Lee Wortham
Chairman at EVANS BANCORP, INC.
Net worth: 613 265 $ as of 2024-03-30
Profile
Lee Charles Wortham is currently the Chairman at Evans Bancorp, Inc. and the Chairman at Evans Bank NA.
He is also the Vice Chairman at The Patrick P.
Lee Foundation, Inc., a Director at J.S.
Standish Co., and the Chief Operating Officer & Partner at Barrantys LLC.
In the past, he served as an Independent Director at Albany International Corp., Executive VP-Global Private Client Services at The Bank of New York Co., Inc., Executive Vice President-Wealth Management at First Niagara Financial Group, Inc., and Executive Vice President at First Niagara Investment Advisors, Inc.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
EVANS BANCORP, INC.
0.37% | 2024-03-10 | 20,538 ( 0.37% ) | 613 265 $ | 2024-03-30 |
Lee Wortham active positions
| Companies | Position | Start |
|---|---|---|
| EVANS BANCORP, INC. | Chairman | 2018-03-31 |
Evans Bank NA
 Evans Bank NA Major BanksFinance Evans Bank, NA operates as a national chartered commercial bank. It provides financial services to consumer, business and municipal customers throughout Western New York. The company is headquartered in Hamburg, NY. | Chairman | - |
| Barrantys LLC | Chief Operating Officer | 2006-12-31 |
J.S. Standish Co.
 J.S. Standish Co. Financial ConglomeratesFinance J.S. Standish Co. provides investment services. The private company is based in Albany, NY. The CEO of the company is Christine L. Standish. | Director/Board Member | - |
The Patrick P. Lee Foundation, Inc.
 The Patrick P. Lee Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services The Patrick P. Lee Foundation, Inc. is a foundation that provides funds for education and mental health. The non-profit company is based in Williamsville, NY. The company was founded in 2005 by Patrick P. Lee. | Director/Board Member | - |
Former positions of Lee Wortham
| Companies | Position | End |
|---|---|---|
First Niagara Investment Advisors, Inc.
 First Niagara Investment Advisors, Inc. Investment ManagersFinance Based in Amherst, New York, First Niagara Investment Advisors, Inc. (FN) specializes in equity, fixed-income and balanced portfolio accounts for individuals, pension plans, corporations and charitable institutions. The firm is a wholly owned subsidiary of First Niagara Financial Group, Inc. (NASDAQ: FNFG | Corporate Officer/Principal | 2007-07-30 |
| FIRST NIAGARA FINANCIAL GROUP INC. | Corporate Officer/Principal | 2006-12-31 |
The Bank of New York Co., Inc.
 The Bank of New York Co., Inc. Major BanksFinance The Bank of New York Co., Inc. provides banking and other financial services to corporations and individuals worldwide. It also offers securities servicing and global payment services, corporate banking, BNY Asset Management and Private Client Services, Retail Banking and Global Market Services. Client base of the company include financial institutions, corporations, government entities, endowments and foundations. The company, founded in 1784 is headquartered in New York. | Corporate Officer/Principal | 2004-12-31 |
| ALBANY INTERNATIONAL CORP. | Director/Board Member | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| ALBANY INTERNATIONAL CORP. | Process Industries |
| EVANS BANCORP, INC. | Finance |
| Private companies | 7 |
|---|---|
The Bank of New York Co., Inc.
The Bank of New York Co., Inc. Major BanksFinance The Bank of New York Co., Inc. provides banking and other financial services to corporations and individuals worldwide. It also offers securities servicing and global payment services, corporate banking, BNY Asset Management and Private Client Services, Retail Banking and Global Market Services. Client base of the company include financial institutions, corporations, government entities, endowments and foundations. The company, founded in 1784 is headquartered in New York. | Finance |
First Niagara Financial Group, Inc.
 First Niagara Financial Group, Inc. Major BanksFinance First Niagara Financial Group, Inc. operates through its wholly owned subsidiary, First Niagara Bank, N.A., provides a wide range of retail and commercial banking as well as other financial services to individuals, families and businesses across Upstate New York, Pennsylvania, Connecticut and Massachusetts. It operates through two segments: Banking and Financial Services. The Banking segment includes all of its retail and commercial banking operations. The financial services segment offers a wide range of insurance products and consulting services to help both its retail and commercial customers achieve their financial goals. The company was founded in April 1998 and is headquartered in Buffalo, NY. | Finance |
J.S. Standish Co.
J.S. Standish Co. Financial ConglomeratesFinance J.S. Standish Co. provides investment services. The private company is based in Albany, NY. The CEO of the company is Christine L. Standish. | Finance |
First Niagara Investment Advisors, Inc.
First Niagara Investment Advisors, Inc. Investment ManagersFinance Based in Amherst, New York, First Niagara Investment Advisors, Inc. (FN) specializes in equity, fixed-income and balanced portfolio accounts for individuals, pension plans, corporations and charitable institutions. The firm is a wholly owned subsidiary of First Niagara Financial Group, Inc. (NASDAQ: FNFG | Finance |
| Barrantys LLC | |
Evans Bank NA
Evans Bank NA Major BanksFinance Evans Bank, NA operates as a national chartered commercial bank. It provides financial services to consumer, business and municipal customers throughout Western New York. The company is headquartered in Hamburg, NY. | Finance |
The Patrick P. Lee Foundation, Inc.
The Patrick P. Lee Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services The Patrick P. Lee Foundation, Inc. is a foundation that provides funds for education and mental health. The non-profit company is based in Williamsville, NY. The company was founded in 2005 by Patrick P. Lee. | Commercial Services |
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