Photo / Courtesy, Spinnaker Trust
Scott Stefanowicz
June 6, 2024
Spinnaker Trust hires director of portfolio management and trading
Spinnaker Trust, a Portland-based wealth management firm, has hired Scott Stefanowicz as director of portfolio management and trading.
In his new role, Stefanowicz will oversee various critical responsibilities, including managing portfolio managers, liaising with trading partners and ensuring the optimal use of trading and portfolio management software.
"Spinnaker Trust has a stellar reputation and I’m thrilled to play a part in helping our clients achieve their financial goals," Stefanowicz told Mainebiz.
Stefanowicz brings more than 20 years of experience to his new role. He most recently served as the portfolio manager at Key Private Bank.
Prior to his time at Key Private Bank, Stefanowicz was head trader at HM Payson for eight years. He has also held roles at the Colony Group and Corporate Actions Operations.
“Scott’s extensive background and expertise in portfolio management and trading will be invaluable as we continue to enhance our services for our clients,” said Amanda Rand, president, CEO and principal of Spinnaker Trust. “Scott’s strategic insight and leadership with undoubtedly strengthen our investment operations.”
A native of Massachusetts, Stefanowicz received his bachelor’s degree in economics from Clemson University.
Founded in 2000, Spinnaker Trust is chartered as a non-depository trust company that manages more than $2.5 billion. It provides investment management, trust, estate planning and tax services.
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