Category: LEADERSHIP

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.

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.

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.