Our
People
 |
|
Founders
Left
to right: Jack Davidson, Bobi Flynn, Nanette Stevens, Steve
Singiser,
Jane Waysville, John Abel, Angie Freeman and Rich Pearce.
|
JOHN
H. ABEL, Portfolio Manager
Education & Experience
Adelphi University, B.A.
Equity and fixed income management and research
Portfolio manager since 1972
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DEBORAH BROWN, Trust Administration & Operations
Education & Experience
Champlain College, A.S.
Banking & Trust experience since 1989
Certified Trust & Financial Advisor (CTFA) designation
CHRIS R. CASSIDY, Investment Officer
Education & Experience
Skidmore College, B.A.,
Economics and Business
Equity research since 2002
Chartered Financial Analyst (CFA) Level II Candidate
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CHRISTOPHER
G. CHAPMAN, Trust Administration & Estate Planning
Education & Experience
Northwestern University, B.S.
Certified Trust & Financial Advisor (CTFA) designation
Graduate of the National Graduate Trust School of Northwestern
University
Trust, estate planning and tax experience since 1985
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JACK DAVIDSON, Trust Administration & Estate Planning
Education & Experience
St. Michael's College, B.A.
Fordham University Law School, J.D.
Admitted to the bar in Vermont and New York
Trust, estate planning and tax experience since 1972
Head of Vermont National Bank Trust Department for 24 years
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DAVID
T. DeBELLIS, Portfolio Manager
Education & Experience
St. Michael's College, B.A.
Chartered Financial Analyst (CFA) designation
Equity and fixed income management and research
Portfolio manager since 1992
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ASHLEY
M. FERRONE, Trust Administration
Education & Experience
Johnson State College
Banking and trust experience since 2001
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BARBARA
F. FLYNN, Fiduciary Taxes
Education & Experience
William Patterson College, B.A.
Graduate of the Williams College Trust School
Trust, tax and operations experience since 1974
Enrolled Agent (qualified to testify before the IRS)
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ANDREA
E. FREEMAN, Head of Trust Operations
Education & Experience
Champlain College
Trust operations experience since 1984
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JEANNE
GILBERT, Trust Administration & IRA Officer
Education & Experience
Certified IRA Services Professional (CISP) designation
Cannon Financial Institute - IRA Professional School
Graduate of the Williams College Trust School
American Institute of Banking
Retail banking, trust and estate experience since 1974
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TODD E. GRAY, Portfolio Manager
Education & Experience
University of Maine, B.S., Business Administration
Husson College, M.S., Business Management
Graduate of the ABA National Trust School
Equity & fixed income management & equity research
Portfolio Manager since 1985
HAROLD
R. HEBERT, Portfolio Manager
Education & Experience
Champlain College, A.S.
American Bankers Association at University of Wisconsin
Certified Trust Financial Analyst (CTFA) designation
Equity and fixed income management
Portfolio manager since 1970
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ELLEN
A. LOWERY, Auditor
Education & Experience
Windham College, B.A.
Marlboro College, M.S.
Certified Information Systems Auditor (CISA) designation
Certified in Risk & Information Systems Control (CRISC) designation
Certified Member, Fiduciary & Investment Risk Management Association
Trust auditing experience since 1982
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BONNIE McLELLAN, Vice President & Senior Investment Officer
Education & Experience
College of Saint Joseph
Canon Financial Institute
Equity and fixed income management
Portfolio manager since 1987
LORI
MILLER, Trust Operations
Education & Experience
Wilson College
Community College of Vermont
Trust operations experience since 1990
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KATHY
PATENAUDE, Trust Operations
Education & Experience
American Institute of Banking
Trust operations experience since 1998
Retail banking experience since 1988
RICHARD
W. PEARCE, Portfolio Manager
Education & Experience
Colorado State College, B.A.
Equity management and research
Portfolio manager since 1981
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MARY
ANN McDERMOTT, Trust & IRA Administration
Education & Experience
Champlain College, A.S.
Graduate of the Williams College Trust School
Trust and estate experience since 1985
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SHARRY RUTKEN, Trust Administration & Estate Planning
Education & Experience
Southern Vermont College, B.A..
Graduate of the ABA National Trust School & Cannon Trust School
Certified Trust & Financial Advisor (CTFA) designation
Trust and estate experience since 1975
STEPHEN
T. SINGISER, Portfolio Manager
Education & Experience
Brown University, B.A.
Equity and fixed income management
Portfolio manager since 1976
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NANETTE
J. STEVENS, Portfolio Manager
Education & Experience
University of Vermont, B.S.
Equity and Fixed income management
Portfolio manager since 1983
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GEORGE
von TRAPP, CPA, Trust Administration & Estate Planning
Education & Experience
Boston College, B.A
Utah State University, M.S.
Accounting, business management and business planning since 1973 Click for newsletter with personal profile
JANE
B. WAYSVILLE, Trust Administration & Estate Planning
Education & Experience
Wheaton College (Norton, MA)
Nathaniel Hawthorne College, B.A.
Trust, estate and tax experience since 1977
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