Robert J. Reby & Co. recently named Jacqueline Endlich as Financial Planner of the Year in recognition of consistent attention to her clients’ needs, quality service and ongoing commitment to the firm’s philosophies. The Danbury-based firm has a client base that reaches into the contiguous five-county area and provides retirement, investment and conservative wealth preservation strategies.
As a financial industry professional, Endlich has more than 30 years of experience with some of Wall Street’s eminent firms, including Mitchell Hutchins, Walston & Co. and DuPont Glore Forgan. Her industry experience includes commodity and equity research, administration, customer service and sales. She is a graduate of the State University of New York at Buffalo.
Endlich is a resident of Redding, active with many local organizations and often shares financial insights through a series of regular complimentary presentations to community groups. She also serves on the board of the Ridgefield Symphony Orchestra. In addition to her personal interest in music, Endlich has written a book, “One Boy Stronger,” for her grandson who was born with Down syndrome.
Bankers’ Bank Adds to Board
John F. Trentacosta, president and treasurer of Newtown Savings Bank in Newtown, has been elected to the Bankers’ Bank Northeast board of directors. Trentacosta has more than 30 years of experience in the banking and financial industries. He has served the last two years as president of the Newtown Savings Bank, a $620 million mutual savings bank established in 1855, where he is responsible for its finance, operations, administration and retail branch banking divisions. He joined Newtown Savings Bank in 1998 as senior vice president and has been its chief financial officer since 1999. Before joining Newtown Savings Bank, Trentacosta was executive vice president and chief financial officer with the Bank of New Haven.
Newtown Savings Bank is one of the original 35 investor banks of the Bankers’ Bank Northeast, which opened in 1998. Trentacosta has been a strong advocate for the Bankers’ Bank concept of working with community banks as a partner to meet their correspondent needs, according to Peter J. Sposito, president and chief executive officer of Bankers’ Bank.
“As we grow throughout the New England states, we continue to look for experienced, capable directors who understand the banking atmosphere and the communities in which they live,” Sposito said. “We turned to John Trentacosta. With more than two decades of experience as an officer at community savings banks and financial organizations in Connecticut, he has an acute understanding of what is needed for community banks to grow and prosper.”
A certified public accountant and certified bank auditor, Trentacosta currently serves as chairman of the Financial Institutions Committee for the Connecticut Society of CPAs. He is a former president of the Connecticut chapter of the Bank Administration Institute and was an adjunct professor of finance and accounting in the University of New Haven graduate program.
In addition to his professional associations, Trentacosta is active in the community. He currently serves as treasurer and executive committee member of the Newtown Tercentennial Commission and is a former director of Habitat for Humanity of New Haven.
Trentacosta holds a bachelor of science/bachelor of arts degree in economics from Manhattan College in Riverdale, N.Y., and an M.B.A. degree from Iona College in New Rochelle, N.Y. He is a native of New York and recently moved to Sandy Hook from his home in Orange. He resides there with his wife and their two sons.