Courtesy / Spinnaker Trust
Kelsey Lowe
Updated: October 2, 2023
Spinnaker Trust adds two key hires to ESOP team
Spinnaker Trust, a Portland-based financial services firm, has appointed Kelsey Lowe as an account administrator and Serena Amlie as a client advisor.
Lowe and Amlie join the company's Employee Stock Ownership Plan (ESOP) Practice.
"An increasing number of organizations are exploring employee stock ownership plans as a viable succession strategy,” said Amanda V. Rand, principal, president and CEO of Spinnaker Trust. “Serena and Kelsey bring valuable expertise to Spinnaker that will allow us to continue to provide the highest level of service to our ESOP clients and help them build strong foundations for the road ahead.”
Lowe has over 15 years of experience. She will work closely with the ESOP team to support clients with administrative and account servicing responsibilities and retirement plan administration requirements.
The Westbrook resident received a bachelor’s degree in business administration from the University of Maine. After graduation, she worked for Actuarial Designs & Solutions and EPIC Retirement Plan Services, providing third-party administrative services to clients.
Courtesy / Spinnaker Trust
Serena Amlie
Amlie will be based in Saratoga Springs, N.Y. She will work closely with ESOP clients to develop strategies that align with their financial goals and employee ownership objectives, and will manage ESOP-related transactions and annual valuations of company stock.
She began her career in business valuation, performing appraisals of companies for ESOP transactions, annual ESOP updates, estate and gift tax matters, shareholder disputes and divorces.
Amlie holds the Accredited Senior Appraiser designation from the American Society of Appraisers and has a bachelor’s degree in business administration and finance from Xavier University in Ohio.
“With Serena and Kelsey joining our team, we are well positioned to meet the evolving needs of our clients,” said Jeannine Pendergast, principal and ESOP client advisor. “Our team is dedicated to staying at the forefront of the ESOP market, ensuring that our clients receive tailored solutions that drive both their success and the prosperity of their employees.”
Founded in 2000, Portland-based Spinnaker Trust is chartered as a nondepository trust company that manages over $2.5 billion for a global clientele. It provides investment management, trust, estate planning and tax services. Since launching its ESOP practice in 2001, Spinnaker Trust has worked with close to 100 clients of all sizes and industries nationwide.
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