Our Investment Group
JOHN
H. ABEL, Portfolio Manager
Adelphi University, B.A.
Equity and fixed income management and research
Portfolio manager since 1972
CHRIS R. CASSIDY, Investment Officer
Skidmore College, B.A. Economic & Business
Equity research since 2002
Chartered Financial Analyst (CFA) Level II Candidate
DAVID
T. DeBELLIS, Portfolio Manager
St. Michael's College, B.A.
Chartered Financial Analyst (CFA) designation
Portfolio manager since 1992
Equity and fixed income management and research
TODD E. GRAY, Portfolio Manager
University of Maine, B.S., Business Administration
Husson College, M.S., Business Management
Graduate of the Northwestern University National Trust School
Equity & fixed income management & equity research
Portfolio Manager since 1985
HAROLD
R. HEBERT, Portfolio Manager
Champlain College, A.S.
American Bankers Association at University of Wisconsin
Certified Trust Financial Analyst (CTFA) designation
Portfolio manager since 1970
Equity and fixed income management
BONNIE McLELLAN, Vice President & Senior Investment Officer
College of Saint Joseph
Canon Financial Institute
Equity and fixed income management
Portfolio manager since 1987
GREGORY
M. McCONAHEY, Portfolio Manager
Miami University, BS Accountancy
Chartered Financial Analyst Level 1
Uniform Securities Agent State Law Exam
Equity and fixed income management
MICHAEL
J. RAFFERTY
Ohio Wesleyan University, B.A. Economics
Advanced program for Trust Professionals, ABA
National Graduate Trust School
Certified Financial Planner since 1989
RICHARD
W. PEARCE, Portfolio Manager
Colorado State College, B.A.
Equity management and research
Portfolio manager since 1981
PETER A. SHERLOCK , Portfolio
Manager
President, Sherlock Investment Management, Inc.
Chartered Financial Analyst
Equity Management
Portfolio manager since 1984
STEPHEN
T. SINGISER, Portfolio Manager
Brown University, B.A.
Portfolio manager since 1976
Equity and fixed income management
NANETTE
J. STEVENS, Portfolio Manager
University of Vermont, B.S.
Equity and Fixed income management
Portfolio manager since 1983
Our Investment Philosophy
Our investment philosophy is determined
by the needs and objectives of our clients. Further, each account
is unique and its investments should reflect that individuality.
Acquiring knowledge of the needs and objectives of each client
is key to implementing a successful investment strategy.
We hold ourselves to high standards
of prudence and quality and seek to minimize our client's exposure
to unnecessary risk.
To translate our philosophy into a workable investment approach,
Trust Company of Vermont's managers employ the following techniques:
