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Spinnaker Trust hires deputy chief investment officer with a decade of experience
Spinnaker Trust, a Portland-based wealth management firm, has hired Tim Kaijala as vice president and deputy chief investment officer.
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How to find a succession strategy that’s right for you
ESOP Client Advisor Laura M. Pfeiffenberger and Zachau Construction CEO Jeff Zachau share lessons learned in the course of considering different succession options.
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Portland-based Spinnaker Trust hires associate chief trust officer
Spinnaker Trust, a Portland-based wealth management firm, has hired Mariah Mitchell as vice president and associate chief trust officer.
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How to set yourself up for succession success
The global tumult of recent months has caused many small business owners to rethink their personal and professional timelines, as well as their succession plans.
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Rand honored with 2025 Crystal Heart Award
Amanda Rand, president and CEO of Spinnaker Trust, has been recognized with the 2025 Crystal Heart Award from the American Heart Association.
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As a $72 trillion ‘great wealth transfer’ is set to begin, here are 4 estate-planning rules to follow
You don’t need a hefty bank balance or massive estate in order to need a will and estate plan.
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Guest Column: A Tax-Smart Way to Give Back
A qualified charitable distribution (QCD) is a planned giving option that allows you to transfer assets directly from your individual retirement account (IRA) to a…
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Spinnaker Trust expands leadership team with four promotions
Spinnaker Trust, a Portland-based wealth management firm, has promoted four employees to leadership roles.
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Plans underway for 18th annual Maine Go Red for Women Luncheon in Portland
For more than two decades, the American Heart Association’s Go Red for Women campaign has raised awareness about women’s greatest health threat – cardiovascular disease.…
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Retiring Abroad? Make Plans for Handling Your Money
Here are some key things to know about keeping your financial house in order when you make a new home abroad.
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How to plan for a working retirement that works for you
When it comes to retirement questions, people often come to us in search of magic numbers. How much money will I need to comfortably live…
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Digesting the election and investment implications
It has now been just over two weeks since Donald Trump swept to a 312 to 226 victory in the electoral college, setting him up…
