Person
New York University School of Law, LL.M. Taxation 1994
University of San Diego School of Law, J.D. 1993
St. John’s College, B.A. 1989
Admitted to bar in California, Vermont and U.S. Tax Court
ACTEC Fellow.
Western New England College, B.A.
Graduate Cannon Trust School
Trust, estate and tax experience since 2004
Champlain College, A.S.
Banking & Trust experience since 1989
Certified Trust & Financial Advisor (CTFA) designation
Graduate of Cannon Trust School
University of Vermont, M.B.A.
Skidmore College, B.A., Economics and Business
Equity research since 2002
Chartered Financial Analyst (CFA) Level II Candidate
Trust, retail bank and relationship manager experience since 1998
Northwestern University, B.S.
Certified Trust & Financial Advisor (CTFA) designation
Graduate of the National Graduate Trust School of Northwestern University
Trust, estate planning and tax experience since 1985
Certified Trust & Financial Advisor (CTFA)
Graduate of Cannon Trust School
Trust and Investment Experience since 1996
University of New Hampshire, B.S.
Southern New Hampshire University,
M.S.in Accounting
Certified Public Accountant since 2009
Wheaton College, B.A.
Chartered Financial Analyst (CFA) Charterholder
Portfolio Manager since 2013
Financial Industry experience since 1998
Equity and fixed income research
Hamilton College, B.A.
Paralegal experience since 2012
St. Michael’s College, B.A.
Chartered Financial Analyst (CFA) designation
Equity and fixed income management and research
Portfolio manager since 1992
Yale Law School, J.D. 2010
Yale School of Forestry & Environmental Studies, M.E.M. 2005
Yale College, B.A. 2004
Admitted to the bar in Vermont and Massachusetts
Graduate Cannon Trust School
Trust administration, estate, financial and tax planning experience since 2005
Banking experience since 1996
American University B.A.
Trust experience since 2014
William Patterson College, B.A.
Graduate of the Williams College Trust School
Trust, tax and operations experience since 1974
Enrolled Agent (qualified to testify before the IRS)
Read Bobi’s personal profile. (2004)
Boston University, B.A.
Vermont Law School, J.D.
Chittenden County Probate Judge 1995 – 2016
Private Practice 1984 – 1995
Deputy State’s Attorney, Windham & Chittenden Counties 1981 – 1984
Certified IRA Services Professional (CISP) Designation
Boston University, BA
Graduate Cannon Trust School Levels I, II & III
Retail & Trust Banking experience since 1994
Champlain College
Trust operations experience since 1984
University of Vermont, B.S.
Business Administration & Finance
Greenfield Community College, A.S.
Certified Trust and Fiduciary Advisor (CTFA)
Graduate Cannon Financial Institute
Trust Administration and Retail Banking since 1998
Kaplan College of Financial Planning
Planning experience since 2018
Certified IRA Services Professional (CISP) designation
Graduate of the Williams College Trust School
American Institute of Banking
Retail banking, trust and estate experience since 1974
Community College of Vermont
Trust experience since 2010
Retail banking experience since 2000
University of Maine, B.S., Business Administration
Husson College, M.S., Business Management
Graduate of the ABA National Trust School
Equity & fixed income management & research
Portfolio Manager since 1985
Greenfield Community College, A.S.
Certified Trust and Financial Advisor (CTFA)
Graduate Cannon Trust School
Accredited Estate Planner (AEP)
Trust administration and estate planning experience since 1989
Stonehill College, B.S.
Chartered Financial Analyst (CFA)®
Equity and fixed income research since 2005
Portfolio manager since 2007
Certified Trust & Financial Advisor
Graduate of Cannon Trust School
Trust and retail banking experience since 1982
College of Saint Joseph
Canon Financial Institute
Equity and fixed income management
Portfolio manager since 1987
Graduate Williams College Trust School
Graduate ABA National Trust Graduate School Northwestern University
American Institute of Banking Diploma
Trust Administration and Investment experience since 1979
Wilson College
Community College of Vermont
Trust operations experience since 1990
Direct Line: 802.231.2785
University of Vermont, B.A.
Probate and estate planning paralegal since 2012
Champlain College, B.S.
Paralegal and registered law clerk experience since 2009
Champlain College, BS
Retail banking experience since 2008
American Institute of Banking
Trust operations experience since 1998
Retail banking experience since 1988
Direct Line: 802.231.2786
Amherst College, B.A.
Columbia University, Ph.D.
Albany Law School, J.D.
Estate planning and taxation experience
since 2011
Southern Vermont College, B.A.
Graduate of the ABA National Trust School & Cannon Trust School
Certified Trust & Financial Advisor (CTFA) designation
Retail banking experience 1975 – 1996
Trust and estate experience since 1996
University of Vermont, B.S.
Equity and Fixed income management
Portfolio manager since 1983
Graduate Cannon Trust School
Trust administration experience since 1997
Banking experience since 1985
Champlain College B.S.
Accounting and retail banking
experience since 2003