Spinnaker Trust

Spinnaker Trust expands leadership team with four promotions

Spinnaker Trust, a Portland-based wealth management firm, has promoted four employees to leadership roles.

How to plan for a working retirement that works for you

People often wait too long to consider when they want to retire, writes guest columnist Laura McHugh of Spinnaker Trust. It's never too early to make a plan.

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.

‘The talk’: Bringing up estate planning with your family

When parents have teenagers, “the talk” usually refers to a conversation about birds and bees, but as children become adults there is another equally hard but necessary conversation.

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Set yourself up for retirement success

Writing for the annual Mainebiz Senior Smart publication, guest columnist Laura McHugh of Spinnaker Trust highlights five steps for long-term financial planning.

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.

Spinnaker Trust names assistant portfolio manager

Spinnaker Trust has appointed Eugenio Figarella as assistant portfolio manager.

Spinnaker Trust expands client advisor team with three promotions

Spinnaker Trust has promoted three client advisors to senior vice president positions.

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Spinnaker Trust finds new principal in its own ranks

The Portland-based financial services firm promoted Caitlin DiMillo from the position of senior vice president and client advisor.

🔒Retirement planning in your 50s: ‘It’s never too late’

Experts say it's never too late to start planning, even as retirement nears.

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