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MANAGEMENT TEAM
Robert N. Gaumont
Chief Fiduciary Officer and Co-Managing Officer Coastline Trust Company, N.A. 10 Davol Square, Suite #200 Providence, RI 02903 401-751-3265 rgaumont@coastlinetrust.com Mr. Gaumont is Chief Fiduciary and Co-Managing Officer of the Trust Company. He oversees all aspects of Trust Company operations.
Mr. Gaumont is a member of the Trust Company's Board of Directors, Trust Committee, and Investment Committee. He also serves as lead administrative officer on accounts.
Mr. Gaumont brings nearly 30 years of trust and fiduciary experience to the Company, including seven years with Bank Boston / Rhode Island Hospital Trust National Bank, Connecticut Bank & Trust, and Chemical Bank. He has spent most of his career managing fiduciary relationships of high net worth individuals and families.
Education: Admitted to the Massachusetts Bar Juris Doctorate, New England School of Law, Boston, MA Bachelor of Arts, Bridgewater State College, Bridgewater, MA
Timothy V. Geremia, CFA, CFP
Chief Investment Officer Coastline Trust Company, N.A. 10 Davol Square, Suite #200 Providence, RI 02903 401-751-3010 tgeremia@coastlinetrust.com Mr. Geremia is responsible for investment management and all related duties for the Company. He chairs the Investment Committee and is a member of the Trust Management Committee.
Mr. Geremia holds both the Chartered Financial Analyst and Certified Financial Planner designations. He has over 15 years of portfolio management experience, including nine years with Bank Boston / Rhode Island Hospital Trust’s Private Bank. He has served as a senior investment counselor to high net worth individuals and organizations and as a client service team leader, whose duties included the management of a team of 17 investment and fiduciary managers and assistants.
Education:
Bachelor of Arts, Applied Mathematics/ Economics, Yale College, New Haven, CT. MBA, Babcock Graduate School of Management, Wake Forest University, Winston-Salem, NC Activities: CFA Institute / Providence Society of Financial Analysts, Member. Financial Planning Association, Member. Yale Alumni Schools Committee, Member.
George C. Burwell, CFA
Senior Investment Officer Coastline Trust Company, N.A. 10 Davol Square, Suite #200 Providence, Rhode Island 02903 (401) 751-3063 gburwell@coastlinetrust.com Mr. Burwell serves as Senior Investment Officer of the Trust Company. In this role, he conducts fundamental equity and fixed income research and portfolio management and also is a member of the Trust Management Committee. He has extensive financial management experience, including nine years in corporate finance at Providence Energy Corporation (PEC). He has expertise in asset valuation via his merger and acquisition transactions at PEC. Mr. Burwell has earned the designation of Chartered Financial Analyst. He is a member of the CFA Institute and the Providence Society of Financial Analysts.
Education:
M.B.A., Yale University School of Organization and Management, New Haven, CT B.S. in Marine Engineering, Highest Honors, United States Merchant Marine Academy, Kings Point, NY
Joyce J. Moran
Trust Officer Coastline Trust Company, N.A. 10 Davol Square, Suite #200 Providence, RI 02903 401-751-3464 jmoran@coastlinetrust.com Mrs. Moran serves as a senior administrator for fiduciary and investment management accounts, and is responsible for all matters involving the Company's trust operations. Mrs. Moran brings over 25 years of financial service experience to the Company, including tours of duty with Rhode Island Hospital Trust National Bank and BankBoston, N.A., with special emphasis in the areas of client service and account administration. Joyce works extensively with high net worth individuals to ensure a superior level of service.
Education & Training:
Bristol Community College Cannon Financial Institute, Trust School Sales and Service Techniques, Training Course Financial Needs Interviewing, Training Course NASD, Series 6
Mary Aguiar
Administrative Assistant Coastline Trust Company, N.A. 10 Davol Square, Suite #200 Providence, RI 02903 401-751-3506 maguiar@coastlinetrust.com Ms. Aguiar is a trust administrator for fiduciary and investment management accounts. She assists Joyce Moran with many aspects of the operations of the Trust Company. Ms. Aguiar brings 25+ years of banking experience, including positions with Fall River Five Cents Savings Bank and First Federal Savings Bank of America. She has extensive experience as a customer service representative as well as conducting various tasks such as wiring specialist to Federal Reserve account reconciliation. Mary works closely with other members of the Coastline Trust team to deliver a superior level of service to high net worth individuals, corporate, and non-profit clients.
Education & Training: Durfee High School Graduate Proficient with Microsoft Office, SRC, Fiserv Visions, Nautilus, Fedline, Fedline Web, and EDGAR
Susan Pavao
Investment Coordinator Coastline Trust Company, N.A. 10 Davol Square, Suite #200 Providence, RI 02903 401-751-3954 spavao@coastlinetrust.com Ms. Pavao is an investment assistant for fiduciary and investment management accounts. She assists the Chief Investment Officer with many aspects of the investment operations of the trust company. Ms. Pavao brings 15+ years of experience as an executive administrative assistant, administrative office manager, and employment coordinator. Susan works closely with the other members of the investment team to deliver a high level of service to our customers.
Education & Training:
AMA & CMC American & Canadian Management Associations Recipient of Warren A. Geraghty Memorial Award Katharine Gibbs School Executive Secretary Merit Certificate |
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Coastline Trust Company | 10 Davol Square, Suite #200, Providence, RI 02903 | 401-751-2702 Coastline Trust Company is not FDIC Insured. Your Investments may lose value and are not Bank guaranteed. |