Amanda Rand

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.

Summer reads: Quick takes from 3 Maine business leaders

Three Maine business leaders share their summer reading preferences with Mainebiz.

Portland wealth management firm adds to team

Spinnaker Trust is looking to also hire an associate director of tax and hopes to have that filled by the end of the year.

USM plans degree program in fast-growing financial planning field

The University of Southern Maine plans to launch an undergraduate degree program in certified financial planning, as the U.S. Bureau of Labor projects a 7% employment increase for personal financial advisors.
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🔒Portfolio shift: More Maine women make their mark in wealth management

Although wealth management remains a profession dominated by men, more women are entering the field and rising to its top ranks. That's clear in Portland but also at firms in other parts of Maine.
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