TCV is delighted to welcome Timberly Grout to our Brattleboro Office as a Trust Officer. Timberly is a Certified Trust and Fiduciary Advisor (CTFA), an Accredited Estate Planner (AEP), and and has over 33 years of experience in trust administration.
TCV is happy to welcome Katie Gardner to our Brattleboro Office as a Trust Administrator. Katie brings years of financial planning to her new role at TCV.
TCV is excited to welcome CFO / Compliance Officer, Matthew Cheever, to our Burlington Office. Matt is a Certified Public Accountant and has over 13 years of accounting and audit experience.
TCV is happy to welcome investment manager Chris Lafayette to our Burlington Office. Chris holds the Chartered Financial Analyst (CFA) certification and brings over 15 years experience to TCV’s clients.
TCV is delighted to to welcome Jeanne Blackmore, Livia DeMarchis, Kate Murphy and Nancy Mongeon, all from a local law firm, to our team in Burlington. Jeanne and Livia are both very experienced attorneys who will serve as In-house counsel and estate planners. Kate is an experienced estate planning paralegal and Nancy a legal support and office manager professional. We know our clients will benefit from their deep skills and experience.
Lisa Counsell, an administrator in our Manchester Office, has been elected to the Board of Directors of Bennington County Habitat for Humanity. Lisa has long experience with the group and is delighted to step into this new role.
TCV is happy to welcome Lisa Counsell to our Manchester office as a trust administrator. Lisa brings years of paralegal experience to her new role at TCV.
TCV is happy to welcome new colleagues! Jennifer Rowe< has joined our Brattleboro office as an estate planner, trust administrator and tax preparer. She is also an attorney who brings years of experience from her years with Fitts, Olson & Giddings, P.L.C. in Brattleboro. Crystal Winn has joined our Operations staff in Brattleboro, with extensive accounting experience.
The Brattleboro Museum & Arts Center recently surprised Chris Chapman, administrator in our Brattleboro Office, by naming him BMAC’s fifth-ever Honorary Trustee. The BMAC noted: “This rare honor was bestowed upon Chris in recognition of, and with gratitude for, his transformational leadership and unmatched generosity over the past six years. Chris will rotate off the Board on July 1, at which time he will join Donna Borofsky, George Heller, Wolf Kahn, and Emily Mason in BMAC’s pantheon of heroes.” Congratulations, Chris!
The readers of Vermont Business Magazine recently voted TCV as the winner for the BOB (“Best of Business”) award for Best Financial Planning & Investment Firm for 2020.
The following announcement will come as a surprise for our clients and many, if not most, of our staff. John Abel will be retiring on April 30th.
John, one of our founders, has been an integral part of our company since inception. Now that we have been in existence for over twenty years, John’s young appearance did not change and many of our staff assumed that John would not be approaching retirement age for many years. But the founders knew better. The founders were previously employed in another trust department. Some worked with John for thirty years, and some for forty years and two for almost fifty years. So we are immensely grateful that John chose not to retire many years ago.
His contributions will always be valued and remembered. His skills, hard work, commitment, and dedication have been very important to us and he will be greatly missed.
Accolades will follow and there will be many. In the interim, we are organizing tributes to his impact on both our past and our future. Here is a copy of one of the first.
Congratulations to Mary Ann McDermott, an administrator out of our Burlington Office who recently retired after 20 years at TCV. Mary Ann joined us in the very early days of the company and her many clients have benefited from her skill and experience. Enjoy retirement, Mary Ann!
TCV is happy to welcome new colleagues! Michelle Paracka and Cynthia McGregor have joined our Burlington Office as administrators, both bringing considerable experience. Camille Russo has joined our Operations staff in Brattleboro and Kasey Franzoni is a welcome addition to our Rutland Office, as an experienced administrator.
Harold “Butch” Hebert, our long-time Portfolio Manager in the Burlington area, was recently recognized for his contributions to and leadership of the Collins/Perley Sports & Fitness Center.
TCV is pleased to welcome Penny Cauble as a trust administrator in our Burlington Office. Penny joins us with over 20 years experience in trust and retail banking, including trust administration and operations, private banking, lending and relationship management.
Bonnie McLellan, Portfolio Manager in our Rutland Office, and Sharry Rutken, Administrator of our Manchester Office, recently participated in the The Holiday Project, which provides food, clothing and gift boxes for needy families in Manchester.
TCV is pleased to welcome Ben Ferris as a Portfolio Manager out of our Burlington Office. Ben joins us with a B.S. in Quantitative Economics from Tufts University and working experience at Putnam Investments doing equity and fixed income research. He has passed all three Chartered Financial Analyst (CFA) levels. A native of Essex Junction, Ben was the 2011 Vermont Mr. Basketball player in high school and later captain of the Tuft’s University Basketball Team.
Bonnie McLellan, Portfolio Manager in our Rutland Office, recently helped with the clean-up and restoration of the Point CounterPoint music camp on Lake Dunmore, which was heavily damaged in a rain and wind storm. The loss included the destruction of the camp’s primary Steinway grand piano.
TCV is happy to welcome our new colleague Lynette Chase as an Administrator to our Burlington Office. Lynette is a Certified Trust & Financial Advisor (CTFA) and an Accredited Fiduciary Investment Manager (AFIM), with over 20 years experience.
