Our Investment Committee

cassidyCHRIS R. CASSIDY, Portfolio Manager
University of Vermont, M.B.A.
Skidmore College, B.A. Economic & Business
Equity research
Chartered Financial Analyst (CFA) Level II Candidate

PAUL COPELAND, Portfolio Manager
Wheaton College, B.A.
Chartered Financial Analyst ® (CFA) Charterholder
Portfolio Manager since 2013
Equity and fixed income research
Financial industry experience since 1998

whoDAVID T. DeBELLIS, Portfolio Manager
St. Michael’s College, B.A.
Chartered Financial Analyst® (CFA) Charterholder
Portfolio manager since 1992
Equity and fixed income management and research

TANNER FREEMAN, Portfolio Manager
University of Vermont, B.S.
Business Administration & Finance


who3TODD E. GRAY, Portfolio Manager
University of Maine, B.S., Business Administration
Husson College, M.S., Business Management
Graduate ABA National Trust School
Equity & fixed income management and research
Portfolio Manager since 1985

CHRIS LAFAYETTE, Portfolio Manager
Stonehill College, B.S.
Chartered Financial Analyst (CFA)®
Equity and fixed income research since 2005
Portfolio manager since 2007

Trust2722-EditBONNIE McLELLAN, Portfolio Manager
College of Saint Joseph
Canon Financial Institute
Equity and fixed income management
Portfolio manager since 1987

kurt-merrillKURT MERRILL
Graduate Williams College Trust School
Graduate ABA National Graduate Trust School Northwestern University
American Institute of Banking Diploma
Investment experience since 1979




Brattleboro Office

86 Linden Street
P.O. Box 1280 (all mail)
Brattleboro, VT, 05301
Toll Free: 877.753.4401
Map and directions

Burlington Office

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

Manchester Office

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

Rutland Office

23 Court Street
Rutland, VT 05701
Map and directions