Category: Team

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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.

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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.

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CLIENT RELATIONSHIP ADMINISTRATION

Isabel V. Bretz

As a member of our Wealth Advisory Team, Isabel provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. She is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Practice Management and Cash Flow. Prior to joining Vigilant, Isabel studied at Southern New Hampshire University where she earned her B.S. in Business Administration with a concentration in Finance. She spent two semesters studying abroad, one in Rome, Italy and one in Wollongong, Australia. Isabel lives in York, Maine and in her free time enjoys traveling, hiking, and spending time with friends and family.

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CLIENT RELATIONSHIP ADMINISTRATION

Danielle J. Lamey

As a member of our Wealth Advisory Team, Danielle provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. She is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Estate Planning and Philanthropy. Prior to joining Vigilant, Danielle worked for several financial-services companies, commencing her career in Boston at Tucker Anthony and Eaton Vance. After moving to Maine in 2005, Danielle was a Financial Advisor at Merrill Lynch. Most recently, she led the customer-success team at a 401(k) start-up and provided financial and bookkeeping services to small businesses. She earned her Bachelor of Science from East Carolina University. Danielle enjoys watching her kids play year-round sports, walking, yoga and a good psychological thriller series. She resides in Saco, Maine with her three children, Charlie, Addie and Olivia.

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PORTFOLIO MANAGEMENT

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.

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PORTFOLIO MANAGEMENT

Samuel H. Witherspoon, CFA®

Sam is a Principal in the Firm and serves clients as a Portfolio Manager and Research Analyst. He is a member of the Firm’s Investment Policy Committee and Chair of the Asset Allocation & Capital Market Assumptions and Proxy & Corporate Actions Committees. As an Analyst, Sam is responsible for researching and following investments in the Health Care and Consumer Staples sectors. Prior to joining Vigilant in 2015, Sam was an Investment Director at RS Investments. Sam holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Boston and the CFA Institute. Sam earned his BA in Economics from Colby College where he was captain of the Alpine Ski Team. Sam serves on the Board of Directors of the Seacoast Community School and New Hampshire Humanities and previously volunteered with Big Brothers Big Sisters. He lives in Portsmouth, NH with his wife Margaret, daughter Charlotte, twins Hayes and Eleanor, and yellow lab Winston. Sam spends his free time enjoying the outdoors, skiing, hiking, biking, golfing, boating, and surfing.

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CLIENT RELATIONSHIP ADMINISTRATION

Ann M. Mohammad, FPQP®

As a member of our Wealth Advisory Team, Annie 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 Client Administration Team. Prior to joining Vigilant in 2013, Annie was Senior Portfolio Administrator and Chief Compliance Officer at HeadInvest. She attended University of Southern Maine and earned her AS in Computer Information Systems from Casco Bay College. Annie holds the FPQP® designation through the College for Financial Planning®. She earned the Series 65 Uniform Investment Adviser Law License in 2008 and the ABA Wealth Management & Trust Certificate through the Center for Financial Training™. She previously served 6 years as Treasurer of the South Portland Track & Cross Country Boosters. She is an avid runner and enjoys hiking, traveling, and spending time with her family. Annie has two adult children and resides in South Portland with her husband Faiz.

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CLIENT RELATIONSHIP ADMINISTRATION

Emma J. Ranocha

As a member of our Wealth Advisory Team, Emma provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. She is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Estate Planning, Risk Management, and Senior Investors. Prior to joining Vigilant, Emma was an Analyst at BNY Mellon where she served as a liaison between the firm’s operations, client service, and investment management teams. Emma earned her B.A. in Economics from the University of California, Berkeley. While at UC Berkeley, she enjoyed participating in the Outdoors Club and taking hiking and ski trips throughout Northern California. She now lives in Portsmouth, NH and enjoys traveling, reading, and spending time with family and friends.

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WEALTH ADVISORY SERVICES

Izabela E. Hallett, CFP®, CIMA®

Izzy leads the firm’s client development efforts. Prior to joining Vigilant, Izzy was a Senior Regional Director at Chicago-based institutional investment firm, William Blair. She was working with registered investment advisory firms, trust departments of banks and financial advisors optimizing client portfolios, educating clients on market conditions and increasing client relationships. Izzy started her career at Cantor Fitzgerald in New York trading bank loans in their corporate bond division and later went on to work closely with financial advisors at asset management firms, Rorer Asset Management in Philadelphia and Roosevelt Investments in New York. Izzy received her BS in Finance and Marketing from Boston College where she also served as President of the Women’s Rugby Team. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Certified Investment Management Analyst certification. She is also a member of the Investments & Wealth Institute and The Boston Women Leaders Association. In her free time, she enjoys volunteering at Ambrose Elementary School and has been actively involved with supporting Ukrainian refugees in Poland. Izzy and her family enjoy hiking, kayaking, boating and skiing in Maine. She lives in Winchester, MA with her husband, Dave, children Danielle and Joey and dog, Ginger.