also determines appropriate estate planning techniques to meet client objectives while considering the tax and estate consequences.

Sandra Greer has over 30 years of industry experience in both personal and institutional investment management. She manages equity, fixed income and alternative investment portfolios for individuals, trusts, foundations and endowments. Sandra guides clients to identify financial solutions consistent with individual investment and financial objectives.

Paul Bubniak has over 30 years of experience in the financial services industry. He is responsible for First County Advisors investment management, estate planning, trust and fiduciary services for individuals, families, endowments and foundations as well as charitable and nonprofit organizations.

Fact sheet

Number of employees
100-199

Company contacts

  • Richard E Taber
  • CEO

Products & services

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