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Meet the Investment Team

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Contact: 800.826.6101





David B. Smith, CFA

Managing Director, Chief Investment Officer
Services Offered: Financial Planning, Portfolio Management, Financial Consulting, Chief Investment Officer, Retirement Plan Servicing
David Smith is the Chief Investment Officer and Senior Portfolio Manager at Rockland Trust and is responsible for the oversight and direction of the Investment Management Group. In this capacity, Mr. Smith is involved in performing research and setting investment policy, as well as managing client portfolios. He has worked in the investment management field since 1990. Prior to joining Rockland Trust, Mr. Smith was a founding partner, Senior Vice President and a Senior Portfolio Manager of Mellon Growth Advisors (MGA), a subsidiary of Mellon Financial Corporation where he was the lead portfolio manager for the MGA Small Cap Growth, MGA Small/Mid Cap Growth, and MGA Mid Cap Growth strategies. His experience also includes State Street Global Advisors (SSgA) where he led the US Small/Mid Cap Growth strategies in its Global Fundamental Strategies group, and managing director of real estate securities at the Tuckerman Group, a real estate subsidiary of SSgA. Mr. Smith holds a B.A. in Economics from the University of Massachusetts/Amherst and a M.S. in Finance from the Sawyer School of Management at Suffolk University. He is a CFA charterholder, a member of the CFA Institute, and the Boston Security Analysts Society. Mr. Smith serves on the SSgA Advisory Council, the Advisory Board for the Finance Programs at the Sawyer School of Management at Suffolk University, the South Shore Chamber Board and the Finance Committee of the Greater Boston Chamber of Commerce.

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Email: David
Location: Hanover, MA
Phone: 781.982.6778
Watch: Interviews & News
Connect on: LinkedIn




Rachael Aiken, CFP®

Vice President & Portfolio Manager
Services Offered:Portfolio Management
Rachael is responsible for managing client portfolios, performing securities research, and setting investment policy. Rachael has worked in the investment management field for nearly 20 years. Prior to working at Rockland Trust,  Rachael worked as Vice President and Senior Investment Officer at Cape Cod Five Trust & Asset Management group. Previously, Rachael also worked as a financial advisor with Merrill Lynch’s Private Client Group and as a Senior Investment Officer at Cape Cod Bank & Trust. Rachael has a Certified Financial Planner (CFP ®) designation and is a graduate of Bucknell University where she received her Bachelor’s degree in Economics. Rachael currently resides in Centerville, MA with her husband and daughter.

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Email: Rachael
Location: Osterville, MA
Phone: 508.957.1116
Fax: 508-732-7752


Wendy Barker

Senior Vice President & Senior Trust Officer
Services Offered: Relationship Management
Wendy Barker, as the Senior Trust Officer, manages the Client Service Team for Rockland Trust's Investment Management Group. This includes oversight of the trust administration, employee benefit, and estate settlement functions. She is also the Relationship Manager for client accounts in the Investment Management Group's Cape Cod office. Prior to joining Rockland Trust, Ms. Barker held the position of Vice President and Trust Administrative Officer for MNB Investment & Trust Group of The Milford National Bank, Milford, MA from 1995 to 2000 and with BayBank from 1988 to 1995. Ms. Barker's career also includes Trust Officer positions for State Street Bank and BankBoston. Ms. Barker is a graduate of the New England School of Banking at Williams College. She earned her B.A. degree from Elmira College in Elmira, New York and attended Trinity College, University of Dublin in Ireland. Ms. Barker is a member of the Norfolk and Plymouth Estate Planning Council and the Cape Cod Estate Planning Council.

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Email: Wendy
Location: Osterville, MA
Phone: 508.732.3371
Connect on: LinkedIn
 


Terry Becker, VP & Financial Planning Officer of IMG

Theresa Becker, CFP®

Vice President, Financial Planing Officer
Services Offered: Financial Planning
As a Financial Planning Officer, Terry’s primary responsibility is to deliver comprehensive financial plans to Investment Management Group clients. Prior to joining Rockland Trust, Terry was the Estate and Financial Planning Analyst for Fiduciary Trust Company. She is a Financial Planning Association member and a Certified Financial PlannerTM. A graduate of the Babson College Olin School of Management, Terry holds a Master’s degree in Business Administration. She also holds a Bachelor of Science degree in Business Education from Bryant University. Terry resides in Mansfield, MA with her husband and two daughters.

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Email: Terry
Location: Franklin, MA
Phone: 781.982.6867
 


Edouard "Beau" Begin

Vice President & Financial Consultant
Services Offered: Financial Consulting
Beau is responsible for developing fiduciary, investment management, and retirement plan business on Martha’s Vineyard. Also involved in the Island’s residential construction industry, Beau holds his Massachusetts Unrestricted Construction Supervisor License. Active in the community, Beau sits on the Board of the Martha’s Vineyard Shellfish Group and is also a member of the Martha’s Vineyard Bass and Bluefish Derby Committee. Beau holds a Bachelor’s of Science degree in Finance from Bridgewater State University, Master’s of Science in Finance from Boston College, FINRA Series 7 & 66 licenses, an Unrestricted Construction Supervisor’s License, and a USCG 50 Ton Captain’s License. He and his family live in Tisbury.

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Email: Beau
Location: Edgartown, MA
Phone: 508.957.1115
E-fax: 508.732.7936



Douglas S. Butler, CFA, CFP®

Senior Vice President and Director of Research
Services Offered: Portfolio Management
Doug Butler has worked in the investment management business since 1991. As the Director of Research, he is responsible for the equity research process and manages the research analyst team. Doug is also responsible for developing asset allocation models, selecting external investment managers, and developing new investment products. Prior to coming to Rockland Trust, Doug had a consulting business, specializing in mergers and acquisitions consulting for private manufacturing firms in the Chicago area. Prior to starting his own business, he worked for Sanford C. Bernstein as an Equity Portfolio Manager in their International Investment Management group. Doug is a CFA charterholder and has also received his designation as a Certified Financial Planner™. He is a member of the CFA Institute, the Boston Security Analysts Society, and the Williams Club. He also serves on the Finance Committee for the Town of Wakefield. Doug is a graduate of Trinity College.

