Bath Savings Trust Company offers personalized and professional investment management for individuals, businesses and nonprofits. Learn about their local and independent investment options, their experienced team and their parent company Bath Savings Institution. The Cheetah PORTAL is an online trust portfolio portal.
Bath Savings Trust Co offers portfolio management and advisory services to various clients in the US. The company profile page on Bloomberg provides stock price, news, executives, board members, and contact information. Bath Savings Trust, a subsidiary of Bath Savings Institution, announces the appointment of Jim Goodbody as their next VP, Trust & Investment Officer.
Daigle Joins Bath Savings Trust Company | May 13, 2024
Mr. Goodbody has 13 years of experience in financial advising and portfolio management at Merrill Lynch and LPL Financial. Bath Savings Trust Company offers investment management, 401 (k) rollover, retirement planning, trustee work and trust and estate planning services.
With a simple fee structure and personalized approach, they help clients achieve their financial goals. President at Bath Savings Trust Company Experience: Bath Savings Trust Company Education: Colby College Location: Bath 500+ connections on LinkedIn. View Thomas Whelan's profile on.
Investment Services & Financial Management | Bath Savings
Bath Savings Trust Company president Tom Whelan got his first job in the banking industry right after graduating from Colby College and has worked in his current role leading the local investment company for two decades. "Helping families, businesses, and nonprofits succeed financially is very attractive to me," Whelan says. Bath Savings Trust Company, Bath, Maine, USA was founded in 1989 on the same principles of exceptional service, sound investing and financial strength as its parent, Bath Savings Institution.
We provide investment and fiduciary services to our clients in mid coast Maine. Today, we manage over $250 million in assets and over 500 clients. The Next Gen Portal provides easy access to Bath Savings Trust Company's online trust portfolio services.
Bath Savings Institution on LinkedIn: We are pleased to welcome David ...
President Thomas Whelan has led Bath Savings Trust Company for the past twelve years - coinciding with years of tremendous growth for the company. Assets under management stand at well over $1.8 billion, a testament to his strong leadership and exceptional customer service skills.
