Vigilant Capital Management, LLC
Industry: Capital market company
DescriptionFounded: 2002 Parent organization: Vigilant Capital, Llc
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Vigilant Capital Management, LLC Employees
Employee
Years
Job
Industry
Sam Witherspoon, CFA Sam Witherspoon, CFA's Vigilant Capital Management, LLC Experience June 2015 - Present
Job Portfolio Manager at Vigilant Capital Management, LLC
Industry Financial Services
Experience
Vigilant Capital Management, LLC June 2015 - Present
RS Investments March 2014 - June 2015
RS Investments January 2013 - February 2014
RS Investments September 2011 - December 2012
Morgan Stanley Smith Barney 2010 - September 2011
Keefe, Bruyette & Woods May 2008 - September 2008
Skills
Investments, Investment Strategies, Financial Services, Corporate Finance, Valuation, Wealth Management, Fixed Income, Mutual Funds, Equities, Alternative Investments, Investment Management, Financial Planning, Risk Management, Series 7, Series 66, Sales, Investment Advisory, ETFs, Portfolio Management, Asset Management, Capital Markets, Emerging Markets, Securities, Finance, Financial Modeling
Education
Colby College 2005 — 2009
Bachelor's, Economics, Administrative Science
James Cook University 2008 — 2008
Economics, Business
Vigilant Capital Management, LLC June 2015 - Present
RS Investments March 2014 - June 2015
RS Investments January 2013 - February 2014
RS Investments September 2011 - December 2012
Morgan Stanley Smith Barney 2010 - September 2011
Keefe, Bruyette & Woods May 2008 - September 2008
Skills
Investments, Investment Strategies, Financial Services, Corporate Finance, Valuation, Wealth Management, Fixed Income, Mutual Funds, Equities, Alternative Investments, Investment Management, Financial Planning, Risk Management, Series 7, Series 66, Sales, Investment Advisory, ETFs, Portfolio Management, Asset Management, Capital Markets, Emerging Markets, Securities, Finance, Financial Modeling
Education
Colby College 2005 — 2009
Bachelor's, Economics, Administrative Science
James Cook University 2008 — 2008
Economics, Business
Chris Penfield, CFP® Chris Penfield, CFP®'s Vigilant Capital Management, LLC Experience November 2012 - Present
Job Associate Relationship Manager at Vigilant Capital Management, LLC
Industry Investment Management
Experience
Vigilant Capital Management, LLC November 2012 - Present
The Colony Group, LLC (formerly Mintz Levin Financial Advisors) February 2011 - October 2012
Mintz Levin May 2009 - May 2011
Ameriprise Financial Advisors October 2007 - May 2008
Skills
Estate Planning, Asset Allocation, Investments, Securities, Financial Planners, Equities, Financial Analysis, Wealth Management, Economics, Strategic Financial..., Investment Management, Alternative Investments, Mutual Funds, Portfolio Management, Finance
Education
Bentley University 2005 — 2009
BS, Economics-Finance
Vigilant Capital Management, LLC November 2012 - Present
The Colony Group, LLC (formerly Mintz Levin Financial Advisors) February 2011 - October 2012
Mintz Levin May 2009 - May 2011
Ameriprise Financial Advisors October 2007 - May 2008
Skills
Estate Planning, Asset Allocation, Investments, Securities, Financial Planners, Equities, Financial Analysis, Wealth Management, Economics, Strategic Financial..., Investment Management, Alternative Investments, Mutual Funds, Portfolio Management, Finance
Education
Bentley University 2005 — 2009
BS, Economics-Finance
Scott Sorensen, CFA Scott Sorensen, CFA's Vigilant Capital Management, LLC Experience March 2002 - Present
Job Managing Director at Vigilant Capital Management
Industry Investment Management
Experience
Vigilant Capital Management, LLC March 2002 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
B.S.
Vigilant Capital Management, LLC March 2002 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
B.S.