Chris Chapman, Trust Administrator in our Brattleboro Office, is both a keen photographer and inveterate traveler. He recently has a show of his work, reflecting many of his travels, at the Whetstone Station Restaurant & Brewery in Brattleboro.
Chris Diekel, Trust Administrator in our Rutland Office, is currently serving as President of the Whitehall Guild, which raises funds for health centers in Granville and Whitehall. Chris’ grandmother was a Guild president in the 1980s and Chris has served since that time.
TCV participated in the 32nd annual Youth Services Golf Tournament, held at the Brattleboro Country Club, and won the helicopter ball drop. Donating the $3,000 prize back to Youth Services, TCV’s Chris Cassidy noted he was happy to do so for such a wonderful organization.
TCV is happy to welcome two new colleagues: Jessica Granger in our Manchester Office and Ashley Neary in our Burlington Office. Jessica joins us with both trust and retail banking experience and Ashley with paralegal and registered law clerk experience since 2009.
TCV has donated office space to Girls on the Run Vermont in our Burlington Office. Check out their website for an overview of all their programs!
Chris Chapman, Trust Administrator in our Brattleboro Office was elected to his third one-year term as President of the Brattleboro Museum & Art Center. Chris also serves as Secretary on the board of the Brattleboro Walk-In Clinic and the state Supreme Court’s Professional Responsibility Board.
Recently retired Probate Court Judge Susan Fowler and Chittenden Probate Register Judy Joly have joined our staff. We are delighted to welcome such experienced professionals to the trust company. Susan and Judy will work out of our Burlington Office on College Street.
Steve Singiser, Portfolio Manager in our Rutland Office, shares his reminiscences of coming to live in Vermont in “The Road Not Taken” as featured in the the Brown newsletter.
Bonnie McLellan, Portfolio Manager in our Rutland Office, along with her mentee, helped sort food donated for the Letter Carriers Food Drive. Food was donated to BROC, Salvation Army and the Rutland Community Cupboard.
Sharry Rutken, Administrator in our Manchester Office continues her service on the Board of Shires Housing, a non-profit housing and development corporation that provides affordable housing to Bennington County residents.
Lynton “Curly” Worden Visits Every Ballpark in the Nation – Curly is the father of our Operations Manager, Angie Freeman, in our Brattleboro Office.
Stowe Land Trust Partnership with von Trapp Family Reaches Milestone – George von Trapp is our CFO, and a Trust Administrator out of our Burlington Office.
Rich Pearce, Portfolio Manager in our Burlington Office, is on the Board of Burlington Bicycle Project, a combination of Bicycle Recycle Vermont and Old Spokes Home that aims to combine retail and sustainability by rebuilding bike donations for people in need.
TCV was a sponsor of Vermont Public Television’s recent Downton Abbey event at the Flynn. Pictured are Sharry Rutken, Trust Administrator in our Manchester Office, and Jill Ravey, Trust Administrator in our Burlington Office.
Chris Diekel, Trust Administrator in our Rutland Office, sits on the board of the Carving Studio & Sculpture Center, which inspires people of all ages to create three-dimensional art on the grounds of Vermont’s historic West Rutland marble quarries. Pictured are Chris (right) and Stephanie Whitehorne and Bonnie McLellan of our Rutland Office, at a recent Carving Studio event.
Steve Singiser and Bonnie McLellan, Portfolio Managers in our Rutland Office, devote time each week to the Mentoring Connector, an organization formed in 2004 to combat rising drug abuse, violence and criminal activity in the Rutland area. The organization has connected over 1,000 kids and mentors.
Two of our Portfolio Managers, Bonnie McLellan and David DeBellis, participated in the 11th annual “Peak Pitch” at the Sugarbush Resort wherein budding entrepreneurs are teamed up with an investment adviser for a chairlift ride up the mountain to pitch their idea.
Chris Chapman, Trust Administrator in our Brattleboro Office, continues his work on the Board of the Brattleboro Walk-in Clinic.
We salute our colleague, Kathy Patenaude, Trust & Audit Clerk in our Brattleboro office, as one of the recipients of the Brattleboro Chamber of Commerce’s “Persons of the Year” award for her many years as Treasurer of the Brattleboro Christmas Stocking.
In 2009, the staff at our Trust Company selected a permanent location in Brattleboro and purchased the law offices of Weber, Perra & Munzing, P.C, located on Linden Street. It is our understanding that some items included in the purchase were items that the law office received in lieu of fees. Bobi Flynn now occupies the office previously occupied by Bruce Weber. We plan on examining her art objects, and, if previously owned by the firm, will return them to the Weber family.
We salute our colleagues: Kathy Patenaude, Trust & Audit Clerk in our Brattleboro office for her 30 years as the Treasurer of the Brattleboro Christmas Stocking and Bonnie McLellan, Portfolio Manager in our Rutland office, for her efforts with the Rutland Habitat for Humanity (pictured to the right in photo).
New location for our Rutland Office – on Thursday, June 25th we will be moving from the Service Building a few blocks away to 23 Court Street, a historic Rutland landmark. Our new office will offer staff and clients more space, improved accessibility and easy parking. We look forward to seeing you there!
Raising Money for MS Research – Erica DeBellis is the wife of our colleague, David DeBellis, Portfolio Manager in our Burlington and St. Albans offices.
ABC News feature on the von Trapps – George von Trapp, Captain Georg von Trapp’s oldest grandchild, is our Chief Financial Officer and an account administrator who works out of our Burlington Office.