Bath Savings Trust Company offers personalized and professional investment management for individuals, businesses and nonprofits. It is a subsidiary of Bath Savings Institution and provides local and independent investment options. The Cheetah PORTAL is an online trust portfolio portal.
Bath Savings Trust, a subsidiary of Bath Savings Institution, announces the appointment of Jim Goodbody as their next VP, Trust & Investment Officer. Mr. Goodbody has 13 years of experience in financial advising and portfolio management.
Bath Savings Institution on LinkedIn: Please join us in welcoming ...
Bath Savings Trust Co operates as an investment management firm. The Company offers portfolio management and advisory services to individuals, institutions, trusts, private funds, charitable. 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. Bath Savings Trust Co. has hired Jim Goodbody as vice president and trust officer.
Daigle Joins Bath Savings Trust Company | May 13, 2024
Goodbody is a financial advisor with over 14 years of experience managing diverse client portfolios and. 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.
"We have a great team here, and everyone is focused on the well. Bath Savings Trust Company's decision to outsource back. Welcome to Bath Savings Trust Company Investment Services - Bath, Maine, USA.
Investment Services & Financial Management | Bath Savings
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. The Next Gen Portal provides easy access to Bath Savings Trust Company's online trust portfolio services.
