Acadia Trust, N.A.
Industry: Company
DescriptionFounded: 1984 Parent organization: Camden National Bank
Acadia Trust, N.A. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Acadia Trust, N.A.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Acadia Trust, N.A. Employees
Employee
Years
Job
Industry
Lauren Epstein Lauren Epstein's Acadia Trust, N.A. Experience January 2013 - Present
Job Vice President, Senior Trust Officer at Acadia Trust, N.A.
Industry Financial Services
Experience
Acadia Trust, N.A. January 2013 - Present
Bernstein Shur August 2009 - October 2012
Perkins Thompson July 2007 - July 2009
Carlin & Associates August 2004 - July 2007
Skills
Estate Planning, Trusts, Probate, Elder Law, Guardianship, Wills, Powers of Attorney, Fiduciary Services, Wealth Management, Retirement Planning, Tax, Long-term Care, MaineCare, Conservatorships, Litigation, Asset Protection, Legal Writing
Education
University of Maine School of Law 2001 — 2004
Juris Doctor
State University of New York College at Geneseo 1995 — 1999
BA, English and Communication
Acadia Trust, N.A. January 2013 - Present
Bernstein Shur August 2009 - October 2012
Perkins Thompson July 2007 - July 2009
Carlin & Associates August 2004 - July 2007
Skills
Estate Planning, Trusts, Probate, Elder Law, Guardianship, Wills, Powers of Attorney, Fiduciary Services, Wealth Management, Retirement Planning, Tax, Long-term Care, MaineCare, Conservatorships, Litigation, Asset Protection, Legal Writing
Education
University of Maine School of Law 2001 — 2004
Juris Doctor
State University of New York College at Geneseo 1995 — 1999
BA, English and Communication
Cass A Gilbert, CFA Cass A Gilbert, CFA's Acadia Trust, N.A. Experience 1992 - 1998
Job President at Gilbert Capital Group, Inc.
Industry Investment Management
Experience
Gilbert Capital Group, Inc. January 1999 - Present
Acadia Trust, N.A. 1992 - 1998
Gouws Capital Management,Inc. 1986 - 1998
Maine National Bank 1982 - 1986
Shearson Loeb Rhoades 1979 - 1982
US House Republican Research Committee Task Force on Energy 1978 - 1979
U.S. Representative David F. Emery - 1st District, Maine 1976 - 1979
Skills
Chartered Financial...
Education
Colby College 1972 — 1976
Bachelor of Arts (B.A.), History
CFA Institute 1987 — 1989
Chartered Financial Analyst
Salisbury School, Salisbury, CT 1968 — 1972
Gilbert Capital Group, Inc. January 1999 - Present
Acadia Trust, N.A. 1992 - 1998
Gouws Capital Management,Inc. 1986 - 1998
Maine National Bank 1982 - 1986
Shearson Loeb Rhoades 1979 - 1982
US House Republican Research Committee Task Force on Energy 1978 - 1979
U.S. Representative David F. Emery - 1st District, Maine 1976 - 1979
Skills
Chartered Financial...
Education
Colby College 1972 — 1976
Bachelor of Arts (B.A.), History
CFA Institute 1987 — 1989
Chartered Financial Analyst
Salisbury School, Salisbury, CT 1968 — 1972
Micah Davis-Johnson, CFA, CPA Micah Davis-Johnson, CFA, CPA's Acadia Trust, N.A. Experience February 2013 - July 2015
Job Investment Strategist, Cribstone Capital Management
Industry Investment Management
Experience
Cribstone Capital Management, LLC July 2015 - Present
Acadia Trust, N.A. February 2013 - July 2015
The Colony Group February 2010 - February 2013
Ernst & Young August 2006 - February 2010
Ernst & Young August 2009 - October 2009
Skills
Asset Allocation, Financial Analysis, Investments, Wealth Management, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MSA, Accounting
Boston College 2002 — 2006
BS, Accounting, Finance
Cribstone Capital Management, LLC July 2015 - Present
Acadia Trust, N.A. February 2013 - July 2015
The Colony Group February 2010 - February 2013
Ernst & Young August 2006 - February 2010
Ernst & Young August 2009 - October 2009
Skills
Asset Allocation, Financial Analysis, Investments, Wealth Management, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MSA, Accounting
Boston College 2002 — 2006
BS, Accounting, Finance
Sandy Ward's Acadia Trust, N.A. Experience 1996 - 1999
Job Business Analyst at Goodwill Industries of Northern New England
Industry Nonprofit Organization Management
Experience
Goodwill Industries of Northern New England March 2014 - Present
Bike Walk Gorham February 2014 - Present
Habitat for Humanity of Greater Portland January 2014 - Present
Presumpscot Regional Land Trust 2011 - Present
Infinity Federal Credit Union May 2012 - October 2013
Ram Trust Services 2000 - 2012
Acadia Trust, N.A. 1996 - 1999
Employee Benefit Services 1988 - 1996
Skills
Leadership, Team Building, Strategic Planning, Budgets, Customer Service, Banking, Employee Benefits, Nonprofits, Investments, Training, Coaching, Risk Management, Human Resources, Analysis, Vendor Management
Education
Northeastern University
Goodwill Industries of Northern New England March 2014 - Present
Bike Walk Gorham February 2014 - Present
Habitat for Humanity of Greater Portland January 2014 - Present
Presumpscot Regional Land Trust 2011 - Present
Infinity Federal Credit Union May 2012 - October 2013
Ram Trust Services 2000 - 2012
Acadia Trust, N.A. 1996 - 1999
Employee Benefit Services 1988 - 1996
Skills
Leadership, Team Building, Strategic Planning, Budgets, Customer Service, Banking, Employee Benefits, Nonprofits, Investments, Training, Coaching, Risk Management, Human Resources, Analysis, Vendor Management
Education
Northeastern University
Lawrence A. Blaisdell Lawrence A. Blaisdell's Acadia Trust, N.A. Experience September 1999 - December 2008
Job Managing Director, VIGILANT Capital Management, LLC
Industry Investment Management
Experience
Vigilant Capital Management, LLC March 2009 - Present
Acadia Trust, N.A. September 1999 - December 2008
Skills
Wealth Management, Investment Advisory, Investments, Portfolio Management, High Net Worth...
