Category: Team

John is a Research Analyst and a member of the firm’s Investment Policy Committee. As an Analyst, John is responsible for researching and following investments in the Financials, Industrials, and Utilities sectors. John also serves on the firm’s Discovery, Performance & Attribution, Asset Allocation & Capital Market Assumptions, Brokerage & Trading, and Proxy & Corporate Actions Committees. John previously worked as an Investment Intern with Vigilant, and as a Research Intern with Prime, Buchholz & Associates, Inc. John earned a B.S. in Business Administration with a concentration in Finance from the University of New Hampshire. During his time at UNH, John served as Portfolio Manager with the Atkins Investment Group, an entirely student-managed equity and fixed income portfolio. John holds the Chartered Financial Analyst® designation. John lives in Portsmouth, NH and spends his free time reading, following sports, and enjoying the local seacoast.

As a Wealth Advisor, Larry leverages his wide-ranging experience in business leadership positions and client wealth management to comprehensively assist clients. He served as Vigilant’s Chief Compliance Officer from 2012 – 2022. Prior to joining Vigilant in 2009, Larry served as President and CEO and was a member of the Board of Directors of Acadia Trust, N.A., a subsidiary of Camden National Corporation. As CEO, he had overall strategic and operational responsibility for the firm’s investment management, trust, retirement plan, and bank brokerage services. During his tenure at Acadia Trust, Larry managed portfolios for high-net-worth individuals, non-profits and endowments, and retirement plan accounts. Larry earned a B.S. in Business Administration from the University of Maine. He completed the College for Financial Planning professional education program and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Larry is the Chairperson of the Maine Business School Advisory Board at the University of Maine, current member and past President of the Maine Estate Planning Council, former President of the Scarborough Boys Lacrosse Booster Club and previous 10-year board member of the YMCA of Southern Maine. Larry is a life-long resident of Maine, currently residing Scarborough. He and his wife, Brenda, have three children, Lauren, Jonathan and Matthew, and one grandchild, Donovan.

James serves clients as a Portfolio Manager and Research Analyst. Prior to joining Vigilant, James was a Senior Investment Consultant at NEPC. He holds the Chartered Financial Analyst and Charted Alternative Investments Analyst designations. James earned his Bachelor of Science in Business Administration with a concentration in Finance from Boston University. He lives in Portsmouth, NH and in his free time enjoys the outdoors, hiking, running, and skiing.

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.

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.

Chris serves clients as a Portfolio Manager and Research Analyst. He serves as a member of the firm’s Investment Policy Committee. 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.

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.

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.

Steve is responsible for the firm’s technology footprint. This includes the Cyber Security Program, Day-to-day Technology Operations, Policy and Procedures / Roadmapping, Application/Data Support, End User Support, and Vendor Management. He was previously the Director of Network and Infrastructure at the University of New England. He has also held IT Management roles for Maine Health, Diversified Communications, and Maine Employers Mutual Insurance Company. Steve received his MBA from Southern New Hampshire University and also holds an undergraduate degree in Information Technology. He lives with his wife and three children in Lewiston, Maine.

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.