Kristen Underwood Kristen Underwood's Vigilant Capital Management, LLC Experience June 2011 - Present
Job Managing Director Administrative Operations at Vigilant Capital Management, LLC
Industry Investment Management
Experience
Vigilant Capital Management, LLC June 2011 - Present
Seascape Capital Management, LLC 2009 - June 2011
GreatWaters Bank & Trust - Bank Start Up Entity January 2008 - January 2009
Meredith Village Savings Bank November 2007 - January 2008
Community Bank & Trust Compay March 2004 - November 2007
Skills
Accounting, Human Resources, Information Technology, Management, Leadership, Process Improvement, Training, Recruiting, Strategy, Project Management, Mergers & Acquisitions, Strategic Planning, Employee Benefits, Budgets, Employee Relations
Education
Suffolk University - Sawyer School of Management 1999 — 2003
Bachelors, Accounting
Merrimack College 1999 — 2000
Vigilant Capital Management, LLC June 2011 - Present
Seascape Capital Management, LLC 2009 - June 2011
GreatWaters Bank & Trust - Bank Start Up Entity January 2008 - January 2009
Meredith Village Savings Bank November 2007 - January 2008
Community Bank & Trust Compay March 2004 - November 2007
Skills
Accounting, Human Resources, Information Technology, Management, Leadership, Process Improvement, Training, Recruiting, Strategy, Project Management, Mergers & Acquisitions, Strategic Planning, Employee Benefits, Budgets, Employee Relations
Education
Suffolk University - Sawyer School of Management 1999 — 2003
Bachelors, Accounting
Merrimack College 1999 — 2000
Lawrence A. Blaisdell Lawrence A. Blaisdell's Vigilant Capital Management, LLC Experience March 2009 - Present
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
Kelly Robidoux Kelly Robidoux's Vigilant Capital Management, LLC Experience December 2012 - Present
Job Client Relationship Administrator at Vigilant Capital Management, LLC.
Industry Financial Services
Experience
Vigilant Capital Management, LLC December 2012 - Present
People's United Bank June 2006 - December 2012
Skills
Investments, Banking, CRM, Wealth, High Net Worth..., Management, Wealth Management...
Education
University of New Hampshire
Bachelor of Arts (B.A.)
Vigilant Capital Management, LLC December 2012 - Present
People's United Bank June 2006 - December 2012
Skills
Investments, Banking, CRM, Wealth, High Net Worth..., Management, Wealth Management...
Education
University of New Hampshire
Bachelor of Arts (B.A.)
Dan Mulkern Dan Mulkern's Vigilant Capital Management, LLC Experience 2002 - Present
Job
Industry Investment Management
Experience
Vigilant Capital Management, LLC 2002 - Present
Goldman Sachs 1992 - 2002
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Boston College 1988 — 1992
BA
Vigilant Capital Management, LLC 2002 - Present
Goldman Sachs 1992 - 2002
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Boston College 1988 — 1992
BA
Ann Mohammad Ann Mohammad's Vigilant Capital Management, LLC Experience August 2013 - Present
Job Client Relationship Administrator at Vigilant Capital Management, LLC.
