About First County Advisors
Collaborative Planning for Life on Your Terms
With the strength of our research partners and broad spectrum of financial solutions, we assure our clients that decisions are made optimally and objectively. First County Advisors’ clients benefit from our holistic approach to investment and estate planning, including a level of compassion and personal commitment that is rare in today’s financial services market.
A Dedication To Fairfield County
The Strength of Our Legacy and Depth of Our Commitment
First County Advisors, the Wealth Management Division of First County Bank, is grounded in the legacy and institutional security of First County Bank, established in 1851 — a mutual community bank wholly driven by the financial objectives of our clients, not shareholders or Wall Street, and committed to its independence in perpetuity. We enlist leaders in the community to serve on our Board of Directors and to act as Members of the Corporation. Our Directors and Corporators reside and do business in our community; they are friends, neighbors, and colleagues.
First County Advisors is dedicated to meeting the growing need for trusted, accessible financial planning and investment management resources in lower Fairfield County and beyond. We provide individuals, families, business owners and nonprofit organizations with expert guidance according to their objectives. Together, our experienced Advisors understand how to navigate the financial implications of life’s milestones.
A Team You Can Trust
Our Team
Recognizing that trust must be earned, we believe in thoughtful collaboration spending considerable time uncovering all aspects of your financial health and personal goals, and accounting for circumstances and needs that may change over time.
Scott Kapusta, JD, MBA
Senior Vice President, Chief Wealth Management Officer
With his Juris Doctorate from the University of Akron School of Law, Scott has dedicated his career to Trust Administration and Wealth Management, bringing his extensive experience to the Advisors’ team, to advance strategic growth and improve operational efficiency and client services.
Scott serves as the Chief Wealth Management Officer for First County Advisors, bringing nearly two decades of experience in trust administration and wealth management. He joined First County Advisors in 2024 from Fiduciary Trust International, where he served as Managing Director, leading a team to deliver personalized investment management and trust and estate solutions, to high-net-worth individuals, families, and foundations. Previously, Scott served as a Senior Trust Advisor with Fifth Third Bank’s Private Bank, where he worked with generations of families, meeting their trust, estate settlement and financial needs.
In his role as Chief Wealth Management Officer, Scott is responsible for overseeing First County Advisors’ Wealth Management services, where he and his dedicated team of financial professionals are committed to delivering exceptional client service and leading strategies for wealth preservation and growth across generations.
Scott received his Juris Doctor and Master of Business Administration from the University of Akron. He lives in Greenwich with his wife and daughter, and their family dog Cudi.
AnnaMarie S. Boccuzzi
Vice President, Estate and Trust Officer
AnnaMarie derives great satisfaction in providing her clients with financial clarity and confidence, and helping them make sense of complex and often challenging circumstances.
AnnaMarie serves as the Trust & Estate Settlement Officer for First County Advisors, bringing over two decades of experience in trust administration, estate settlement and wealth management. She joined First County Advisors in 2014 to deliver fiduciary services to high-net-worth individuals and families. Prior to joining the firm she worked at Fleet National Bank and First Union National Bank in Trust Officer roles in Stamford and Greenwich.
At First County Advisors, AnnaMarie is responsible for the administration of trusts, working with clients and their trusted advisors to ensure estate plans are properly crafted and implemented, and manages estate settlements, representing the Bank in executorships and manages matters such as residence sales, appraisal and disposition of personal property, probate and tax requirements and ultimately, distributions to beneficiaries.
AnnaMarie attended the New England School of Banking’s undergraduate trust program at Williams College where she was the recipient of the prestigious Shepherd award for academic achievement; she continued her studies with graduate trust school at Northwestern University. AnnaMarie has a B.S. in Finance from the University of Connecticut, and lives in Stamford with her husband and two adult children.
Henry P. Kim
Vice President, Wealth Advisor
Henry collaborates with clients to reach their financial goals. After thoroughly considering each client’s unique financial situation, he employs a comprehensive wealth management approach by developing customized investment strategies that safeguard and enhance their financial well-being.
Henry serves as a Wealth Advisor for First County Advisors, bringing forth more than 25 years of investment experience. He joined First County Advisors in 2022 from FLX Distribution, where he served as a Director. Previously, Henry served as a Corporate VP, Portfolio Specialist, with New York Life Insurance Co., where he worked with ultra-high net worth clients to accumulate and manage wealth.
In his role as Wealth Advisor at First County Advisors Henry is responsible for his investment acumen, providing portfolio construction, consultative asset allocation, and financial planning on behalf of his clients.
Henry holds a Bachelor of Science in Economics from Cornell University and currently is a Chartered Financial Analyst (CFA) Level 3 candidate. He lives in Scarsdale, NY with his wife and their two children.
Owen Anastasia, CFA, CFP®
Vice President, Wealth Advisor
A Chartered Financial Analyst and Certified Financial Planner®, Owen has had an extensive career managing multi-asset class portfolios with consistent client engagement. As a Wealth Advisor with First County Advisors, his focus is assisting his clients with identifying and implementing investment strategies that best align with their personal financial goals.
