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About Us

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, CFP®
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
Assistant Vice President

Dawn M. Warner
Trust Officer

Christopher M. Falzone
Vice President


Financial Consultants

Jeffrey F. Smith, CFP®, CRPC
Senior Vice President

Nancy K. Chisholm
Vice President

Susan Daileader, CFP®, CLTC
Vice President

Howard Greenstein
Vice President

Stephen Kearney, CFP®, CLTC, LUTCF
Vice President

David W. Kelson, Jr.
Vice President

Elizabeth Souza
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 O'Rourke
Vice President

Timothy W. Quill, AIF®
Vice President

Andrew D. Quinn, CLU, CHFC®
Vice President

David Reilly, CFP ®
Vice President

Lawrence S. Wagner, CFA, CFP®
Vice President

 

Retirement Plan Services

Sean C. McGarry, AIF®
Vice President, Retirement Planning Services Manager

Lawrence M. Reale, AIF®
Vice President, Retirement Planning Services Manager

 

Operations

 
Todd H. Maddock, CSOP
Vice President

Bradley Sanders
Vice President, Compliance & Product Specialist

 

Contact IMG:



1.800.826.6101


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