Rockland Trust Adds Christopher Falzone to Investment Management Group Team
Experienced Trusts and Estates Attorney to Build on Boston Presence
BOSTON, Mass (May 29, 2013) - Rockland Trust today announced Christopher Falzone, JD, LLM has joined its Investment Management Group (IMG) as Vice President and Relationship Manager. Serving the bank's recently expanded Greater Boston and Metro North footprint, Falzone will be responsible for account administration and financial planning for personal account relationships, trusts, and estates. He brings more than 10 years of trusts and estates experience to Rockland Trust.
"We are excited to add Christopher to the team during this exciting time for Rockland Trust and the Investment Management Group as we continue to build on our strong client base in Metro North and the Greater Boston area," said David B. Smith, CFA and Chief Investment Officer at Rockland Trust. "Christopher's unique background in law will make him an effective member of the team as we grow our Boston presence."
Prior to joining Rockland Trust, Falzone was a Director at the Boston law firm of Rackemann, Sawyer, and Brewster, where he specialized in trusts and estates law, sophisticated estate planning, charitable planning, and probate litigation matters. He has also served as executor and trustee while counseling professional fiduciaries in the administration of trusts and estates.
"It's a pleasure to join the experienced Investment Management Group at Rockland Trust," said Falzone. "I have worked in the legal field here in Boston for more than 10 years, and I am excited to use my trusts and estates law experience to assist families and individuals with their financial planning."
Falzone earned his J.D. from Suffolk University School of Law in 2002 and his LLM in taxation from Boston University School of Law in 2008. Previously, he graduated with a bachelor's degree in business administration from the Whittemore School of Business and Economics at the University of New Hampshire. Falzone, an Attleboro resident, is a member of the Massachusetts Bar, several bar associations, and the Boston Estate Planning Council.
About the Investment Management Group
With more than $2.3 billion in assets under management, Rockland Trust's Investment Management Group 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 who consistently apply sound investment principles to minimize risk and maximize long-term results for clients in a dynamic investment landscape. Rockland Trust has four Investment Management centers in: Attleboro; Hanover; Osterville; and Providence, Rhode Island. A fifth Investment Management office will be opened in Boston this year.
About Rockland Trust
With $5.7 billion in assets, Rockland Trust is a full-service commercial bank headquartered in Massachusetts which provides a wide range of consumer, business, investment, and insurance products and services. Named one of America's "Best Banks" by Forbes for three consecutive years and to the Boston Globe's "Globe 100" list of top-performing companies for the eighth consecutive year, Rockland Trust's network consists of nearly 80 retail branches, 10 commercial lending offices, four investment management, and three residential lending centers throughout Eastern Massachusetts and Rhode Island. To find out why Rockland Trust is the bank "Where Each Relationship Matters®", please visit www.RocklandTrust.com. Member FDIC. Equal Housing Lender.