Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2018-03-28 | Lee C. Wortham has been a partner at Barrantys LLC, a consultant and provider of investment, estate-planning, tax and wealth management services, since 2007. |
| 2019-03-27 | Mr. Wortham’s extensive experience in the financial services industry. |
| 2020-03-31 | He has been a partner and COO at Barrantys LLC, a consultant and service provider to wealthy families and family offices, since 2007. In this capacity, he has been an adviser to the Standish family for many years, and is a director and executive officer of the J.S. Standish Company. |
| 2021-03-31 | LEE C. WORTHAM has been a Director of the Company since May 2018. He has been a partner and COO at Barrantys LLC, a consultant and service provider to wealthy families and family offices, since 2007. ... Mr. Wortham’s extensive experience in the financial services industry, and his knowledge of finance, governance and compensation and strategic planning, make him a valuable member of our Board. |
| Filing Date | Source Excerpt |
|---|---|
| 2011-03-24 | Mr. Wortham has been a Partner in Barrantys, LLC, a family office, investment, estate, and tax planning firm, since 2007. Prior to his role with Barrantys, Mr. Wortham was an Executive Vice President of the Wealth Management Group of First Niagara Financial Group. |
| 2012-03-22 | Mr. Wortham has been a Partner in Barrantys LLC, a consultant and service provider to wealthy families and family offices. |
| 2013-03-21 | Mr. Wortham has been a director of the Company since 2011 and has served as Vice Chairman since April 2012. He has been a Partner in Barrantys LLC, a consultant and service provider to wealthy families and family offices, since 2007. Prior to his role with Barrantys, Mr. Wortham was an Executive Vice President of the Wealth Management Group of First Niagara Financial Group from 2005 to 2007. |
| 2014-03-20 | He has been a Partner in Barrantys LLC, a consultant and service provider to wealthy families and family offices. |
| 2015-03-26 | He has been a Partner in Barrantys LLC, a consultant and service provider to wealthy families and family offices, and held executive roles in financial institutions. |
| 2016-03-24 | Mr. Wortham’s extensive experience in the financial services industry makes him a valuable member of our Board. |
| 2017-03-23 | Mr. Wortham has been a Partner in Barrantys LLC, a consultant and service provider to wealthy families and family offices, since 2007. |
| 2019-03-21 | Mr. Wortham’s extensive experience in the financial services industry makes him a valuable member of our Board. |
| 2020-03-24 | Mr. Wortham has been a director of the Company since 2011 and has served as Chairman since April 2018. He has been a Partner and COO at Barrantys LLC, a consultant and service provider to wealthy families and family offices, since 2007. |
| 2021-03-24 | Mr. Wortham has been a director of the Company since 2011 and has served as Chairman since April 2018. He has been a Partner and COO at Barrantys LLC, a consultant and service provider to wealthy families and family offices, since 2007. Prior to his role with Barrantys, Mr. Wortham was an Executive Vice President of First Niagara Financial Group from 2005 to 2007, where his responsibilities included wealth management, risk management, and corporate marketing. From 1999 to 2005, Mr. Wortham was the Executive Vice President of Global Private Client Services, Product Development, and Central Operations for The Bank of New York. Mr. Wortham held several positions at Chase Manhattan Bank and Chemical Bank (currently JP Morgan Chase & Co.) from 1985 to 1999, including leading the Global Private Bank’s activities in Europe, the Middle East, and Africa while based in London, England. He started his career at M&T Bank in retail banking from 1980 to 1985. In 2018, Mr. Wortham joined the board of directors of Albany International Corp, a publicly traded global advanced textiles and materials processing company. We believe Mr. Wortham’s extensive experience in the financial services industry makes him a valuable member of our Board, and its Audit, Human Resource and Compensation, Corporate Governance and Nominating, and Enterprise Risk Committees. His expertise has been valuable in helping the Board evaluate the Company’s strategies to diversify its product offerings and revenue streams as a growing and competitive financial institution. |
| 2022-03-24 | Mr. Wortham has been a director of the Company since 2011 and has served as Chairman since April 2018. He has been a Partner and COO at Barrantys LLC, a consultant and service provider to wealthy families and family offices, since 2007. Prior to his role with Barrantys, Mr. Wortham was an Executive Vice President of First Niagara Financial Group from 2005 to 2007, where his responsibilities included wealth management, risk management, and corporate marketing. From 1999 to 2005, Mr. Wortham was the Executive Vice President of Global Private Client Services, Product Development, and Central Operations for The Bank of New York. Mr. Wortham held several positions at Chase Manhattan Bank and Chemical Bank (currently JP Morgan Chase & Co.) from 1985 to 1999, including leading the Global Private Bank’s activities in Europe, the Middle East, and Africa while based in London, England. He started his career at M&T Bank in retail banking from 1980 to 1985. |
| 2023-03-22 | Mr. Wortham has been a director since 2011 and has served as Chairman since April 2018... He has held executive roles in wealth management, risk management, and corporate marketing. |
| 2024-03-25 | Mr. Wortham has been a Partner and COO at Barrantys LLC, a consultant and service provider to wealthy families and family offices, since 2007. Prior to his role with Barrantys, Mr. Wortham was an Executive Vice President of First Niagara Financial Group. |
Data sourced from SEC filings. Last updated: 2025-07-16