Education
University of Maine 1982 — 1986
Bachelor of Science, Business Administration - Finance & Marketing
College for Financial Planning
CFP Certification Professional Education Program
Vigilant Capital Management, LLC March 2009 - Present
Acadia Trust, N.A. September 1999 - December 2008
Skills
Wealth Management, Investment Advisory, Investments, Portfolio Management, High Net Worth...
Education
University of Maine 1982 — 1986
Bachelor of Science, Business Administration - Finance & Marketing
College for Financial Planning
CFP Certification Professional Education Program
Richard Elvidge, CFA Richard Elvidge, CFA's Acadia Trust, N.A. Experience 2006 - 2007
Job Senior Portfolio Manager at KeyBank
Industry Investment Management
Experience
Key Private Bank July 2013 - Present
People's United Bank 2007 - July 2013
Acadia Trust, N.A. 2006 - 2007
F.L. Putnam Investment Management Co. 1999 - 2006
Skills
Asset Allocation, Investments, Asset Management, Wealth Management, Fixed Income, Equities, Hedge Funds, Mutual Funds, Credit, Alternative Investments, Investment Strategies, Banking, Chartered Financial..., Investment Management, Investment Advisory
Education
University of Maine
Bachelor of Science (BS), Business Administration and Management
Key Private Bank July 2013 - Present
People's United Bank 2007 - July 2013
Acadia Trust, N.A. 2006 - 2007
F.L. Putnam Investment Management Co. 1999 - 2006
Skills
Asset Allocation, Investments, Asset Management, Wealth Management, Fixed Income, Equities, Hedge Funds, Mutual Funds, Credit, Alternative Investments, Investment Strategies, Banking, Chartered Financial..., Investment Management, Investment Advisory
Education
University of Maine
Bachelor of Science (BS), Business Administration and Management
Jonathan Cottrell, MBA Jonathan Cottrell, MBA's Acadia Trust, N.A. Experience January 2005 - 2008
Job Senior Portfolio Manager at Atlantic Financial
Industry Investment Management
Experience
Norway Savings Asset Management Group October 2010 - December 2013
Acadia Trust, N.A. January 2005 - 2008
Fidelity Investments 1996 - 2005
Bank of Boston 1993 - 1996
The Boston Company 1989 - 1993
Connecticut Bank & Trust 1987 - 1989
Skills
Equities, Series 7, International Capital..., Wealth Management, Fixed Income, Investments, Portfolio Management, Asset Allocation, Trading, Capital Markets, Business Development, Financial Services, Relationship Management, Investment Management, Investment Strategies, Investment Advisory, Strategic Financial..., Alternative Investments, Loans, Series 63, Hedge Funds, Finance, Asset Management, Retirement Planning, Banking, Mutual Funds, Securities, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
Wittenberg University 1982 — 1986
BA, Business
Norway Savings Asset Management Group October 2010 - December 2013
Acadia Trust, N.A. January 2005 - 2008
Fidelity Investments 1996 - 2005
Bank of Boston 1993 - 1996
The Boston Company 1989 - 1993
Connecticut Bank & Trust 1987 - 1989
Skills
Equities, Series 7, International Capital..., Wealth Management, Fixed Income, Investments, Portfolio Management, Asset Allocation, Trading, Capital Markets, Business Development, Financial Services, Relationship Management, Investment Management, Investment Strategies, Investment Advisory, Strategic Financial..., Alternative Investments, Loans, Series 63, Hedge Funds, Finance, Asset Management, Retirement Planning, Banking, Mutual Funds, Securities, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
Wittenberg University 1982 — 1986
BA, Business
Amy M. True's Acadia Trust, N.A. Experience January 2010 - September 2012
Job Owner/Amy True Photography
Industry Photography
Experience
Amy True Photography February 2012 - Present
Acadia Trust, N.A. January 2010 - September 2012
VIGILANT Capital Management, LLC January 2002 - August 2010
Bank of America January 2001 - January 2002
Merrill Lynch January 1999 - January 2000
Skills
Photography, Commercial Photography, Newborn Photography, Children's Photography, Baby Photography, Fashion Photography, Commercial Product..., Children's Fashion..., Candid Photography
Education
University of Maine 1995 — 1999
BS, Business Administration, Finance Concentration