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Email: Doug
Location: Boston, MA
Phone: 781.982.6593
Watch: Interviews & News
Connect on: LinkedIn



Kathleen Callahan, CTFA

First Vice President and Senior Fiduciary Officer
Services Offered: Relationship Management
Kathleen Callahan has over twenty years of experience in trust administration, estate planning and new business development, and oversees personal account relationships for Rockland Trust's Investment Management Group. Prior to joining Rockland Trust in 2000, Ms. Callahan was a Relationship Manager and Vice President at the Fleet Private Clients Group in Boston and Hartford, Connecticut. Ms. Callahan is a cum laude graduate of Saint Joseph College and a graduate of the New England School of Banking at Williams College and the National Graduate Trust School at Northwestern University. She is a Certified Trust and Financial Advisor and a member of the Boston Estate Planning Council.

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Email: Kathleen
Location: Hanover, MA
Phone: 781.982.6777
Connect on: LinkedIn



Brian R. Callow, CFA

Senior Vice President and Director of Fixed Income
Services Offered: Portfolio Management
Brian Callow has worked in the investment management industry since 1992. As a portfolio manager, Brian is responsible for managing client portfolios, performing asset allocation, securities analysis, and setting investment policy. Brian is also the Director of Fixed Income and is responsible for fixed income research, trading, quantitative analysis, and external manager selection for the fixed income sectors. Prior to joining Rockland Trust, Brian was a Vice President with Income Research & Management (IR&M), where he held the position of Senior Fixed Income Analyst. He was head of quantitative analysis and co-managed the convertible bond portfolios. Brian holds a B.A. in Finance from Florida State University and is a cum laude graduate of Babson College's Olin School of Business MBA program. He is a CFA charterholder and is a member of the CFA Institute and the Boston Security Analyst Society.

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Email: Brian
Location: Hanover, MA
Phone: 781.982.6460
Connect on: LinkedIn



Nancy K. Chisholm

Vice President and Financial Consultant
Services Offered: Financial Consulting
Nancy brings over 30 years of experience in investment management to Rockland Trust. Prior to joining Rockland Trust, Nancy was the Director of Business Development with The Colony Group. In this role she worked with high net worth clients providing guidance and direction on their investment portfolios. Prior to 2010 Nancy had a successful 27 year career at Fidelity Investments, working in both the Retail and Institutional Marketing organizations. Nancy has achieved Chartered Retirement Planning Counselor designation from the College for Financial Planning and is FINRA Series 65 licensed. She is involved with Compass Working Capital, an organization that provides incentive-based savings and financial coaching programs to low-income families. She also volunteers with Horizons for Homeless Children. She is a graduate of Northeastern University and resides in Milton, MA with her family.

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Email: Nancy
Location: Boston, MA
Phone: 617.737.8059
Connect on: LinkedIn
 


Peter Costa of Rockland Trust's Investment Management Group's headshot

Peter Costa

Director of Holistic Wealth Management
Services Offered: Financial Consulting
In his role as Director of Holistic Wealth Management, Peter’s primary responsibility is to develop a strategic plan to expand Rockland Trust’s existing investment product and service offerings. Previously he served as Vice President of Commercial Lending in Rockland Trust’s Providence office. Prior to joining Rockland Trust, Peter was Senior Vice President and Senior Client Manager for Bank of America’s Global Commercial Banking division. Earlier in his career, he also launched One Trust & Private Bank at Bank of Rhode Island, which provided specialized deposit and credit products to high net worth individuals. A graduate of the University of North Carolina, Peter holds a Bachelor of Science degree in Industrial Relations/Economics. He also holds a Masters of Public Policy degree from Georgetown University. Peter resides in Barrington, Rhode Island.

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Email: Peter
Location: Providence, RI
Phone: 781.982.6195
Connect on: LinkedIn
 


Annette M. Crowley, CRPC®, LUTCF®

Vice President, Financial Consultant
Services Offered: Financial Consulting
Annette brings over 20 years of experience within many aspects of the financial services industry. Annette customizes and tailors specific wealth management strategies with the goal to preserve her clients’ financial future and personal needs. Annette provides her clients with access to specialized experts to surround her clients with the right people with the right skill sets at the right time to make sound financial decisions. Prior to joining Rockland Trust, Annette worked as a Wealth Manager for US Wealth Management Cape Cod as well as a Financial Consultant with Citizens Investment Services. Annette attended Burdett College and is currently holds Life, Accident, and Health Insurance licenses as well as FINRA series 6, 7, 24, 63, and 65 with LPL Financial. Annette resides in the Cape Cod community with her husband and two sons.

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Email: Annette
Location: Osterville MA
Phone: 508.957.1199
Connect on: LinkedIn



Susan Daileader, CFTA, CFP®, CLTC

Vice President, Financial Consultant
Services Offered: Financial Consulting
Susan Daileader is a Vice President and Financial Consultant with Rockland Trust’s Investment Management Group, and is responsible for business development in Plymouth County. Susan began her career in financial services in 1983 at Bank of Boston and has also worked for Shawmut, Fleet, and Columbia Funds Management, holding positions in relationship management, product development, and marketing. Susan has a B.A. from the University of Vermont, the designation of Certified Financial Planner™, and holds a Certification in Long-Term Care (CLTC). She also holds the Series 7 and 63 securities licenses. Susan is a former member of the Board of Directors of Friendship Home, Inc., a not-for-profit serving adults with developmental disabilities. She is also a founding board member of empowerHer Inc., a non-profit that provides mentoring and other services to girls who have lost their mother at a young age. Currently, Susan serves on the Executive Committee and is the immediate past President for the Norfolk/Plymouth County Estate Planning Council, and most recently joined the Development Committee for the Duxbury Beach Reservation.

