Jean L. Trim, MBA
Jean serves clients as a Portfolio Manager and she is a member of the firm’s Investment Policy Committee. Prior to joining Vigilant in 2011, Jean spent 18 years at U.S. Trust, Bank of America Private Wealth Management in Boston. For 11 of those years, Jean served clients as a Senior Vice President and Senior Portfolio Manager, working exclusively with high net worth individuals and families. Jean sits on the Board of Directors of Newburyport Bank, BILH – Anna Jacques Hospital, as well as the Newburyport Art Association where she serves as Board President. Jean is also a member of the Town of West Newbury Investment Policy Committee. Jean earned her MBA from the McCallum Graduate School of Business at Bentley University and a BS in Finance with a minor in Political Science from Merrimack College. Jean lives in West Newbury, MA with her husband, Chris, their daughter, Sarah, their sons, Austin and Robert and their two dachshunds, Koenig and Olive. Jean enjoys running, hiking, reading and any activity involving the ocean and lakes of New England.