News & Events

The Investment Management Group designs and implements investment strategies to meet the specific needs of individuals and institutions, whether the need is for current income, capital preservation, or long-term growth.


Below is a sampling of recent news articles and television interviews featuring our investment management professionals.



August 2015

Matt Roddy, VP & Portfolio Manager discusses emerging markets worth allocating portfolio to on CNBC and Power Lunch.

August 2015

Matt Roddy, VP & Portfolio Manager comments on market volatility with anchor Brian Shactman on NECN.

August 2015

Jason Lilly, SVP & Director of Portfolio Management, comments on the market drop and personal finance on NECN.

July 2015

Rockland Trust is on Boston Business Journal's list: Largest Independent Investment Advisers in Mass.

July 2015

Jason Lilly, SVP & Director of Portfolio Management, joins NECN to discuss news in corporate earnings from Apple to Amazon . In addition, he gives his take on the historic number in jobless figures came out on Thursday.

July 2015

Matt Roddy, VP & Portfolio Manager comments on where to put your money amid market volatility and noisy global news, with Mark Travis, Intrepid Capital Management on CNBC’s Power Lunch .
Read his comments in the CNBC article, Power Play: Global Volatility.

June 2015

Jason Lilly, SVP & Director of Portfolio Management comments on the market on CNBC’s Power Lunch. Carl Icahn sounded the alarm on the market and high yield space. Jason Lilly, Rockland Trust, and Chris Bertelsen, Global Financial, discuss the warning.

June 2015

Matt Roddy, VP & Portfolio Manager comments on the market on CNBC’s Power Lunch . See his comments in the article Power Play: Why the Fed may delay rate hike .

June 2015

David Smith, Chief Investment Officer of Rockland Trust Investment Management Group, joins Morning Anchor Brian Shactman in a new personal finance segment on NECN.

May 2015

Sean McGarry, VP & Retirement Plan Services Manager, named to Financial Times' list of the Top 401 Retirement Advisers of 2015 .

May 2015

Jason Lilly, SVP & Director of Portfolio Management discusses how to make money in a sideways market on CNBC’s Power Lunch .

May 2015

Matt Roddy , VP & Portfolio Manager discusses the market on CNBC’s Power Lunch .

April 2015

Matt Roddy , VP & Portfolio Manager is interviewed by CNBC anchors Brian Sullivan and Melissa Lee discussing the GE Capital sale and buybacks.

January 2015

Rockland Trust CIO, David Smith, spoke with CNBC on how the stronger dollar and lower oil prices will affect the bottom line of American companies.

January 2015

Listen to David Smith, Sr. Vice President and Chief Investment Officer on " Bloomberg Radio's Taking Stock " as he discusses various topics including where David sees investment opportunities in 2015.

November 2014

Read Rockland Trust's November  2014 Market Watch .

November 2014

Read Rockland Trust's October 2014 Market Watch .

October 2014

Watch Matt Roddy, VP & Portfolio Manager, discuss global concerns on Wall Street with Fox 25.

September 2014

Read David Smith 's most recent Quarterly Investment Insights .

August 2014

Watch Rockland Trust's Doug Butler, VP & Director of Research, discuss how the upcoming changes to FICO score calculations could lead to more lending and better credit for some individuals.

August 2014

Watch Rockland Trust's Damon Barglow, VP & Portfolio Manager, discuss with Fox 25 if there is a reason for concern over recent market troubles.

August 2014

Watch Matt Roddy, VP & Portfolio Manager, appear on Fox 25 to discuss what's happening on Wall Street.

June 2014

Read " The 4 best ways to jump-start your retirement savings" and look for the quote about retirement by William Dion, VP & Financial Planning Officer in MarketWatch.

February 2014

Read "Savings Strategies for Good Financial Health" by Jason Lilly, VP & Direct of Portfolio Management in this month's issue of Healthy Living.

January 2014

Providence Business News ranks Rockland Trust Wealth Managers as number 10 in their 2014 list.

January 2014

Read "Five Questions with Gary J. Friedmann", VP and Porfolio Manager for Rockland Trust's Providence Group about the challenges for non-profits in Rhode Island in the Providence Business News.

January 2014

Read David Smith, SVP & Chief Investment Officer 's Quarterly Letter for Q4 2013.

November 2013

Listen to Matthew Roddy, VP & Portfolio Manager on CNBC's Tomorrow in :30 segment to discuss what to watch in the November 8th trading session.

November 2013

Read Matthew Roddy, VP & Portfolio Manager 's profile in Banker & Tradesman.

October 2013

Read David Smith, VP & Chief Investment Officer 's Third Quarter letter writing about the Federal debate as well as information capital gains tax will have moving forward.

October 2013

Damon Barglow, VP & Portfolio Manager was featured on CNBC's Tomorrow in :30 segment to discuss what to watch in the October 11th trading session. He stated that delays in government services are starting to have a significant impact on the economy.

August 2013

Watch Matt Roddy, VP & Portfolio Manager, discuss what to watch on with the current stock market on CNBC

August 2013

Watch David Smith, S VP & Chief Investment Officer discuss expectations for tomorrow's market with CNBC.

April 2013

Read David Smith, S VP & Chief Investment Officer's interview with CNN Money regarding the Bond Bubble

December 2012

Watch Jason Lilly, VP & Direct of Portfolio Management talk about where to invest amid continued uncertainty surrounding the "fiscal cliff"

December 2012

Watch David Smith, SVP & Chief Investment Officer talk about the Facebook IPO with Fox 25.

December 2011

David Smith, SVP & Chief Investment Officer, shares his perspective on the economy with CNBC.

September 2011

Watch David Smith, SVP & Chief Investment Officer, talk with Fox 25 about recent stock volatility .

August 2011

See David Smith, SVP & Chief Investment Officer, discuss what's next for the economy with Fox 25.

August 2011

Watch Jason Lilly, VP & Direct of Portfolio Management, discuss market fluctuations with Fox 25.

August 2011

Listen to  David Smith, SVP & Chief Investment Officer's podcast on Applying Institutional Principles in the Wealth Management Industry  from the CFA Institute.
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