Spinnaker Trust

Lewiston company turns ownership over to employees, joining dozens of ESOPs in Maine

Company stock ownership is seen as a way for employees to “benefit from the company’s prosperity.” More than 60 Maine companies are owned as ESOPs.

‘Thankful for the simple things’: What 10 Mainers are grateful for this Thanksgiving

Mainebiz asked 10 movers and shakers from around the state what they are most thankful for this Thanksgiving. One response: "Maine is a magical place and I appreciate living and working here more than ever.”

Spinnaker Trust expands trust and advisory teams

Spinnaker Trust, a Portland-based financial services firm, has appointed Zachary Smolkin as vice president and chief trust officer, and has promoted Caitlin DiMillo to senior vice president and client advisor.

How to start thinking about the end game

Succession planning is never easy but guest columnist Drew Oestreicher, a senior client advisor at Spinnaker Trust, offers a strategy to get started.
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How to think strategically about philanthropy

Charitable giving is always welcomed, but there are some key strategic steps to address before making a gift, writes Caitlin F. DiMillo, a client advisor at Spinnaker Trust.

Spinnaker Trust adds two key hires to ESOP team

The Portland-based financial services firm has appointed Kelsey Lowe as an account administrator and Serena Amlie as a client advisor.

How to financially prepare for the next chapter

Preparing for retirement can be a daunting task, especially on the financial side. But guest columnist Kate Wilkinson, an advisor at Spinnaker Trust, offers some helpful guidance.

Summer reads: Quick takes from 3 Maine business leaders

Three Maine business leaders share their summer reading preferences with Mainebiz.
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Spinnaker Trust adds board member with experience in venture capital, impact investing

As chief venture officer at the Gulf of Maine Research Institute, Blaine Grimes draws on the organization’s ocean science and climate expertise to advance business ideas, coalesce investment and lead partnerships.

Tips for Maine bank depositors worried about turmoil

"Look to diversify" is one piece of advice from experts interviewed by Mainebiz.
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