Contact





86 Linden Street, Brattleboro, VT, 05301
802.254.9400, Toll Free: 877.753.4401
Map and directions

  • Angela Bowman  Trust Administration  (802.231.2765)
  • Chris Chapman  Trust Administration  (802.231.2766)
  • Jack Davidson  Estate Planning  (802.231.2767)
  • Lisa Edwards  Trust Administration (802.231.2782)
  • Bobi Flynn  Tax Officer  (802.231.2768)
  • Angie Freeman  Operations Manager (802.231.2780)
  • Todd Gray   Portfolio Manager  (802.231.2781)
  • Ellen Lowery  Audit & Compliance  (802.231.2783)
  • Lori Miller   Operations  (802.231.2785)
  • Kathy Patenaude  Trust Clerk  (802.231.2786)
  • Melissa Snow   Operations (802.332.4055)
  • Jane Waysville  Trust Administration (802.231.2788)

286 College Street
Burlington, VT 05401
802.846.9860
Toll Free: 866.616.0070
Map and directions

  • John Abel  Trust Investment Mentor  (802.231.2764)
  • Chris Cassidy  Portfolio Manager  (802.227.0049)
  • Penny Cauble  Trust Administration (802.227.0421)
  • Lynette Chase  Trust Administration (802.231.2789)
  • David DeBellis  Portfolio Manager  (802.227.0053)
  • Jill Ravey Dolan  Trust Administration (802.227.0724)
  • Ben Ferris Portfolio Manager (802.332.6737)
  • Susan Fowler  Trust Administration (802.230.4664)
  • Tanner Freeman Portfolio Manager
  • Judy Joly Trust Administration (802.231.2787)
  • Sandy Kidwell  Trust Administration (802.227.0162)
  • Mary Ann McDermott  Trust Administration (802.227.0163)
  • Ashley Neary Trust Administration (802.231.3459)
  • Nanette Stevens  Portfolio Manager (802.227.0725)
  • George von Trapp  Trust Administration (802.227.0726)

5245 Main Street
P.O. Box 1015
Manchester Center, VT 05255
802.367.1200
Map and directions

  • Deborah Brown  Trust Administration  (802.230.4132)
  • Jessica Granger   Trust Administration  (802.768.1084)
  • Sharry Rutken    Trust Administration  (802.230.4223)

23 Court Street
Rutland, VT 05701
802.776.9400
Map and directions

  • Bonnie McLellan  Portfolio Manager  (802.230.4662)
  • Christine Diekel  Trust Administration (802.230.4019)
  • Jeanne Gilbert      Trust Administration  (802.230.4660)
  • Kurt Merrill  Trust Administration  (802.231.2784)
  • Stephen Singiser  Portfolio Manager   (802.230.4663)
  • Stephanie Whitehorne Trust Administration (802.230.4218)

2 North Main Street, 4th Floor
St Albans, VT 05478
802.524.6200
Map and directions

  • Harold Hebert   Portfolio Manager

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Brattleboro Office

86 Linden Street
Brattleboro, VT, 05301
802.254.9400
Toll Free: 877.753.4401
Map and directions

Burlington Office

286 College Street
Burlington, VT 05401
802.846.9860
Toll Free: 866.616.0070
Map and directions

Manchester Office

5245 Main Street
P.O. Box 1015
Manchester Center, VT 05255
802.367.1200
Map and directions

Rutland Office

23 Court Street
Rutland, VT 05701
802.776.9400
Map and directions

St. Albans Office

2 North Main Street, 4th Floor
St Albans, VT 05478
802.524.6200
Map and directions