Orange Investment Advisors Adds Two Portfolio Managers to Leadership Team

Orange Investment Advisors has appointed Robert Carr and Stephen Soper as portfolio managers, effective immediately, a move the firm says will strengthen leadership and expand its investment capabilities while maintaining fiduciary standards and client service priorities.

Middletown, N.Y., Feb. 11, 2026, Orange County Bancorp, Inc. (Nasdaq: OBT), parent of Orange Bank & Trust Co. and Orange Investment Advisors, issued a company press release distributed via Globe Newswire and republished on Yahoo Finance announcing the hires. The Feb. 11 release frames the additions as part of a broader strategy to capitalize on the advisory arm’s alignment with the Bank’s wealth-management operations.

The announcement emphasizes that Carr and Soper will manage client portfolios in alignment with individual investment objectives and the firm’s investment philosophy. Their responsibilities span the “full client lifecycle,” from evaluating risk tolerance and establishing financial goals to building tailored investment plans and actively monitoring portfolios as conditions evolve. Company leadership highlighted a focus on “fiduciary excellence,” deliberate investment strategies, and a “thoughtful, research-driven approach” with a “clear focus on risk management and long-term client success.”

Rich Rowley, Chairman of the Board of Directors of Orange Investment Advisors, said, “These two new appointments strengthen the firm's leadership as it capitalizes on its strategic alignment with Orange Bank & Trust Company, propelling growth while maintaining a commitment to fiduciary excellence, deliberate investment strategies, and personalized client service.” Curt Schultzberg, President of Orange Investment Advisors, added, “We are delighted to welcome Robert and Stephen at a time of continued growth for our firm. They bring a thoughtful, research-driven approach and a clear focus on risk management and long-term client success. Their leadership will be instrumental as we continue to expand our investment capabilities.”

The Feb. 11 hires follow a Jan. 22 executive leadership reorganization at Orange Investment Advisors that named Schultzberg as President and Steve Maurer as Chief Operating Officer and Chief Compliance Officer, a restructuring the company said was “specifically structured to propel the firm’s growth and fully capitalize on its newly cemented alignment with the Bank’s Orange Wealth Management Division.” Michael J. Gilfeather, President and CEO of Orange Bank & Trust Company, framed that earlier change as a move to reinforce stability and the bank’s “trusted advisor philosophy,” noting that the executive team possesses “an intimate understanding of the firm’s culture and its alignment with the Bank’s ever-expanding trusted advisor philosophy.”

The press releases do not include biographical details for Robert Carr or Stephen Soper, assets under management figures, reporting lines, or the number and types of client portfolios they will oversee. For Orange County residents and clients considering advisory services, the hiring signals a local firm reinforcing its wealth-management bench and seeking to leverage the Bank’s regional network and long institutional history in the Hudson Valley. Local investors and prospective clients who want specifics should request bios and details on the firm’s AUM and product focus as next steps.