Our Team
In-depth knowledge and experience for your wealth management plan.
It takes much more than classroom training to be an effective investment manager. It also takes years of hands-on experience in planning for and responding to the ups and downs of the market.
That's the level of know-how that you can expect when you entrust your portfolio to the Rockland Trust Investment Management Group. With more than 350 years of combined financial industry experience, the 53 professionals on our team will manage your assets to take the best advantage of all market conditions.
Chief Investment Officer
David B. Smith, CFA
Senior Vice President & Chief Investment Officer
Portfolio
Managers
Jason R. Lilly, CFA, CFP®
Vice President & Director of Portfolio Management
Brian R. Callow, CFA
Vice President & Director of Fixed Income
Douglas S. Butler, CFA, CFP®
Vice President & Director of Research
Damon Barglow, CFA
Vice President & Portfolio Manager
Paula M. Murphy
Vice President & Portfolio Manager
Gary J. Friedmann, CFA, CFP®
Vice President & Portfolio Manager
Matthew M. Roddy, CFA, CAIA, CTFA
Vice President & Portfolio Manager
Financial Planner
William Dion,CFP®
Vice President & Financial Planning Officer
Relationship
Managers
Wendy Barker
Senior Vice President & Senior Trust Officer
Kathleen W. Callahan, CTFA
Vice President
Marcia J. Clark, CTFA, EA
Vice President
Elizabeth Doering MacKenty, CSA, CFP®
Vice President
Suzanne M. Vargas, CTFA
Vice President
Barbara H. Whitman, CTFA
Vice President
Lorrie A. Leonard, CFP®
Vice President
Jeffrey C. Mead, CTFA
Trust Officer
Dawn M. Warner
Trust Officer
Financial Consultants
Jeffrey F. Smith, CFP®, CRPC
Senior Vice President
Gwen B. Dadoly, CIMC
Vice President
Susan Daileader, CFP®, CLTC
Vice President
Benjamin D. Halpern, CFP®
Vice President
Stephen Kearney, CFP®, CLTC, LUTCF
Vice President
Thomas J. Langway, CRPC
Vice President
William R. Mahoney, CFP®
Vice President
Kevin P. Mantville
Vice President
Jeffrey S. McManus
Vice President
Timothy W. Quill, AIF®
Vice President
James J. Quinlan, Jr., CRPC
Vice President
Andrew D. Quinn, CLU, CHFC®
Vice President
Lawrence S. Wagner, CFA, CFP®
Vice President
Retirement
Plan Services
Sean C. McGarry, AIF®
Vice President, Retirement Plan Services Manager
Lawrence M. Reale, AIF®
Vice President, Retirement Plan Services Manager
Operations
Todd H. Maddock, CSOP
Vice President
Bradley Sanders
Vice President, Compliance & Product Specialist