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Email: Susan
Location: Braintree, MA
Phone: 781.982.6825
Connect on: LinkedIn



Susan Dewsnap, CFP®, CDFA™

Vice President, Relationship Manager
Services Offered: Relationship Management
Susan Dewsnap is a Certified Financial Planner® and Certified Divorce Financial Analyst™ with over 25 years of financial experience. Susan’s responsibilities include account administration and financial planning for personal account relationships for the Investment Management Group in Providence. Prior to joining Rockland Trust, she was Senior Vice President at Wealth Management Resources, Inc. and owner of Equitable Divorce Solutions, LLC. Susan obtained her M.B.A. from Bentley University and her B.B.A. from the University of Massachusetts at Amherst. She most recently obtained a certificate in personal financial planning from Bryant University. She is a member of the Financial Planning Association of Rhode Island, the Massachusetts Bar Association and and the Chair of the Franklin Massachusetts Finance Committee

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Email: Susan
Location: Providence, RI
Phone: 508.732.3331



Elizabeth Doering MacKenty, CFP®

Vice President and Financial Consultant
Services Offered: Financial Consulting
Lisa MacKenty is a former Certified Financial Planner™ and former Certified Senior Advisor. A graduate of Hartwick College and the National Graduate Trust School at Northwestern University, she began her career in trust administration at Bank of Boston, subsequently joining Old Stone Trust Company and Citizens Bank. Prior to working at Rockland Trust, Mrs. MacKenty served as Executive Vice President of O’Connell Investment Services, which was acquired by Rockland Trust in November 2007. She is a current trustee of the Martha’s Vineyard Preservation Trust, and is the former Treasurer and current Trustee of the Edgartown Yacht Club in Edgartown, MA. Lisa resides in Edgartown.

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Email: Lisa
Location: Edgartown, MA
Phone: 401.533.8844
Connect on: LinkedIn



Becky Dowd

Vice President and Financial Consultant
Services Offered: Financial Consulting
Services Offered Financial Consultant
Becky Dowd is responsible for business development for the Investment Management Group, offering a full range of investment, insurance and advisory services throughout Cape Cod. Becky previously held the position of Director of Business Development at the Bank of Cape Cod. She is also on the Financial Development and Gala Committee for the Friendship Home, and is active in several community and business organizations including the Marshfield Boys & Girls Club and the Marshfield Food Pantry. Becky received her Bachelor of Science in Business Administration from the University of Wisconsin. Becky currently resides in Marshfield with her husband and three children.

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Email: Becky 
Location: Hyannis, MA
Phone: 508.732.3374
Connect on: LinkedIn



Maryanne Duca, CTFA

Vice President and Relationship Manager
Services Offered: Relationship Management
Maryanne Duca is a Relationship Manager for the Investment Management Group in Boston. She is responsible for account administration and financial planning for personal account relationships, trusts and estates. Maryanne brings over 25 years of financial services experience. Prior to Joining Rockland Trust, she was a Director and Senior Trust Officer at Fidelity Investments. Previously, she was a Vice President at Eastern Bank’s Wealth Management division. Maryanne is a Certified Trust and Financial Advisor, has her certificate in financial planning from Boston University’s Center for Professional Development and holds FINRA series 7, 63 and 65 licenses. She graduated with a bachelor’s degree in business administration from the Whittemore School of Business and Economics at the University of New Hampshire. Maryanne lives in Andover, MA. >

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Email: Maryanne
Location: Boston, MA
Phone: 508.732.3862
Connect on: LinkedIn



Karl Farmer, CFA

Vice President and Portfolio Manager
Services Offered: Portfolio Management
Karl Farmer, CFA joins Rockland Trust Investment Management Group as Vice President and Portfolio Manager with 20 years’ investment management experience. Karl is responsible for managing client portfolios, performing securities research, and setting investment policy. Prior to joining Rockland Trust, Karl was a Portfolio Manager for Wells Fargo and prior to that, he was a Portfolio Manager for BBVA Compass. Karl is a Chartered Financial Analyst (CFA) and has an MBA in Finance from the Wharton School at the University of Pennsylvania. Karl currently resides in Newton with this wife and two sons. >

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Email: Karl
Location: Hanover, MA
Phone: 718.982.6824



Kevin Flaherty

Vice President and Retirement Plan Services Manager
Services Offered: Retirement Plan Management
Kevin Flaherty is responsible for client service of pension and retirement plan business. Before joining Rockland Trust, Kevin worked as a Senior Client Executive for Transamerica Retirement Solutions and was responsible for over 70 client relationships throughout the Northeast. Prior to his career with Transamerica, Kevin worked as an Operations Manager for Putnam Investments in the Institutional and Advisor operations areas. Prior to Putnam Investments, Kevin worked as a sales rep for MetLife. He is a graduate of Wentworth Institute of Technology and holds a B.S. in Management Science. He has twenty two years of experience within the Defined Contribution and Defined Benefit marketplace and possesses FINRA Series 6 and 63 designations.

