Author: Chantal Nakouzi

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OPERATIONS

Matthew R. Bushnell

Matthew is responsible for the firm’s investment operations. Prior to joining Vigilant, Matthew worked in hedge fund accounting and administration at Stone Coast Fund Services in Portland, ME. While at Stone Coast, Matthew managed the Implementations team which processed accounting and investor onboarding for new clients. Prior to that, he managed a hedge fund portfolio accounting team. Matthew earned a Bachelor’s in Business Administration from the University of Southern Maine. He enjoys camping and exploring the outdoors with his family. Matthew lives in Falmouth, ME with his wife, Melissa, and daughter Abigail.

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LEADERSHIP WEALTH ADVISORY SERVICES

Jeffrey F. Carlisle, JD

Jeff is a Principal and Founder and serves clients as a Wealth Advisor. He is a member of the firm’s Executive Committee and Wealth Advisory Committee. Prior to founding Vigilant, Jeff was a Vice President of Fleet Private Clients Group, where he worked exclusively with high-net-worth clients. Previously, he was an attorney at Preti, Flaherty, Beliveau & Pachios in Portland, Maine. He is a graduate of Chase Manhattan Bank’s Management Training Program. Jeff is a former board member of the Maine Chapter of the March of Dimes and the Falmouth Little League. Jeff earned his J.D. from the University of Maine School of Law and an A.B. in English from Dartmouth College. He graduated from Phillips Exeter Academy. Jeff lives in Falmouth, ME with his wife, Amy, and their daughters, Avery and Elliott.

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PORTFOLIO MANAGEMENT

Christopher H. Lyford, MBA, CFA®

Chris serves clients as a Portfolio Manager and Research Analyst. He serves as a member of the firm’s Investment Policy Committee. As an Analyst, Chris is responsible for researching and following investments in the Energy and Basic Materials sectors. Prior to joining Vigilant, Chris was Managing Director and Chief Investment Officer at Acadia Trust, N.A. As Managing Director, Chris provided leadership to the company regarding investment management, client relationships, and business development. Concurrently as Chief Investment Officer, Chris led the company’s investment and research process, investment committee meetings, and portfolio management process. He also managed portfolios for high-net-worth individuals, trust accounts, and non-profit endowment funds. Chris earned his MBA from Duke University’s Fuqua School of Business and a BA in Economics from Swarthmore College. He holds the Chartered Financial Analyst® designation and is a member of the Maine Chapter of the CFA® Institute. An avid runner, Chris has completed twenty-seven marathons and three Ironman triathlons. He lives in Scarborough, ME with his wife, Cari, their two boys Noah and Caleb, and their daughter, Harper.

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WEALTH ADVISORY SERVICES

William F. Clifford, CFP®, CExP™

Bill serves clients as a Wealth Advisor. Prior to joining Vigilant, Bill was a Vice President and Wealth Management Advisor at People’s United Bank, where he worked with high-net-worth individuals and families. Bill received his BA from Providence College. He completed the Florida State University Financial Planning Program and is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, Bill has earned the designation of a BEI Certified Exit Planner (CExP™). He is the former Chair of the Board of the Financial Planning Association of Northern New England, a member of the New Hampshire Estate Planning Council and serves in various capacities on local and national non-profit boards. Bill and his family live on the Seacoast of New Hampshire.

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CLIENT RELATIONSHIP ADMINISTRATION

Ann Aurilia, Certified Senior Advisor®

As a member of our Wealth Advisory Team, Ann provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. Ann is a member of the firm’s Wealth Advisory Committee and leads the firm’s Senior Investor Committee. Prior to joining Vigilant in 2010, Ann was a U.S./Global Fixed Income Assistant-Research and Business Information Administrator at Lazard LLC in New York. As a U.S./Global Fixed Income Assistant, Ann supported both Global and U.S. Fixed Income Directors. Ann earned the Certified Senior Advisor® designation through the Society of Certified Senior Advisors®, and her BS in Business Administration with a concentration in Finance from Ramapo College of New Jersey.

