08/11/2025
Alma Bank Welcomes Richard J. Koll as Head of Wealth Management
Alma Bank is pleased to announce the appointment of Richard J. Koll as Senior Vice President, Head of Wealth Management.
Rich brings over 37 years of distinguished experience in the financial services industry, with a proven track record of leadership across some of the most respected institutions in the sector. His career includes executive roles at AXA Advisors, Citigroup, Bankers Trust, and Osaic Institutions. He also served as President of Independent Financial Marketing Group (IFMG) Securities and President of Investors Financial Group. A recognized industry leader, Rich has served on the Bank Insurance Securities Association (BISA) Board and Executive Board of Directors. In 2002 Rich was inducted into the prestigious BISA Circle of Excellence .
He holds a B.A. in Marketing and Finance from Manhattan College and an MBA in Managerial Finance from Iona University’s Hagan School of Business. Rich is a FINRA-registered Series 7 representative and holds Series 24, 53, and 66 licenses, along with a New York State Life and Health Insurance license.
With Rich’s addition, Alma Bank expands its offerings as a full-service financial institution—introducing wealth management, estate planning, business appraisal, investment management, insurance solutions, alternative investments, and financing strategies alongside our robust suite of banking products.
Rich’s client centric, relationship driven approach aligns seamlessly with Alma Bank’s mission to deliver exceptional value and service to the communities we serve.
A proud Bronx native, Rich now resides in Orange County, NY with his wife of 34 years, Mary. He is the father of two and enjoys golf, cars, and home improvement projects in his spare time.
Please join us in welcoming Rich to Alma Bank.