Industry Investment Management
Experience
Vigilant Capital Management, LLC August 2013 - Present
HeadInvest April 2001 - August 2013
Gouws Capital Management November 1998 - April 2001
Maine Bank & Trust May 1991 - November 1998
Maine National Bank May 1986 - May 1991
Skills
Management, Series 65, Microsoft Office, 27 years experience -..., Investments, Portfolio Management, CRM, Wealth Management..., Wealth, Nonprofits, High Net Worth..., Insurance, Financial Analysis, Risk Management, Banking, Financial Reporting, Accounting, Auditing, Mutual Funds, Analysis, Access, Business Analysis, Alternative Investments
Education
Casco Bay College 1985 — 1987
Associate of Science (AS), Computer Information Systems
University of Southern Maine 1984 — 1985
Accounting
South Portland High School
Vigilant Capital Management, LLC August 2013 - Present
HeadInvest April 2001 - August 2013
Gouws Capital Management November 1998 - April 2001
Maine Bank & Trust May 1991 - November 1998
Maine National Bank May 1986 - May 1991
Skills
Management, Series 65, Microsoft Office, 27 years experience -..., Investments, Portfolio Management, CRM, Wealth Management..., Wealth, Nonprofits, High Net Worth..., Insurance, Financial Analysis, Risk Management, Banking, Financial Reporting, Accounting, Auditing, Mutual Funds, Analysis, Access, Business Analysis, Alternative Investments
Education
Casco Bay College 1985 — 1987
Associate of Science (AS), Computer Information Systems
University of Southern Maine 1984 — 1985
Accounting
South Portland High School
Amy M. True's Vigilant Capital Management, LLC Experience January 2002 - August 2010
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
Jean Trim's Vigilant Capital Management, LLC Experience September 2011 - Present
Job Managing Director at Vigilant Capital Management, LLC
Industry Investment Management
Experience
Vigilant Capital Management, LLC September 2011 - Present
US Trust, Bank of America Private Wealth Management 1993 - September 2011
U.S. Trust, Bank of America Private Wealth Management 2001 - 2011
Bank of Boston 1993 - 2011
Shawmut Bank 1989 - 1993
Skills
Wealth Management, Trust Services, Portfolio Management, Wealth Management..., Alternative Investments, Asset Allocation, Estate Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
M.B.A., Finance
Merrimack College 1985 — 1989
B.S.B.A., Finance/Investments
Methuen High School 1981 — 1985
Vigilant Capital Management, LLC September 2011 - Present
US Trust, Bank of America Private Wealth Management 1993 - September 2011
U.S. Trust, Bank of America Private Wealth Management 2001 - 2011
Bank of Boston 1993 - 2011
Shawmut Bank 1989 - 1993
Skills
Wealth Management, Trust Services, Portfolio Management, Wealth Management..., Alternative Investments, Asset Allocation, Estate Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
M.B.A., Finance
Merrimack College 1985 — 1989
B.S.B.A., Finance/Investments
Methuen High School 1981 — 1985
Bill Clifford, CFP®'s Vigilant Capital Management, LLC Experience 2012 - Present
Job Managing Director at Vigilant Capital Management, LLC.
Industry Investment Management
Experience
Vigilant Capital Management, LLC 2012 - Present
People's United Bank 2005 - September 2012
Wachovia Securities 1999 - 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Investments
Education
Florida State University 2009 — 2011
Financial Planning
Providence College 1995 — 1999
Political Science & Business Studies Program
Vigilant Capital Management, LLC 2012 - Present
People's United Bank 2005 - September 2012
Wachovia Securities 1999 - 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Investments
Education
Florida State University 2009 — 2011
Financial Planning
Providence College 1995 — 1999
Political Science & Business Studies Program
Hope Martin's Vigilant Capital Management, LLC Experience June 2014 - Present
Job Managing Director at Vigilant Capital Management, LLC.
Industry Financial Services
Experience
Vigilant Capital Management, LLC June 2014 - Present
Merrill Lynch Wealth Management January 2014 - May 2014
Merrill Lynch July 2012 - December 2013
Banknorth Investment Management April 2001 - February 2003
Brown Brothers Harriman & Co September 1998 - July 2000
Education
Ecole nationale des Ponts et Chaussées 1997 — 1999
Master of Business Administration (MBA), International Business
Dartmouth College 1988 — 1992
Bachelor of Arts (B.A.), English Literature
Vigilant Capital Management, LLC June 2014 - Present
Merrill Lynch Wealth Management January 2014 - May 2014
Merrill Lynch July 2012 - December 2013
Banknorth Investment Management April 2001 - February 2003
Brown Brothers Harriman & Co September 1998 - July 2000
Education
Ecole nationale des Ponts et Chaussées 1997 — 1999
Master of Business Administration (MBA), International Business
Dartmouth College 1988 — 1992
Bachelor of Arts (B.A.), English Literature
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