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OPERATIONS

Kristie L. Slindee

Kristie is the firm’s Operations Associate. She is responsible for the administrative tasks associated with both the Portland and Portsmouth offices and provides support in the areas of business and investment operations, technology, compliance and marketing. Prior to joining Vigilant, Kristie was a student at the University of Minnesota Duluth, from which she earned a B.B.A. in Finance and a B.A. in German Studies. Kristie lives in Portland, Maine and enjoys traveling, reading, and volunteering.

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LEADERSHIP PORTFOLIO MANAGEMENT

Daniel M. Mulkern, MBA

Dan is a Principal and Founder and serves clients as a Portfolio Manager. He is a member of the firm’s Executive Committee and Investment Policy Committee. Prior to founding Vigilant, Dan was a Vice President in the Mergers & Strategic Advisory Group at Goldman, Sachs & Co in New York. He advised corporations on a broad range of financial and strategic transactions, including public equity and debt offerings, mergers, acquisitions, divestitures and restructurings. Dan received an MBA from the Tuck School of Business at Dartmouth and a BA in Economics from Boston College where he was Co-Captain of the golf team. Dan is a member of the Board of Directors of the New Hampshire Golf Association. He was appointed to the national Schwab Advisor Services Advisory Board in 2017. He also previously served as chair of the board of the Children’s Museum of New Hampshire. Dan lives in Stratham, NH with his wife, Amy, and their daughters, Madeline and Eiley.

Categories
LEADERSHIP PORTFOLIO MANAGEMENT

Scott D. Sorensen, CFA®, ChFC®

Scott is a Principal and Founder. He leads the firm’s Investment Policy Committee, is a member of the Executive Committee, and serves clients as a Portfolio Manager. Prior to founding Vigilant, Scott was a Senior Vice President and Portfolio Manager at Fleet Investment Advisors where he managed investment portfolios for high-net-worth families, non-profit organizations and institutional clients. Scott holds the Chartered Financial Analyst® designation and is a member of the Boston Security Analysts Society and the CFA® Institute. He holds the Chartered Financial Consultant® designation and is a member of the American College of Financial Planning. Scott earned a BS in Business Administration and Finance from the Paul College of Business & Economics at the University of New Hampshire. He lives in Greenland, NH with his wife Terry, their son, Kyle, and daughter, Jinae.

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PORTFOLIO MANAGEMENT

Hannah L. Santy, CFA®

Hannah serves clients as a Portfolio Manager and Research Analyst. She is a member of the firm’s Investment Policy Committee and leads the firm’s Environmental, Social and Governance (ESG) integration efforts. As an Analyst, Hannah is responsible for researching and following investments in the Consumer Discretionary and Real Estate sectors. Prior to joining Vigilant in 2018, Hannah was a Portfolio Manager at a Portland, ME based investment advisory firm. Hannah holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Maine and the CFA Institute. She earned a Bachelor of Business Administration with a concentration in Finance from The George Washington University. Hannah lives in Stratham, NH with her husband, Steve, and their two rescue dogs, Connor and George. She enjoys running, skiing, and playing golf in her free time.

Categories
WEALTH ADVISORY SERVICES

Stephanie A. Dunbar, FPQP®

Stephanie serves clients as a Wealth Advisory Associate, working closely with Bill Clifford and his team. She is a member of the firm’s Wealth Advisory Committee and leads the firm’s Philanthropy Committee. Prior to joining Vigilant, Stephanie served as Trust Administrator for a Hampton, NH based firm where she administered fiduciary accounts for ultra-high-net-worth client families and coordinated efforts amongst the firm’s operations, client service, and investment management teams. Stephanie currently holds the FPQP® designation through the College for Financial Planning®. She earned her Bachelors Degree from the University of New Hampshire. Stephanie serves as Secretary on the Board of Directors for Blue Ocean Society for Marine Conservation located in Portsmouth, NH. She lives in Rye, NH and in her free time enjoys reading and photographing the Seacoast.