Category: WEALTH ADVISORY SERVICES

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.

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.

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, beachcombing and photographing the Seacoast.

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.

Colin serves clients as a Wealth Advisor and is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Estate Planning, Cash Flow, and Risk Management. Prior to joining Vigilant, Colin spent ten years at Prime Buchholz LLC, an investment consultant which serves a wide variety of institutional clients throughout the eastern United States. During his time at Prime Buchholz, Colin helped lead several data visualization and analytical initiatives across the firm focusing on client relationships, capital markets, and investment insights. Colin received his B.S. in Business Administration from the University of New Hampshire and completed the Data Analytics Certificate Program at the University of Chicago. Currently, Colin serves on the Dean’s Advisory Board of the Peter T. Paul College of Business & Economics at UNH, is a board member of the UNH Alumni Association, and is a Trustee of Heronfield Academy, a private school in the NH seacoast. During the academic year, Colin also serves as an Adjunct Lecturer at UNH teaching courses covering investment valuation and personal finance. Colin lives in Hampton, NH with his wife, Karla, and son, Alexander.

Hope is a Managing Director and serves clients as a Wealth Advisor. She is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Risk Management and Senior Investors. She started her career at Brown Brothers Harriman & Co. in Boston working with high-net-worth clients before moving to the New Hampshire seacoast. Hope earned her MBA in Paris, France at Ecole Nationale des Ponts et Chausées (ENPC) and an A.B. in English Literature at Dartmouth College. Hope completed the Boston University Financial Planning Program and is a CERTIFIED FINANCIAL PLANNER™. An avid skier and former lacrosse player, she has remained active in both sports, and has helped out with the Seacoast Lacrosse League in various capacities over the years. Hope is the President of Dartmouth Club of the Seacoast, a past member of the Dartmouth Alumni Council, a past board member of Womenaid of Greater Portsmouth, and Co-Founder of Harbor Forum. She also serves a number of ways on the board trustees of The Music Hall in Portsmouth. She lives in Portsmouth with her husband Chip and their two children.

Amelia serves clients as a Wealth Advisory Analyst, working closely with Chris Penfield and his team. Amelia is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Practice Management, Tax and Philanthropy. Prior to joining Vigilant, Amelia worked as a Regional Associate at Putnam Investments where she introduced timely fund solutions to financial advisors for their clients and business-building ideas through wealth, practice and investment management. Amelia earned her B.S. in Business Administration with concentrations in Finance & International Business from the University of New Hampshire. She also spent a semester abroad, studying Spanish and Art History in Barcelona. She lives in Portsmouth, NH and enjoys running, playing golf and traveling.

James serves clients as a Wealth Advisor. He is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Estate Planning and Risk Management. Prior to joining Vigilant, James was Regional Sales Director for Columbia Threadneedle Investments, a global asset manager based in Boston, where he represented a diverse lineup of investments. Previously, James was Financial Advisor in Exeter, NH, where he helped families on the Seacoast achieve their financial goals. James received his BA from the University of New Hampshire, completed the College for Financial Planning education program and is a CERTIFIED FINANCIAL PLANNER^TM practitioner. In his free time, James enjoys skiing, golfing, cooking, and spending time with his family. James lives in Portsmouth, NH with his wife, Cara, and son, Tommy.

Alex serves clients as an Associate Wealth Advisor, working closely with Jeff Carlisle and his team. He is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Cash Flow and Tax. Prior to joining Vigilant, Alex was a financial planner for a Portland-based firm where he provided comprehensive wealth planning to individuals and families. He received his BS in Finance from the University of Southern Maine, completed the College for Financial Planning’s CFP Certification Professional Education Program, and is a CERTIFIED FINANCIAL PLANNER™. Alex holds the Chartered SRI Counselor™ (CSRIC™) designation and the Accredited Behavioral Finance Professional℠ (ABFP℠) designation after completing the education, exam, and ethical requirements set by the College for Financial Planning. He is a CFP® Professional member of the Financial Planning Association. Alex lives in Scarborough, Maine.