Trust & Investments Professionals
Brief Bios
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
BRUCE V. ALLBEE, Investment Consultant
Vice President
Education & Experience
Middlebury College, B.A.
Boston University Law School, J.D.
26 years of investment experience
Responsible for investment consulting/management
services
Vermont National portfolio manager for 18 years
Phone: 800-453-7384
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HOLLIS P. CARLISLE, Trust
Specialist
Assistant Vice President
Education & Experience
Marlboro College, B.A.
12 years of trust experience
Responsible for relationship managed accounts
Phone: 800-334-6862
LEO V. CONNOLLY, Portfolio Manager
Trust Officer
Education & Experience
Franklin & Marshall College, B.A.
Licensed Series 7 & 63
16 years investment experience
Equity and fixed income management
Phone: 802-747-2419, 800-530-7049
JOHN M. GEISE, Trust
Administration/Estate Planning
Vice President
Education & Experience
Cornell University, B.S.
Syracuse University, M.B.A. Courses
University of Vermont, M.B.A. Courses
22 years of administrative experience in trusts
and estates
Responsible for trust administration, estate
settlement and corporate trusts
Phone: 800-453-7384
JEANNE R. GILBERT, Trust and Estate
Administration
Asst. Vice President and Trust Officer
Education & Experience
St. Michael’s College
American Institute of Banking
26 years banking experience
10 years trust administration
Phone: 1-802-747-2457
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STEPHEN B. HAMLIN, Portfolio
Manager
Asst. Vice President & Trust Officer
Education & Experience
University of Massachusetts
Licensed Series 7, 63 & 65 (registered
investment advisor)
16 years of trust and investment management
experience
Equity and fixed income management
Phone: 800-334-6862 and (413) 774-3713 ext. 160
HAROLD R. HEBERT, Portfolio Manager
Vice President
Education & Experience
Champlain College
30 years professional experience
Responsible for trust and investment service
management
Phone: 800-453-7384
JOHN G. HOCK, Trust Administration
Tax Officer
Education & Experience
Castleton State College, B.S. - Accounting
Certified Public Accountant, October 1995
Licensed to practice in Vermont
12 years tax and accounting experience
Phone: 1-802-747-2401
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MARIE L. LAFRANCE, Trust
Administration & Compliance
Assistant Vice President and Trust Officer
Education & Experience
American Institute of Banking, McKay Hochman,
Pension Mgmt, Collin Fritz & Assoc., Sungard,
Banker’s Systems.
19 years trust administration, IRA & EB
planning, compliance and operations experience.
Trust administrator and compliance officer
Phone: 1-800-530-7049
JANICE R. LAMORE, CFP, CTFA, Trust and Estate
Administration
Vice President and Trust Officer
Education & Experience
National Graduate Trust School, Northwestern
University
College of Financial Planning
34 years trust, estate planning and tax
experience
Phone: 800-453-7384
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BONNIE L. MCLELLAN, Portfolio
Manager
Vice President & Investment Officer
Education & Experience
College of St. Joseph
Cannon Financial Institute
12 years of equity and fixed income research
experience
Phone: 1-800-530-7049
BRUCE F. POTTER, Trust Operations
Vice President
Education & Experience
Champlain College
30 years trust operations experience
Manager of trust operations and wholesale trust
services
Phone: 802-747-2468
JAMES T. STROUSE,
Regional Vice President and Trust Officer
Education & Experience
St. Michael’s College, University of
Vermont,
National Graduate Trust School
28 years of business development and trust
administration
Phone: 1-800-453-7384
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RENNIE R. WASHBURN, CTFA,
Trust and Estate Administration
Assistant Vice President
Education & Experience
Goucher College, B.A.
12 years of trust, estate and tax experience
Phone: 800-334-6862
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MARION G. ZUEGE, Trust Operations
Trust Operations Officer
Madison Business College
Cannon Financial School
9 years trust operations experience
Supervisor, Rutland Regional Operations
Phone: 1-802-747-2465
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