Owen is a Wealth Advisor, bringing 25 years of investment experience to First County Advisors, where he started in 2024. In his career, he has held various roles in portfolio management and trading at some of the world’s leading asset managers, such as State Street Global Advisors, Natixis Asset Management, and Oppenheimer Funds. He has extensive experience analyzing and investing across asset classes, including equities, fixed income, commodities and currencies. His most recent role, at Wells Fargo Private Bank, helped change his focus from institutional investment acumen to financial planning and goals-based investing for families and organizations.
As a Wealth Advisor with First County Advisors, his focus is assisting clients with identifying and implementing investment strategies that best align with their personal financial goals.
Owen received a bachelor’s degree from Babson College, and he is a Chartered Financial Analyst, Certified Financial Planner, and a Financial Risk Manager. He is a member of the Stamford Society of Security Analysts and a member of the New York Chapter of the Global Association of Risk Professionals. Owen can be found with his family in Wilton, CT supporting youth sports and local organizations.
Jaron Swartz
Vice President, Wealth Advisor
Jaron works with business owners, senior executives, private equity and hedge fund principals, family offices, and endowments to access, analyzing and addressing their comprehensive financial needs by delivering the full capabilities of First County Advisors.
FULFILLMENT
“My focus is on delivering thoughtful solutions to help clients achieve – and sustain – their ambitions.”
EXPERIENCE
Jaron has over a decade of proven success across financial services, developed through progressive roles at respected national and global financial institutions. His expertise spans comprehensive financial planning, investment strategy, estate planning, and business succession solutions. Prior to joining First County Advisors, Jaron served as Senior Vice President, Medical Wealth Advisor at Truist Bank, where he was instrumental in the strategic expansion of its Medical Specialty Group. His background also includes significant experience at Bank of America’s Global Commercial Bank and as a Private Client Manager at Bank of America Private Bank, where he created tailored solutions for sophisticated clients while optimizing their investment outcomes.
As a Wealth Advisor, Jaron works with business owners, senior executives, private equity and hedge fund principals, family offices, and endowments to access, analyze and address their comprehensive financial needs by delivering the full capabilities of First County Advisors and First County Bank more broadly.
Jaron holds a B.A. in Economics and Philosophy from Rollins College and an MBA from Temple University – Fox School of Business. He serves on the New York chapter of the Anti-Defamation League, volunteers with the UJA-Federation of New York, and is a member of the Healthcare Management Association and American College of Healthcare Executives. Jaron resides in Mamaroneck, NY, with his family
Laura Roberts, MBA
AVP, Associate Wealth Advisor
Laura is an experienced wealth management Wealth Advisor who blends global financial expertise, entrepreneurial communication skills, and trust and estate administration knowledge to build enduring client partnerships and guide individuals and families toward their financial goals.
Laura Roberts is a seasoned wealth management Wealth Advisor with a track record of elevating client experience across leading global financial institutions including Merrill Lynch and Morgan Stanley. With more than a decade as founder of her own communications firm, she blends industry expertise with exceptional strategic communication skills. Laura is known for building trust-driven, enduring relationships and delivering personalized service that helps clients navigate complexity with confidence.
Laura’s role as Associate Wealth Advisor at First County Advisors brings together her wealth management background and trust and estate administration experience, offering clients a steadfast, partnership-driven approach to achieving their unique financial goals.
Laura holds an MBA from Fairfield University and a BA in Economics from the University of Connecticut. She lives with her family in Monroe and enjoys kayaking, spending time outdoors and serving the community as a board member for ElderHouse in Norwalk and Pacific House in Stamford.
Duncan Lee
AVP, Associate Wealth Advisor
Duncan is a client-focused wealth management professional who works closely with individuals, businesses and community organizations as a partner who connects you with solutions for important financial decisions.
Having held numerous sales and managerial positions in business, consumer and private banking, Duncan leverages his experience, spanning over 25 years, to provide holistic financial guidance, going beyond simple investment advice to cover your entire financial picture. As a trusted advisor, he understands and values collaboration with others to help clients manage, grow and preserve their assets, allowing them to navigate life transitions with confidence.
In his role as Associate Wealth Advisor with First County Advisors, he strives to build deep and strong relationships with clients ranging from small businesses, not-for-profits and high-net-worth families and individuals.
Duncan holds a Bachelor of Science in Marketing from Quinnipiac University. He lives in Stamford with his family and enjoys running, skiing and traveling.
Investments in stocks, bonds, mutual funds or other marketable securities are not a deposit or other obligation and are not guaranteed by First County Advisors, the Wealth Management Division of First County Bank; are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other federal government agency; and are subject to investment risks, including possible loss of the principal invested. This is not an offer or recommendation of particular investment products or services nor is it intended to provide specific financial, legal or tax advice. When First County Bank is acting solely as a custodian of assets, First County Advisors does not provide investment advice, research, or recommendations, or solicit transactions in connection with accommodation trades.
