Your local source for planning, borrowing and banking, with the level of service you deserve. We’ll guide you to the life you envision.
When you work with the Tri Counties Private Banking team, you’ll experience exceptional service from local, knowledgeable bankers who take the time to truly understand your financial goals. They will offer strategic solutions to help you grow, protect, and manage your personal and business assets.
- Dedicated Private Banker
- Bespoke Service Model
- Personal and Business Deposit Products
- Tailored Lending
Contact us to start a banking relationship that will benefit you for years to come.
Our Areas of Focus
Individuals and Families
Non-Profits
Innovation Banking
Hospitality Industry
Meet the Team
Managing Director – Private Banking
AnthonyCuadro@tcbk.com
Private Banking Team Lead
JayveeGulmatico@tcbk.com
Private Banking Team Lead
SusannaBurgess@tcbk.com
Private Banking Team Lead
OdetteDayans@tcbk.com
To schedule a call with a Private Banker, fill out the form below.
Tri Counties Bank Private Banking Group is a brand name of Tri Counties Bank. Deposit products, treasury management, lending and related services are offered by Tri Counties Bank. Member FDIC. This is not a commitment to lend. All loans are subject to credit approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.
Tri Counties Bank does not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, or other products / services, or referrals to unaffiliated third parties. Neither Tri Counties Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisor before making any financial decisions.
