FISI completes merger of HNP Capital into Courier Capital, creating larger wealth management unit

FINANCIAL INSTITUTIONS INC

HNP Capital merged into Courier Capital effective May 1, 2023, both wholly-owned SEC-registered investment advisors.
Courier Capital now has approximately $2.7 billion in assets under management, one of largest RIAs in Western NY.
Merger streamlines delivery of wealth management services to clients of Five Star Bank and SDN Insurance Agency.
Tom Hanlon (President, Courier Capital) and Rebecca Westervelt (Senior Managing Director) commented on enhanced offering.

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