Chartered Financial Analyst Institute
University of Maine at Orono
Bachelor of Science, Business Administration and Finance
Amy True Photography February 2012 - Present
Acadia Trust, N.A. January 2010 - September 2012
VIGILANT Capital Management, LLC January 2002 - August 2010
Bank of America January 2001 - January 2002
Merrill Lynch January 1999 - January 2000
Skills
Photography, Commercial Photography, Newborn Photography, Children's Photography, Baby Photography, Fashion Photography, Commercial Product..., Children's Fashion..., Candid Photography
Education
University of Maine 1995 — 1999
BS, Business Administration, Finance Concentration
Chartered Financial Analyst Institute
University of Maine at Orono
Bachelor of Science, Business Administration and Finance
Molly Foley's Acadia Trust, N.A. Experience August 2002 - March 2008
Job Accounts Receivable Coordinator
Industry Retail
Experience
Purdy Powers & Company October 2014 - Present
Mackitraz Baking Company August 2014 - Present
Foley's Cakes, Inc. April 2011 - August 2014
Spinnaker Trust March 2008 - May 2011
Acadia Trust, N.A. August 2002 - March 2008
Foley's Bakery May 1997 - July 2002
Skills
Investments, Wealth Management, Asset Managment, Banking, Financial Analysis, Account Reconciliation, Mutual Funds, Asset Management, Portfolio Management, Sales
Education
University of Notre Dame 1985 — 1986
Electrical Engineering
St. Joseph's College (IN) 1982 — 1986
BS - Math/Physics, Electrical Engineering
Purdy Powers & Company October 2014 - Present
Mackitraz Baking Company August 2014 - Present
Foley's Cakes, Inc. April 2011 - August 2014
Spinnaker Trust March 2008 - May 2011
Acadia Trust, N.A. August 2002 - March 2008
Foley's Bakery May 1997 - July 2002
Skills
Investments, Wealth Management, Asset Managment, Banking, Financial Analysis, Account Reconciliation, Mutual Funds, Asset Management, Portfolio Management, Sales
Education
University of Notre Dame 1985 — 1986
Electrical Engineering
St. Joseph's College (IN) 1982 — 1986
BS - Math/Physics, Electrical Engineering
Brenda Gatcomb's Acadia Trust, N.A. Experience April 2014 - Present
Job AWMA, CRPC, Vice President, Portfolio Manager at Acadia Trust, N.A.
Industry Investment Management
Experience
Acadia Trust, N.A. April 2014 - Present
Acadia Trust, N.A. 2008 - April 2014
Union Trust Company January 2003 - January 2008
Union Trust Company March 1999 - March 2003
Mount Desert Island Hospital October 1998 - March 1999
Bar Harbor Bank & Trust October 1989 - February 1998
Skills
Wealth Management, 401k Rollovers, Traditional IRA, Roth IRA, Portfolio Management, Retirement Planning, Asset Allocation, Financial Services, Relationship Management, Project Management, Qualified Retirement..., Microsoft Office, Investment Advisory, Investment Management
Education
Colby College 1979 — 1981
English, Psychology
Acadia Trust, N.A. April 2014 - Present
Acadia Trust, N.A. 2008 - April 2014
Union Trust Company January 2003 - January 2008
Union Trust Company March 1999 - March 2003
Mount Desert Island Hospital October 1998 - March 1999
Bar Harbor Bank & Trust October 1989 - February 1998
Skills
Wealth Management, 401k Rollovers, Traditional IRA, Roth IRA, Portfolio Management, Retirement Planning, Asset Allocation, Financial Services, Relationship Management, Project Management, Qualified Retirement..., Microsoft Office, Investment Advisory, Investment Management
Education
Colby College 1979 — 1981
English, Psychology
Sharon Sesling-Labonte's Acadia Trust, N.A. Experience June 1997 - Present
Job Head Fixed Income and Equity Trader at Acadia Trust, N.A.
Industry
Experience
Acadia Trust, N.A. June 1997 - Present
Acadia Trust, N.A. June 1997 - Present
The Center for Grieving Children June 2004 - May 2010
Junior League June 2003 - June 2004
Morgan Stanley Smith Barney 1992 - 1997
Education
Brookline HIgh School
Brookline HIgh School
Northeastern University
Acadia Trust, N.A. June 1997 - Present
Acadia Trust, N.A. June 1997 - Present
The Center for Grieving Children June 2004 - May 2010
Junior League June 2003 - June 2004
Morgan Stanley Smith Barney 1992 - 1997
Education
Brookline HIgh School
Brookline HIgh School
Northeastern University
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY