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.


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March 2017

Doug Butler, SVP and Research Director, discusses “Man.vs. Machine” : The use of models and algorithms to pick stocks, not managers, and how it will impact the future of investing. on CNBC's Power Lunch 

February 2017

David Smith, Chief Investment Officer of our Investment Management Group, discusses the Money Market on Fox Business

February 2017

Matt Roddy, VP & Portfolio Manager, discusses whether investors should buy the same stocks as billionaires. Fox Business News

December 2016

Damon Barglow, VP & Portfolio Manager, discusses stock picks on CNBC's Nightly Business Report

November 2016

Damon Barglow, VP & Portfolio Manager, discusses the latest job report on NECN

November 2016

Matt Roddy, VP & Portfolio Manager, discusses the state of the markets and the stocks he believes are quality opportunities despite missing out on the post-election rally. Fox Business News

October 2016

David Smith, Chief Investment Officer, discusses the election, bonds and earnings with the Wall Street Journal.

September 2016

David Smith, Chief Investment Officer , has been quoted in an article with U.S.News about Why Warren Buffett Loves Buy-and-Hold Stocks

September 2016

Doug Butler, SVP and Research Director talks to NECN about the August jobs report .

August 2016

With stocks at all-time highs, is there still room for growth? Matt Roddy, VP & Portfolio Manager , discusses on CNBC's Power Lunch .

August 2016

Paula Murphy, VP \ Portfolio Manager, spoke to Banker & Tradesman about A New Focus on Finances as Women Gain Earning Power .