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Email:  Kevin
Location: Somerset, MA
Phone: 781.982.6783
Connect on: LinkedIn



Gary J. Friedmann, CFA, CFP®

Vice President and Portfolio Manager
Services Offered: Portfolio Management
Gary Friedmann joined our team with over 25 years of investment management experience. Prior to joining Rockland Trust, Mr. Friedmann was a Director of Investments at Washington Trust Investors, where he was responsible for the management of investment portfolios for high-net worth individuals and charitable fund accounts. In addition, Mr. Friedmann was a member of the Washington Trust Investors Investment Committee, which was responsible for setting investment policy for client portfolios as well as the management of the firm's core equity model. Prior to joining Washington Trust, he was a Vice President and Portfolio Manager at Fleet Investment Advisors in Providence, Rhode Island. Gary graduated from the State University of New York at Albany with a Bachelor of Science degree in business administration with a concentration in finance. He is a CFA charterholder and has also received his designation as a Certified Financial Planner™. Mr. Friedmann also holds a Certificate in Investment Performance Measurement. Gary sits on the boards of the Boys & Girls Clubs of Providence, the Fund for UCAP, the Providence Society of Financial Analysts, and North Kingstown Youth Lacrosse.

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Email: Gary
Location: Providence, RI
Phone: 508.732.3337
Watch: Interviews & News
Connect on: LinkedIn

Mary Friel, Vice President Relationship Manager of IMG

Mary Friel, Esq., CFTA

Vice President Relationship Manager
Services Offered: Relationship Management
Mary has over 21 years of experience in the financial services industry. Mary is a Vice President and Relationship Manager and belongs to our Administrative Management Team in our Franklin office. Mary brings to us a deep understanding of fiduciary relationships and will provide a high level of service to our clients with their wealth management needs. Prior to joining Rockland Trust, she was a Senior Trust Officer and Senior Vice President with US Trust, Bank of America Private Wealth Management. Mary holds a law degree from Suffolk University Law School and received a Bachelor of Science in Business Administration from Northeastern University. In addition, she holds the professional Certified Trust and Financial Advisory (CTFA) designation.

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Email: Mary
Location: Franklin, MA
Phone: 781.982.6671


Jack Gates

Vice President, Wealth Insurance Advisor
Services Offered: Advanced Planning and Wealth Insurance Advising
Jack Gates serves as a Wealth Insurance Advisor for Rockland Trust Company, providing Advanced Planning Strategies and Insurance Advisory Services for high net worth clients, corporate executives, multi-generational families, and business owners. Jack focuses on areas such as, Estate and Legacy Planning, Business Succession Planning, Buy/Sell Agreements, Charitable and Family Gifting, Executive Benefits, and Supplemental Retirement Planning. With over 29 years of experience in the financial services industry, Jack has been providing financial advisors, family offices, CPAs, attorneys, and banks innovative solutions to the complex needs of their affluent families and business owner clients. His unique background combines his experiences working with Northwestern Mutual Life for 16 years as an agent and “player coach,” both managing agents and personally producing; 7 years as founder of P&C LifePlans, Inc., an independent insurance brokerage firm; and most recently with Highland Capital Brokerage, working with institutional financial advisors and their key accounts to create tailored wealth transfer and estate liquidity programs. Jack lives in Scituate, Massachusetts, with his wife, Lisa, and their four children, Owen, Julia, Harry, and Henry. Jack enjoys being involved in his community, having been past President of Little League, selected to the Scituate Economic Development Commission, a member of School Council, and a youth sports coach.

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Email: Jack
Location: Hanover, MA
Phone: 781.982.6487


Howard Greenstein

Vice President and Financial Consultant
Services Offered: Financial Consulting
Howard Greenstein is a Vice President and Financial Consultant with Rockland Trust's Financial Services offering a full range of investment and insurance services. He maintains an office in Middleboro and is responsible for business development in Middleboro, Carver and Plymouth. Howard has 35 years of service in the financial services field and worked for John Hancock Financial Services for 23 years, and both Eastern and Sovereign Bank. Howard currently resides in Plymouth.

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Email:  Howard
Location: Plymouth, MA
Phone: 508.946.8427

Donald M. Hause

Vice President and Financial Consultant
Services Offered: Financial Consulting
Don brings over 30 years of experience to Rockland Trust including commercial real estate brokerage, debt and equity financing, real estate investment management, and general business consulting. Throughout his career, he has consulted with hundreds of businesses in the technology, life science, manufacturing and professional services sectors, and has gained extensive experience assisting business owners and implementing legacy plans for family trusts. Don is involved with several non-profit organizations including The Mass General Hospital Cancer Center and Catholic Charities North. He was also a member of Governor Baker’s Campaign Finance Committee and a long-standing member of the Swampscott Zoning Board of Appeals. Don currently resides in Swampscott with his wife and three children where he coaches youth lacrosse and serves as a Selectman.

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Email: Don
Location: Boston, MA
Phone: 617.737.8124
Connect on: LinkedIn

Barbara G. Howard

Senior Vice President and Director of Relationship Management
Services Offered: Relationship Management
Barbara Howard has been with Rockland Trust since 1978 and joined the Investment Management Group in 1992 with the merger of Middleborough Trust Company. Barbara is a Relationship Manager and oversees the administration of institutional and municipal account relationships. She is a designated Certified Trust and Financial Advisor and a graduate of Cannon Financial Institute Trust Investment and Trust Administration Programs. Barbara serves as a member of the board for the Stacey Ann LeRoy Foundation.

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Email: Barbara
Location: Hanover, MA
Phone: 781.982.6776


Stephen Kearney, CFP®, CLTC, LUTCF

Vice President and Financial Consultant
Services Offered: Financial Consulting
Stephen Kearney is a Vice President and Financial Consultant with Rockland Trust’s Investment Management Group. He maintains an office in Rockland and is responsible for business development in the communities of Brockton, Norwell, Rockland, and surrounding. Mr. Kearney began his career in financial services in 1989 and has worked for Prudential, Cambridgeport Bank and Citizens Bank. He earned his B.S. in Marketing and B.A. in Management at Bentley College. Mr. Kearney is a Lieutenant Colonel in the U.S. Army Reserve and has served for 24 years. He completed a 14 month deployment in Kuwait and Iraq in December 2005. He has many NASD licenses including 7, 24, and 65, as well as a Massachusetts Life, Accident, and Health license.

