Person

Photo of Jeanne C. Blackmore
Jeanne C. Blackmore
Vice President – Trust Counsel Burlington

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.

 

Photo of Angela K. Bowman
Angela K. Bowman
Vice President & Trust Administration Brattleboro

Western New England College, B.S.
Graduate Cannon Trust School I & II
Trust administration experience since 2004

 

Photo of Deborah Brown
Deborah Brown
Vice President – Trust Administration & Operations Manchester

Champlain College, A.S.
Banking & Trust experience since 1989
Certified Trust & Financial Advisor (CTFA) designation
Graduate of Cannon Trust School

 

Photo of Chris R. Cassidy
Chris R. Cassidy
President & CEO Burlington

University of Vermont, M.B.A.
Skidmore College, B.A., Economics and Business
Equity research since 2002
Chartered Financial Analyst (CFA) Level II Candidate

Read Chris’ personal profile. (2007).

Photo of Penny Cauble
Penny Cauble
Trust Officer – Trust Administration Burlington

Trust, retail bank and relationship manager experience since 1998

Photo of Christopher G. Chapman
Christopher G. Chapman
Vice President – Trust Administration & Estate Planning Brattleboro

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

Read Chris’ personal profile. (2004)

Photo of Lynette A. Chase
Lynette A. Chase
Vice President – Trust Administration Burlington

Certified Trust & Financial Advisor (CTFA)
Graduate of Cannon Trust School
Trust and Investment Experience since 1996

 

Photo of Paul Copeland
Paul Copeland
Vice President & Portfolio Manager Brattleboro

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

Photo of Lisa Counsell
Lisa Counsell
Trust Officer – Trust Administration Manchester

Hamilton College, B.A.
Paralegal experience since 2012

Photo of Jack Davidson
Jack Davidson
Vice President – Trust Administration & Estate Planning Brattleboro

St. Michael’s College, B.A.
Fordham University Law School, J.D.
Admitted to the bar in Vermont and New York
Trust, estate planning and tax experience since 1972
Head of Vermont National Bank Trust Department for 24 years

Read Jack’s personal profile. (2007)

Photo of David T. DeBellis
David T. DeBellis
Vice President & Portfolio Manager Burlington

St. Michael’s College, B.A.
Chartered Financial Analyst (CFA) designation
Equity and fixed income management and research
Portfolio manager since 1992

View David’s personal profile. (2004)

Photo of Livia DeMarchis
Livia DeMarchis
Vice President – Trust Counsel Burlington

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

Photo of Christine Diekel
Christine Diekel
Vice President – Trust Administration & Estate Planning Rutland

Graduate Cannon Trust School
Trust administration, estate, financial and tax planning experience since 2005
Banking experience since 1996

 

Photo of Jill Ravey Dolan
Jill Ravey Dolan
Vice President – Trust Administration Burlington

American University B.A.
Trust experience since 2014

 

Photo of Lisa Edwards
Lisa Edwards
Trust Administration Brattleboro

Trust banking experience since 1994

 

Photo of Ian Estabrooks
Ian Estabrooks
Vice President & Portfolio Manager Rutland

Bryant University, B.S.
Chartered Financial Analyst (CFA) designation
Equity and fixed income management and research

Photo of Barbara F. Flynn
Barbara F. Flynn
Vice President – Fiduciary Taxes Brattleboro

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)

 

Photo of Susan L. Fowler
Susan L. Fowler
Vice President – Trust Administration Burlington

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

 

Photo of Kasey Franzoni
Kasey Franzoni
Vice President – Trust Administration Rutland

Certified IRA Services Professional (CISP) Designation
Boston University, BA
Graduate Cannon Trust School Levels I, II & III
Retail & Trust Banking experience since 1994

 

Photo of Andrea E. Freeman
Andrea E. Freeman
Vice President & Head of Trust Operations Brattleboro

Champlain College
Trust operations experience since 1984

Read Angie’s personal profile. (2005)

Photo of Tanner Freeman
Tanner Freeman
Portfolio Manager Burlington

University of Vermont, B.S.
Business Administration & Finance

Photo of Jeanne Gilbert
Jeanne Gilbert
Vice President – Trust Administration & IRA Officer Rutland

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

Read Jeanne’s personal profile. (2005)

Photo of Jessica Granger
Jessica Granger
Trust Officer – Trust Administration Manchester

Community College of Vermont
Trust experience since 2010
Retail banking experience since 2000

 

Photo of Todd E. Gray
Todd E. Gray
Vice President & Portfolio Manager Brattleboro

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

 

Photo of Judy Joly
Judy Joly
Trust Administration Burlington

Chittenden County Probate Register 1979 – 2016

Photo of Chris Lafayette
Chris Lafayette
Vice President – Portfolio Manager Burlington

Stonehill College, B.S.

