Contact





P.O. Box 1280, 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)
  • Paul Copeland Portfolio Manager (802.332.6840)
  • 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)
  • Jennifer Rowe  Trust Administration (802.332.4055)
  • Jane Waysville  Trust Administration (802.231.2788)
  • Crystal Winn  Operations (802.332.4056)

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

  • Jeanne C. Blackmore  Trust Administration (802.923.2025)
  • Chris Cassidy  President & CEO  (802.227.0049)
  • Penny Cauble  Trust Administration (802.227.0421)
  • Lynette Chase  Trust Administration (802.231.2789)
  • David DeBellis  Portfolio Manager  (802.227.0053)
  • Livia DeMarchis Trust Administration (802.923.2028)
  • Jill Ravey Dolan  Trust Administration (802.227.0724)
  • Susan Fowler  Trust Administration (802.230.4664)
  • Tanner Freeman Portfolio Manager (802.227.0162)
  • Judy Joly Trust Administration (802.231.2787)
  • Chris Lafayette Portfolio Manager (802.332.6737)
  • Cynthia McGregor  Trust Administration (802.227.0068)
  • Nancy Mongeon  Office Manager (802.923.2030)
  • Kate Murphy  Trust Administation (802.923.2029)
  • Ashley Neary Trust Administration (802.231.3459)
  • Michelle Paracka Trust Administration (802.227.0163)
  • 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)
  • Lisa Counsell  Trust Administration (802.332.4053)
  • 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)
  • Ian Estabrooks  Portfolio Manager   (802.332.4054)
  • Jeanne Gilbert      Trust Administration  (802.230.4660)
  • Kasey Franzoni Trust Administration (802.332.6736)
  • Kurt Merrill  Trust Administration  (802.231.2784)
  • Stephanie Whitehorne Trust Administration (802.230.4218)

    Brattleboro Office

    86 Linden Street
    P.O. Box 1280 (all mail)
    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