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Email: Stephen
Location: Rockland, MA
Phone: 781.982.6364




Sean Kelly, CFP®

Vice President and Portfolio Manager
Services Offered: Portfolio Management
Sean Kelly is responsible for managing client portfolios, performing securities research and setting investment policy. Sean has worked in the financial industry as an investment professional for the past 20 years. Prior to working at Rockland Trust Company and Rockland Trust Financial Services, Sean worked as an Investment Coordinator at the Kaleel Company, Inc. Previously, Sean also worked for Deutsche Bank Securities, Inc. Sean has designation as a Certified Financial Planner (CFP®). He has his securities registration Series 7, 63 and 65 held through LPL Financial as well as his insurance license. Sean received his Bachelor’s degree in Psychology from Amherst College and now resides in Plymouth, MA with his wife and three children.

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Email: Sean
Location: Osterville, MA
Phone: 508.732.3373



Thomas J. Langway, CRPC

Vice President and Financial Consultant
Services Offered: Financial Consulting
Tom Langway is a Vice President and Financial Consultant with Rockland Trust's Financial Services. He maintains an office in Orleans and is responsible for business development in the Lower and Middle Cape areas. Tom has been in the financial services industry since 1997, first with Prudential Financial and then Cape Cod Bank & Trust/ TD Banknorth. He earned a B.S. from SUNY at Stony Brook and is currently an enrolled candidate for his Certified Financial Planner™ (CFP®) designation. He holds FINRA registrations including 6, 7, 63, 65, and 66 with LPL Financial, as well as a Massachusetts Life, Accident, and Health license. He resides on Cape Cod with his wife and three daughters.

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Email: Tom
Location: Orleans, MA
Phone: 508.946.8309

Bonnie Loedel, Esq.

First Vice President & Senior Fiduciary Officer
Services Offered: Relationship Management
Bonnie oversees personal account relationships for the Investment Management Group in Osterville. Bonnie has worked in the investment management field for nearly 20 years. Prior to working at Rockland Trust, Bonnie worked as Vice President and Chief Fiduciary Officer at Cape Cod Five Trust & Asset Management group. Previously, Bonnie worked as a Wealth Advisor with a leading Wealth Management Group. She also served as a Senior Trust Officer and as a Trust and Estate attorney. Bonnie is an honor's graduate of Binghamton University and earned her Master’s Degree from U.C.L.A. She later earned her Juris Doctorate from Boston University’s School of Law. Bonnie is a member of the Estate Planning Council of Cape Cod and a member of the Massachusetts Bar Association. She also serves on the Board of Directors at Duffy Health Center in Hyannis. Bonnie currently resides in Harwich with her husband and two sons.

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Email: Bonnie
Location: Osterville, MA
Phone: 508.957.1114
Fax: 508.830.4757
Connect on: LinkedIn



Lorrie A. Leonard, CFP®

Vice President and Relationship Manager
Services Offered: Relationship Management
Lorrie Leonard oversees the personal account relationships for the Investment Management Group in Osterville. Lorrie's experience in wealth management began in 1984. Prior to joining Rockland Trust, Lorrie was Wealth Advisor and Vice President for TD Banknorth on Cape Cod and a Vice President with Merrill Lynch. Her career also includes 11 years with the Private Bank of BankBoston. She holds a B.S. in Economics from the University of Massachusetts, is a graduate of the New England School of Banking Trust Program at Williams College, and has received the designation of Certified Financial Planner™. She is a member of the Estate Planning Council of Cape Cod, the Planned Giving Council of Cape Cod, and the Financial Planning Association.

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Email:  Lorrie
Location: Osterville, MA
Phone: 508.732.3369
Connect on: LinkedIn


Todd H. Maddock, CSOP

Vice President, Operations
Services Offered: Investment Operations
Todd Maddock's experience within the financial services industry began in 1977, specializing in investment and trust operations. Prior to joining Rockland Trust, Todd held the position of Vice President of Operations for the F. L. Putnam Investment Management Co. in Newton, and the same position with the Milford National Bank. Mr. Maddock's career also includes a variety of operations management positions within the Private Bank Group at Bank Boston. Todd is a Certified Securities Operations Professional, a graduate of the New England School of Banking at Williams College, and of the Cannon Financial Institute's Securities Operations School. He holds a bachelor's degree from Ohio Wesleyan University.

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Email: Todd
Location: Hanover, MA
Phone: 781.982.6751
Connect on: LinkedIn


William Mahoney, CFP®

Vice President and Financial Consultant
Services Offered: Financial Consulting
Bill Mahoney is a Vice President and Financial Consultant with Rockland Trust Financial Services and is responsible for developing and maintaining investment management, retirement plan and insurance business throughout the Metro West region and Providence. He returns to Rockland Trust after working as a Wealth Management Advisor with TIAA’s Individual Advisory Service which serves the firm’s high net worth individuals and families. Bill maintains offices in Franklin and Providence. He has been in the financial planning industry for twenty years and has held trust officer, business development, and financial advisory positions with American Express, TIAA and Rockland Trust. He received his B.A. from the University of Notre Dame and Masters from Harvard University. In addition to his Massachusetts and Rhode Island Life and Health Insurance licenses, Mr. Mahoney is a CERTIFIED FINANCIAL PLANNER™ practitioner. He also holds FINRA’s Series 7, 63 and 65 registrations with LPL Financial.

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Email: Bill
Location: Franklin, MA
Phone: 781.982.6523



Kevin P. Mantville

Vice President and Financial Consultant
Services Offered: Financial Consulting
Kevin Mantville is a Vice President and Financial Consultant with Rockland Trust Financial Services. He is responsible for business development in the surrounding coastal communities, maintaining an office in Hingham. Mr. Mantville began his career in financial services in 1999 at Deloitte & Touche© LLP in Boston. Prior to joining Rockland Trust, he was with Merrill Lynch as a Financial Advisor. He earned his B.A. in Economics at Boston University and performed graduate studies at Northeastern University and Suffolk University earning a Graduate Degree in Professional Accounting. Mr. Mantville is an active member of the South Shore Chamber of Commerce, Quincy Chamber of Commerce, Quincy Rotary Club, and the Rock-o Mantville Foundation. He is a current Board Member of the Neighborhood Club of Quincy. Mr. Mantville holds FINRA registrations including 7, and 66 with LPL Financial, as well as a Massachusetts Life, Accident, and Health license.

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Email: Kevin
Location: Hingham, MA
Phone: 781.982.6312



Sean C. McGarry, AIF®

Vice President, Retirement Plan Services Manager
Services Offered: Retirement Plan Management
Sean McGarry is responsible for client service and management of all pension and retirement plan engagements. Before joining Rockland Trust, Sean worked for a regional Third Party Administrator (TPA) and was responsible for both sales and relationship management. Prior to his consulting experience as a TPA, Sean has worked as a wholesaler for several large insurance companies within their retirement departments. He is a graduate of Union College (B.A., Economics) in Schenectady, NY. Sean has also earned his Accredited Investment Fiduciary® (AIF®) designation from the Center of Fiduciary Studies, which is affiliated with the University of Pittsburg.

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Email:  Sean
Location: Somerset, MA
Phone: 781.982.6594
Connect on: LinkedIn



Gregory McLean

Vice President and Financial Consultant
Services Offered: Financial Consulting
Gregory McLean is a Vice President and Financial Consultant with Rockland Trust Financial Services. Greg focuses on meeting the wealth management needs of individuals, families, businesses and non-profits in the Metro North area. His mission is to build long-term relationships by taking the time to listen and understand each client’s goals, dreams and concerns and develop a customized financial security plan tailored to their specific needs. “It’s extremely rewarding to provide clarity, simplicity and organization to my clients financial lives based on respect, trust and professionalism.” Greg holds FINRA Series 6, 7, 63, and 65 registrations with LPL Financial, as well as Massachusetts Life Insurance. Prior to joining Rockland Trust, Greg was a Regional Vice President with Advisors Asset Management as well as a financial advisor with both Merrill Lynch and Morgan Stanley Wealth Management. Greg also worked as a Senior Investment Specialist with John Hancock Financial Services. Greg received his B.A. in Psychology from Saint Michael’s College, is a member of the Financial Planning Association and currently sits on the Board of Directors for the Melrose Alliance Against Violence. Greg resides in Melrose with his wife and two sons where he coaches both hockey and baseball.

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Email:  Gregory
Location: Somerville, MA
Phone: 508.732.3399


Michael McManus, CFA, CFP®

Assistant Vice President and Portfolio Manager
Services Offered: Portfolio Management
Michael C. McManus, joined Rockland Trust in 2015 as Assistant Vice President and Portfolio Manager. Michael is responsible for managing client portfolios, performing securities research, and setting investment policy. Prior to joining Rockland Trust, Michael was an Adviser for the Alpha Pension Group and New York Life. Previously, he worked as a financial adviser for LPL Financial and as a Vice President in the Treasury division with Commerzbank AG in New York and London. Michael is a CFA Charterholder (CFA) and has also received his designation as a Certified Financial Planner (CFP ®). He is a member of the CFA Institute and the Boston Security Analyst Society and has received his B.S. in Finance from St. John's University and M.S. in Finance from Baruch College. Services Offered Financial Planner, Portfolio Manager, Financial Consultant, Chief Investment Officer, Retirement Plan Services.   .

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Email:  Michael
Location: Hanover, MA
Phone: 781.982.6864
Connect on: LinkedIn

Jeffrey C. Mead, CTFA

Assistant Vice President and Relationship Manager
Services Offered: Relationship Management
Jeffrey Mead joined Rockland Trust Company in 1997 and is responsible for the administration of account relationships for individuals, trusts, and institutions for the Investment Management Group. Mr. Mead holds degrees from Oberlin College and Conservatory of Music, and is an honors graduate of the Cannon Financial Institute's Trust School, earning the designation of Certified Trust & Financial Advisor. He serves as the Treasurer of the Old West Organ Society in Boston and as the organist of the First Congregational Church in Winchester. Mr. Mead is a member of the Norfolk & Plymouth County Estate Planning Council.

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Email:  Jeffrey
Location: Hanover, MA
Phone: 781.982.6764
Connect on: LinkedIn




Paula M. Murphy

First Vice President and Director of Portfolio Management
Services Offered: Portfolio Management
Paula Murphy is a Portfolio Manager responsible for managing client portfolios, performing securities research, and setting investment policy. Prior to joining Rockland Trust, she was a Portfolio Manager and Vice President at Bank of America in Providence where she managed investment portfolios for high net-worth individuals. Ms. Murphy has been in the investment field since 1988. She holds a B.S. in Finance from Providence College and an M.B.A from Bryant University. Ms. Murphy is a member of the Providence Society of Financial Analysts.

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Email:  Paula
Location: Franklin, MA
Phone: 781.982.6563
Connect on: LinkedIn



Timothy O'Rourke

Vice President and Financial Consultant
Services Offered: Financial Consulting
Tim O'Rourke is a Vice President and Financial Consultant with Rockland Trust Financial Services, serving the wealth management and investment needs of clients in the communities of Franklin, Bellingham, Milford, Medfield, Foxborough and Attleboro from his office in Franklin. Prior to joining Rockland Trust Financial Services, Mr. O'Rourke spent 18 years with Fidelity Investments in a variety of roles supporting both retail and institutional clients, most recently as a Relationship Manager overseeing that organization's relationships with third-party mutual fund asset managers. Mr. O'Rourke earned his B.A. from the University of New Hampshire and is licensed with FINRA, holding Series 6, 7 and 63 registrations with LPL Financial. Tim currently resides in Franklin with his wife and three children.

