Spinnaker Trust

Financial Services - Portland, ME, US

Spinnaker Trust Employees
Amanda Rand

President

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Michele Pezzuti-Morse

Senior Account Administrator

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Sara Lewis

Principal, Executive Vice President and Director of Client Service

Contact Sara Lewis

Kati Morrell

Assistant Portfolio Manager

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John Leonard

Portfolio Manager

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Christopher Whitney

ESOP Client Advisor

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Drew Oestreicher

Vice President, Senior Relationship Manager

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Spinnaker Trust Senior Management
Karen Towle

Chief Operating Officer

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Molly Foley

Chief Financial Officer

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Spinnaker Trust Details

At Spinnaker Trust, we will help you reach the tomorrow you want to create. Our mission is to help our clients build wealth, and protect it, while preserving peace of mind. With objective and personalized advice, we guide our clients toward their investment goals, help them to manage and conserve their assets and work hard to ensure that their legacy is ready and waiting for future generations.The seasoned professionals at Spinnaker Trust have the in-depth knowledge that you need to build and protect your wealth. They know each client's unique financial thumbprint. Just as important, they know their families, their values and their hopes for the future.

Spinnaker Trust logo, Spinnaker Trust contact details
Employees: 20 - 49
HQ: 207 553-7160
Location: Portland, ME, US
Revenue: 20 - 50 Million
Asset Management Tax Services Trust Administration Wealth Planning ESOP Trustee Services Investment Planning Trustee Services FossilFuelFree Financial Services Financial Advisory Services
Spinnaker Trust Technologies
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