• Skip to primary navigation
  • Skip to main content
Spinnaker Trust

Spinnaker Trust

Log In
  • Our Firm
  • Wealth Management
  • Trustee Services
  • ESOP Trustee Services
  • Real Estate Services
  • Our Newsletter
  • Media & Press
  • Contact Us

Kati Morrell

Assistant Director of Account Operations

Thomas College, BS

Kati went to school for Finance and Economics and started her career at Citigroup as a Senior Accountant in Alternative Investments, then Wright Express as a Strategic Portfolio Analyst, before joining the Spinnaker Trust team.

Kati lives in Windham with her son Tyrie and their dog Jazmin. She and her son are both active and love to play sports. Her favorite pastime is watching her son play whatever sport is in season. She also serves on the board of the Windham Youth Basketball Association.

A sailboat in a cove

Start your journey.

Whether you’re establishing a trust, looking for top-tier personal management, or you just want to ask a question, our team is standing by to make sure you get the support you need.

Contact Us

Subscribe to Our Newsletter

Select list(s) to subscribe to


Spinnaker Trust

Email

[email protected]

Mail

Post Office Box 7160
Portland, ME 04112

Office

207-553-7160

Toll-Free

888-449-3512

Fax

207-553-7162

Copyright © 2026 Spinnaker Trust Developed by Brassbound Privacy Policy