Jean L. Trim, MBA

Principal & Portfolio Manager

Jean is a Principal in the firm and serves clients as a Portfolio Manager. She is a member of the firm’s Investment Policy Committee (IPC) and Chair of the IPC Communications 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, Riverrun Bancorp and Anna Jacques Hospital where serves as Vice Chair of the Board of Trustees. Jean sits on the Investment Subcommittee of Beth Israel Lahey Health as well as the Town of West Newbury Investment Policy Committee. She is the immediate past President of the Newburyport Art Association. 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 and her husband Chris, who have three children, live in West Newbury, MA with 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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