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Email:  Tim
Location: Franklin, MA
Phone: 781.982.6123



Timothy W. Quill, AIF®

Vice President and Financial Consultant
Services Offered: Financial Consulting
Tim Quill is a Vice President and Financial Consultant with Rockland Trust Financial Services, offering a full range of investment and insurance services in the Plymouth, Falmouth, and Upper-Cape region. Tim began his career in financial services in 1996 at John Hancock Signature Services in Boston. He had worked at Fidelity Investments since 1998 most recently as an Institutional Relationship Manager. He earned his B.A. from Stonehill College and is licensed with FINRA, holding the Series 7, 24 and 63, as well as the Massachusetts Life, Accident and Health license. Tim has also earned his Accredited Investment Fiduciary™ (AIF®) designation from the Center of Fiduciary Studies, which is affiliated with the University of Pittsburg.

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Email:  Tim
Location: Falmouth, MA
Phone: 508.732.3363
Connect on: LinkedIn



Andrew D. Quinn, CLU, CHFC®

Vice President and Financial Consultant
Services Offered: Financial Consulting
Andy Quinn is a Vice President with the Rockland Trust Financial Services offering a full range of investment and insurance services. Mr. Quinn's office is located in Somerset, MA and he works with clients in the Southeastern Massachusetts and Rhode Island areas. Prior to joining Rockland Trust, Mr. Quinn was a financial consultant with Linsco/Private Ledger, Banc of America Investment Services, and an insurance agent and registered representative with New York Life. He has been in the financial services industry since 1989. He holds a B.A. degree from Stonehill College and received his Chartered Life Underwriter and Chartered Financial Consultant designations from The American College and holds FINRA registrations including 6, 7, 63 and 65 with LPL Financial, as well as the Massachusetts Life, Accident and Health license.

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Email:  Andy
Location: Somerset, MA
Phone: 781.982.6899


Matthew M. Roddy, CFA, CAIA, CTFA

Vice President and Portfolio Manager
Services Offered: Portfolio Management
Matthew Roddy joined Rockland Trust in 2013 as Vice President and Portfolio Manager. Matthew is responsible for managing client portfolios, performing securities research, and setting investment policy. Matthew will also be responsible for establishing and growing Rockland Trust's Boston investment office. Matthew has worked in the financial industry as an investment professional in Boston for the past 15 years. Before joining Rockland Trust, Matthew was a Senior Vice President, Market Investment Director and Portfolio Manager with US Trust, Bank of America Private Wealth Management. In this role he led a team of fifteen professionals managing $1.6 billion in assets for high net-worth families and smaller institutions. Prior to Joining US Trust in 2005 Matthew had a successful 8 year career as a Financial Consultant with Charles Schwab, Co. and Salomon Smith Barney. Early in his career Matthew managed an accounting department for a transportation firm before entering the financial services industry. Matthew is a CFA Charterholder (CFA), Chartered Alternative Investment Analyst (CAIA), Certified Trust and Financial Advisor (CTFA), a graduate of the American Bankers Association Graduate Trust School at Emory University and is a member of the Boston Security Analyst Society (BSAS). Matthew graduated from Providence College with a Bachelor of Science Degree in Health Policy and Management and is an active member in the Boston Alumni Society. .

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Email:  Matt
Location: Boston, MA
Phone: 617.737.1290
Watch: Interviews & News
Connect on: LinkedIn



Bradley Sanders

Vice President, Compliance and Product Specialist
Services Offered: Investment Compliance and Product Operations
Brad Sanders is Vice President of Compliance and Products Specialist for Rockland Trust Financial Services, responsible for the supervision of all insurance and investment transactions. He began his career with Scudder Investments in 1998 as a Senior Investment Specialist. His role at Scudder focused on their preferred client management group and the education and development of new hires. Mr. Sanders has spent the eight years as an Operations Manager for CCO Investment Services Corp. responsible for the principal review of all transactions. He headed the development and implementation of an electronic workflow system and recently created and managed a financial consultant phone center, assisting the financial consultants with all questions relating to compliance, regulatory, procedural, and paperwork requirements. He is a 1993 graduate of Emerson College with a B.S. in Mass Communications. Mr. Sanders holds FINRA registrations including 7, 24, 53, and 63 with LPL Financial, as well as a Massachusetts Life, Accident and Health license.

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Email:  Brad
Location: Rockland, MA
Phone: 781.982.6369



Jeffrey F. Smith, CFP®, CRPC

Senior Vice President and Financial Consultant
Services Offered: Financial Consulting
Jeffrey Smith is responsible for the management of the Investment Management Group's financial advisory and retirement plan services. Jeff began his career in the financial services field in 1987 with Scudder, Stevens and Clark in Boston. Mr. Smith is a board member of the Rockland Trust Charitable Foundation. He also serves as a member of the Cardinal Cushing Center’s Development Committee, Chairs the Center's Planned Giving Advisory Committee and holds the position of Treasurer of the Friends of Marshfield High School hockey. Jeff earned a Bachelor’s Degree in Economics from the University of Vermont and has received his designations as Certified Financial Planner™ and Chartered Retirement Planning Counselor.