Chartered Financial Analyst (CFA)®

Equity and fixed income research since 2005

Portfolio manager since 2007

Photo of Ellen A. Lowery
Ellen A. Lowery
Vice President – Audit & Compliance Brattleboro

Windham College, B.A.
Marlboro College, M.S.
Certified Information Systems Auditor (CISA)
Certified in Risk & Information Systems Control (CRISC)
Certified Member, Fiduciary & Investment Risk Management Association
Trust auditing experience since 1982

Read Ellen’s personal profile. (2003)

Photo of Cynthia McGregor
Cynthia McGregor
Trust Officer – Trust Administrator Burlington

Certified Trust & Financial Advisor
Graduate of Cannon Trust School
Trust and retail banking experience since 1982

 

 

 

Photo of Bonnie McLellan
Bonnie McLellan
Vice President & Portfolio Manager Rutland

College of Saint Joseph
Canon Financial Institute
Equity and fixed income management
Portfolio manager since 1987

 

Photo of Kurt H. Merrill
Kurt H. Merrill
Vice President & Portfolio Manager Rutland

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

Photo of Lori Miller
Lori Miller
Trust Operations Brattleboro

Wilson College
Community College of Vermont
Trust operations experience since 1990

Direct Line: 802.231.2785

Read Lori’s personal profile. (October 2006)

Photo of Nancy Mongeon
Nancy Mongeon
Office Manager Burlington

41 years of law firm experience

Photo of Kate Murphy
Kate Murphy
Trust Administration Burlington

University of Vermont, B.A.

Probate and estate planning paralegal since 2012

Photo of Ashley S. Neary
Ashley S. Neary
Trust Officer – Trust Administration Burlington

Champlain College, B.S.
Paralegal and registered law clerk experience since 2009

Photo of Michelle L. Paracka
Michelle L. Paracka
Trust Officer – Trust Administration Burlington

Champlain College, BS
Retail banking experience since 2008

Photo of Kathy Patenaude
Kathy Patenaude
Trust & Audit Clerk Brattleboro

American Institute of Banking
Trust operations experience since 1998
Retail banking experience since 1988

Direct Line: 802.231.2786

Photo of Jennifer Rowe
Jennifer Rowe
Vice President – Trust Administration & Estate Planning Brattleboro

Amherst College, B.A.
Columbia University, Ph.D.
Albany Law School, J.D.
Estate planning and taxation experience
since 2011

Photo of Sharry Rutken
Sharry Rutken
Vice President – Trust Administration & Estate Planning Manchester

 

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

 

Photo of Nanette J. Stevens
Nanette J. Stevens
Vice President – Portfolio Manager Burlington

University of Vermont, B.S.
Equity and Fixed income management
Portfolio manager since 1983

Read Nanette’s personal profile. (2006)

Photo of George von Trapp CPA
George von Trapp, CPA
Vice President & Chief Financial Officer Burlington

Boston College, B.A
Utah State University, M.S.
Accounting, business management and business planning since 1973

Read George’s personal profile. (2006)

Photo of Jane B. Waysville
Jane B. Waysville
Vice President – Trust Administration & Estate Planning Brattleboro

Wheaton College (Norton, MA)
Nathaniel Hawthorne College, B.A.
Trust, estate and tax experience since 1977

Read Jane’s personal profile. (January 2005)

Photo of Stephanie Whitehorne
Stephanie Whitehorne
Vice President – Trust Administration Rutland

Graduate Cannon Trust School
Trust administration experience since 1997
Banking experience since 1985

Photo of Crystal Winn
Crystal Winn
Trust Operations Brattleboro

Champlain College B.S.
Accounting and retail banking
experience since 2003

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