Boston, Mass. (August 12, 2019) – Rockland Trust announced that James C. (Jay) Donnelly, Jr., was appointed Vice President and Commercial Financial Consultant for its Investment Management Group (IMG). In his new role, Jay provides investment management and retirement plan services to the Bank’s Commercial Lending clients in the Greater Boston communities and will draw from his extensive network of attorneys, accountants, and insurance professionals to deliver wealth management solutions.
“We’re thrilled to welcome Jay to our team and introduce his expertise to our Greater Boston Commercial Banking clients,” said Jeffrey Smith, CFP®, CRPC, Rockland Trust IMG Senior Vice President. “He has extensive experience both as a small business owner and investment management officer at several firms, which aligns well in understanding and meeting our clients’ unique needs.”
Jay received an MBA and a Bachelor of Science in Accounting from Boston College’s Carroll School of Management. He resides in Newton.