Photo / Courtesy Spinnaker Trust
Ainsley Gleason
19 min ago
Spinnaker Trust promotes 3 senior team members to principal
Spinnaker Trust, a Portland-based wealth management firm, has promoted three senior team members to principals.
Ainsley Gleason, senior vice president and chief operating officer, has been with Spinnaker since 2012. She joined the firm from Ram Trust Services and brings over a decade of experience in client services and fund management. Gleason received her bachelor’s degree in finance and economics from Thomas College and her MBA from the University of Southern Maine.
Photo / Courtesy Spinnaker Trust
Eben Jose
Eben Jose, named senior vice president, client advisor and director of private markets in 2023, works closely with families to address their long-term investment and planning goals, providing tailored strategies to meet their unique needs. Jose also oversees the strategic management of Spinnaker’s private alternative investments. Before joining the firm in 2014, Jose gained valuable experience in financial services in Boston. He holds a bachelor’s degree from Boston College and brings over a decade of expertise in finance to his role.
Photo / Courtesy Spinnaker Trust
Laura McHugh
Laura McHugh, senior vice president and client advisor, works with clients to build and protect wealth, providing comprehensive financial planning services. She collaborates with Spinnaker’s team of experts in investment, tax, trust and estate planning to deliver tailored solutions. McHugh joined Spinnaker in 2017 and has extensive experience in financial services. She received her bachelor’s degree from Bentley University and an MBA from the University of Southern Maine.
“Ainsley, Eben, and Laura have each made invaluable contributions to our firm and our community. Their dedication and collaborative approach will help Spinnaker thrive on the road ahead,” said Amanda V. Rand, president, CEO and principal. “Spinnaker is coming off its most successful year to date by almost any measure. With these three new additions to our leadership team, we are confident in our ability to serve our clients and help them achieve their financial goals for decades to come.”
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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