Rockland, Mass. (October 2, 2017) - Rockland Trust’s Investment Management Group today announced the addition of Rachael Aiken, CFP™ and Bonnie Loedel, Esq. to the Bank’s Cape Cod investment management team. Rachael was appointed as Vice President and Portfolio Manager and Bonnie was appointed as Vice President and Relationship Manager. Both are seasoned investment management professionals who previously were members of Cape Cod Five Cents Savings Bank’s Trust and Asset Management Team.
“We are thrilled to welcome Rachael and Bonnie to our team and to expand our investment management services for our Cape Cod clients,” said David B. Smith CFA, Managing Director and Chief Investment Officer for Rockland Trust’s Investment Management Group. “Their experience in working together to create meaningful relationships for the long-term will be an asset to individuals, families, and business owners on the Cape seeking investment management guidance and advice.”
With nearly 20 years of investment management experience, Rachael is a CERTIFIED FINANCIAL PLANNER™ practitioner. She will manage client portfolios, perform securities research, and serve on the Bank’s investment policy team. Previously she served as Vice President and Senior Investment Officer at Cape Cod Five. Prior to joining Cape Cod Five, she was a Financial Advisor in Merrill Lynch’s Private Client Group and a Senior Investment Officer at Cape Cod Bank & Trust. A graduate of Bucknell University, Rachael holds a Bachelor of Arts in Economics. She resides in Centerville with her husband and daughter.
Bonnie has been providing holistic wealth management services to individuals and families on Cape Cod since 1998. In her new role, she will be responsible for account administration and financial planning for personal account relationships, trusts, and estates. Prior to joining Rockland Trust, Bonnie served as Vice President and Chief Fiduciary Officer at Cape Cod Five. Previously, she was a Senior Wealth Advisor for TD Banknorth. Before joining TD Banknorth, she was a Senior Trust Officer as well as a Trust and Estate attorney. Bonnie received her Bachelor of Arts degree from Binghamton University where she graduated with honors. She also holds a Master’s degree from UCLA and a Juris Doctorate from Boston University’s School of Law. She resides in Harwich with her husband and two sons.
About the Investment Management Group
One of the largest independent investment advisers in Massachusetts, Rockland Trust’s Investment Management Group manages approximately $3.2 billion in assets and creates customized plans for individuals, municipalities, businesses and not for profit organizations through a full range of services including: Investment Management, Trust and Estate, Insurance, and Financial and Retirement Planning. The team is comprised of more than 50 experienced professionals at investment management offices from Boston to Cape Cod and Martha’s Vineyard, and in Providence, Rhode Island. The team consistently applies sound investment principles to minimize risk and maximize long-term results for clients in a dynamic investment landscape.
For individuals IMG takes a holistic approach to wealth management. Each client is assigned a team of three financial professionals, including a relationship manager, financial consultant, and a portfolio manager, who work collaboratively to develop a long-term financial strategy that extends beyond traditional money management.
About Rockland Trust
Independent Bank Corp. (NASDAQ Global Select Market: INDB) has approximately $8.0 billion in assets and is the holding company for Rockland Trust Company, a full-service commercial bank headquartered in Massachusetts. Named in 2016 to The Boston Globe’s “Top Places to Work” list for the eighth consecutive year, Rockland Trust offers a wide range of banking, investment, and insurance services. The Bank serves businesses and individuals through approximately 100 retail branches, commercial and residential lending centers, and investment management offices in eastern Massachusetts, including Greater Boston, the South Shore, the Cape and Islands, and Rhode Island. Rockland Trust also offers a full suite of mobile, online, and telephone banking services. The Company is an FDIC member and an Equal Housing Lender. To find out why Rockland Trust is the bank “Where Each Relationship Matters®”, please visit www.rocklandtrust.com.
Independent Bank Corp. (NASDAQ Global Select Market: INDB) has approximately $8.0 billion in assets and is the holding company for Rockland Trust Company, a full-service commercial bank headquartered in Massachusetts. Named in 2016 to The Boston Globe’s “Top Places to Work” list for the eighth consecutive year, Rockland Trust offers a wide range of banking, investment, and insurance services. The Bank serves businesses and individuals through approximately 100 retail branches, commercial and residential lending centers, and investment management offices in eastern Massachusetts, including Greater Boston, the South Shore, the Cape and Islands, and Rhode Island. Rockland Trust also offers a full suite of mobile, online, and telephone banking services. The Company is an FDIC member and an Equal Housing Lender. To find out why Rockland Trust is the bank “Where Each Relationship Matters®”, please visit www.rocklandtrust.com.
CFP™ and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
