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I N V E S T M E N T S 0 Y O U 0 C A N 0 B A N K 0 O N |
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Robert N. Gaumont, Executive Vice President, Managing Officer |
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Robert N. Gaumont |
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Mr. Gaumont
is Executive Vice President and 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 as
Investment Committee. He is also serves as lead administrative officer on
accounts. Mr. Gaumont
brings 25 years of trust and fiduciary experience to the Company, including
seven years with Rhode Island Hospital Trust National Bank. He has spent most
of his career managing fiduciary relationships of high net worth individuals
and families. Education: |
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Timothy
V. Geremia, CFA, CFP |
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Mr. Geremia
is ultimately 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: Activities: |
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George C. Burwell, CFA |
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Mr. Burwell serves as a Vice President and Investment Officer of the Trust Company. In this role, he conducts fundamental equity and fixed income research and portfolio management and also 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 earned the designation of Chartered Financial Analyst in 1999. He is a member of the CFA Institute and the Providence Society of Financial Analysts. Education: |
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Joyce
J. Moran |
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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 vendor. 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: |
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Mary Aguiar |
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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 Education & Training: |
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Susan
Phillips |
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Ms. Phillips 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. Phillips 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: |
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Coastline
Trust Company |
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