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Email:  Jeff
Location: Hanover, MA
Phone: 781.982.6793
Connect on: LinkedIn


Elizabeth Souza

Vice President and Financial Consultant
Services Offered: Financial Consulting
Elizabeth Souza is a Vice President and Financial Consultant with Rockland Trust Financial Services offering a full range of investment and insurance services and guidance. Prior to joining Rockland Trust, Ms. Souza was a Financial Consultant with Santander Investment Services/Sovereign Bank for 11 years. She has been in the financial services industry since 1989. She has obtained FINRA registrations including Series 7, 6, and 63 held through LPL Financial, as well as a Massachusetts Life, Accident and Health License. She is a Notary Public in Massachusetts. She maintains an office in Fairhaven and is responsible for wealth management, income planning, 401(k) rollovers, and business development in Southeastern Massachusetts.

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Email:  Elizabeth
Location: Fairhaven, MA
Phone: 781.982.6270


Catherine Valega, CFP®

Vice President and Financial Consultant
Services Offered: Financial Consulting
Catherine brings over 20 years of experience within many aspects of the financial services industry. At Rockland Trust, Catherine’s main focus is meeting the wealth management needs of individuals, families, businesses, and non-profits in the Boston Metro North area. Prior to joining Rockland Trust, Catherine worked as a Relationship Manager for TD Bank, Private Client Wealth and was a Financial Advisor for LPL Financial. Catherine attended John Hopkins School of Advanced International Studies in International Relations. Catherine also received her BA in Economics from the University of Pennsylvania. Catherine holds her CFP and CAIA designations, Life Insurance licenses, and FINRA series 7, 63, and 66 with LPL Financial. Catherine resides in Winchester with her husband and four daughters.

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Email:  Catherine
Location: Franklin, MA
Phone: 508.732.3419


Margaret Vose

Vice President and Financial Consultant
Services Offered: Financial Consulting
Margaret H. Vose is a member of the Government Banking team of IMG. Working with treasurers, collectors, and finance directors in cities and towns throughout Massachusetts, Margaret develops and maintains municipal trust fund assets. Prior to joining Rockland Trust, Margaret was employed by Fidelity Investments for 21 years and was also previously employed by The Boston Company. Margaret graduated with a degree in Arts and Sciences from Boston College, and has her Series 7 and 63 licenses. In addition, she serves on the boards for the New England Association of Financial Professionals and the Ryan Harvey Foundation. She currently resides in Duxbury, MA.

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Email:  Margie
Location: Braintree, MA
Phone: 781.982.6320
Connect on: LinkedIn


Lawrence S. Wagner, CFA, CFP®

Vice President and Financial Consultant
Services Offered: Financial Consulting
Larry Wagner is responsible for investment management and retirement plan business in Rhode Island and Southcoast Massachusetts for Rockland Trust Financial Services. Larry began his financial services career in 1987 with Old Stone Trust Company. He joined Rockland Trust Company in 2008 from Firstfed Trust Company/Webster Bank where he had been since the formation of Firstfed Trust Company in 2000. Larry holds FINRA registrations including 6, 7 & 63 with LPL Financial, as well as a Massachusetts Life, Accident, and Health license in addition to the CFP® and CFA designations. Larry is a Past President and current Board Member of the Providence Society of Financial Analysts, Board Member of The Partnership for Philanthropic Planning of RI, member of the Estate Planning Council of RI, and RI Financial Planning Association. Larry graduated from Denison University with a B.A. in Economics.

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Email:  Larry
Location: Providence, RI
Phone: 401.273.4093
Connect on: LinkedIn



Dawn M. Warner, CTFA

Assistant Vice President and Relationship Manager
Services Offered: Relationship Management
Dawn Warner is a Relationship Manager for the Investment Management Group and has been with Rockland Trust since 2002. She is responsible for the administration of investment management accounts, personal trusts and estates. Ms. Warner is also responsible for the preparation and filing of probate accountings for testamentary trusts and estates. She successfully completed the Cannon Financial Institute’s Trust Administration Program in Boston. Dawn is also a designated Certified Trust and Financial Advisor.

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Email:  Dawn
Location: Hanover, MA
Phone: 781.982.6771
Connect on: LinkedIn




James Weber

Vice President and Relationship Manager
Services Offered: Relationship Management
Jim oversees account administration and financial planning for personal account relationships and trusts and estates throughout the South Shore. Jim is a graduate of the Cannon Trust School and holds his Master’s Degree from Suffolk University. Jim joins Rockland Trust after working as a Senior Trust Officer with US Trust for over 15 years.

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Email:  James
Location: Hanover, MA
Phone: 781.982.6155
Connect on: LinkedIn



Rita Yeung, CPA

Vice President, Manager of Tax Services
Services Offered: Tax Services
Rita Yeung joins Rockland Trust Investment Group with over 10 years of experience in tax compliance and consulting work. She specializes in tax services related to high net worth individuals, fiduciary, estate, and gifts. Prior to joining Rockland Trust, Rita worked as a Tax Manager for O’Connor & Drew P.C. Rita is a Boston University alumni where she received her Bachelor’s degree in Business Administration with concentrations in Accounting and Finance. Rita is a Certified Public Account and is affiliated with the MSCPA, AICPA, and ASPIRE. .

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Email:  Rita
Location: Hanover, MA
Phone: 781.982.6224



June Zito

Vice President and Relationship Manager
Services Offered: Relationship Management
June Zito comes to us with over 20 years of experience in trust and fiduciary administration through the bank’s transitions from Fleet and Bank of America. June’s responsibilities include the trust administration of personal account relationships for the Investment Management Group in Providence. Prior to joining Rockland Trust, she was a Vice President at US Trust. June is a graduate of Bryant University with a degree in finance. She is involved with the American Cancer Society, Rhode Island Breast Cancer and National Organization of Italian American Woman.

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Email:  June
Location: Providence, RI
Phone: 508.732.3335
Connect on: LinkedIn






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Rockland Trust Company and Rockland Trust Financial Services are not registered brokers/dealers and are not affiliated with LPL Financial.

Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit