About Spinnaker Trust

Our History

Spinnaker Trust is a Maine bank chartered as a nondepository trust company. The firm was founded in December of 2000 as Spinnaker Advisors and began managing assets as Spinnaker Trust in April 2001. Spinnaker began operations on Milk Street in Portland’s Old Port District and received its bank charter in August of 2001.

At the end of 2001, Spinnaker rolled out its first fund of hedge funds, Spinnaker Diversified Managers Fund. This fund gave clients access to a diversified allocation of hedge fund managers, selected and overseen by Spinnaker professionals.

By 2003, Spinnaker managed over $100,000,000 and, by the end of 2004, twice that.

In 2007, Spinnaker launched its first private equity fund exposing its clients to another asset class. Spinnaker Trust converted to an ESOP company in 2007, allowing employees to become owners.

In 2009, Spinnaker launched its first commercial real estate fund to clients.

In 2010, Spinnaker was managing over $500,000,000 and had 14 employees.

2011 brought a need for more space and a move to 123 Free Street in the Arts District of Portland.

In 2012, Spinnaker Trust merged with Ram Trust Services, another Portland trust company, founded in the 1970s. Ram had a long history of serving wealthy families around the country and brought tax, private equity, and real estate expertise to the combined firm. Spinnaker Trust now manages over $1 billion in client assets and has over 35 employees.

Meet the Crew:
Chief Investment Officer, Vice President
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Tax Administrator
Brenda Cook
Notary Public

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President
Richard E. Curran, Jr., Esq.

Dartmouth College, BA, MBA
Harvard Law School, JD
Boston University, LLM


Spinnaker Trust, Director

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Research Analyst, Assistant Portfolio Manager
Matthew Deschesne

The University of Maine, BS

Level 2 CFA Candidate

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Senior Tax Advisor
James D. Gaddis, Esq.
University of Southern Maine, BA; University of Maine School of Law, JD

Maine Estate Planning Council
Maine Bar Association

 

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Vice President, Tax Director
Maria A. Gwinn, CPA
University of Southern Maine, BS
Thomas College, MST


Certified Public Accountant
American Institute of Certified Public Accountants
Maine Society for the Protection of Animals, Finance Committee
Maine Employee Benefit Council

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Director of Private Equity
Ralph L. Harding
Bowdoin College
BA: Dartmouth College, MBA


Trustee, Maine College of Art

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Client Advisor, Portfolio Manager
Eben S. Jose
Boston College, BA

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Administrative Assistant
Danielle J. Lamey
East Carolina University, BS

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Full-Charge Bookkeeper
Leigh Ann Larocque

University of Southern Maine, B.S.

State of Maine Notary Public

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Senior Vice President
Sara E. Lewis

Lehigh University, BS

Spurwink Services, Inc., Board Member
Compass Project Advisory Board
FAME Maine Advisory Committee on College Savings
Maine Women’s Fund Investment Committee
Spinnaker Trust, Director

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Senior Vice President, Chief Operating Officer
Karen C. Lowell
University of New England/Westbrook College, BA

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Portfolio Manager, Senior Trading Specialist
Timothy E. Malisa

St. Lawrence University, BA

PROPEL Portland

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Assistant Portfolio Manager
Kati Morrell
Thomas College, BS

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Chief Investment Officer, Vice President
Jessamyn Norton, CFA

Wheaton College, BA; University of Chicago Booth School of Business, MBA 

Chartered Financial Analyst
Maine CFA Society, Director
Boston Security Analysts’ Society

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Director of Real Estate
Christopher O'Neil

Boston College, BA

Community Food Pantry for the Town of Freeport, Volunteer

Active Living Community Task Force for Freeport

 

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Vice President, Senior Client Advisor
Drew Oestreicher

Hamilton College, BA

President of The Victoria Mansion Board of Trustees

Town of Yarmouth Investment Committee

North Yarmouth Academy Advisory Council

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Vice President, Senior Client Advisor
Cynthia O’Rourke, CFP®

College of the Holy Cross, BA

Certified Financial Planner® Certificants of North America
Financial Planning Association

Maine Estate Planning Council

Maine Medical Center Planned Giving Committee

Cape Elizabeth Education Foundation Endowment Review Committee

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Senior Vice President, Director of Wealth Planning
Amanda V. Rand, Esq.

Duke University, BA; Harvard Law School, JD

Center for Grieving Children, Director
Maine Estate Planning Council
Maine Medical Center Planned Giving Committee
Maine Bar Association, Trusts & Estates Section
Spinnaker Trust, Director

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Treasurer
William S. Schaffner, CPA

University of New Hampshire, BA; Syracuse University, MS

American Institute of Certified Public Accountants
Maine Society of Certified Public Accountants

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Senior Analyst
Renee A. Walker
University of Maine, BS

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Office Administrator
Barbara Wallace

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Senior Vice President, Senior Client Advisor
Kate C. Wilkinson

Colby College, BA

Chewonki Foundation, Trustee
Maine Estate Planning Council

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Project Manager
Carolyn L.S. Woronoff

University of Maine, BS

State of Maine Notary Public

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Executive Assistant and Board Liaison
Nancy J. Wulbrecht

Michigan State University, BS; University of California at Irvine, Paralegal Certificate

State of Maine Notary Public

 

Board of Directors:

Richard E. Curran Jr., Esq., Director
Spinnaker Trust

Christian L. Barner, Esq., Director
Bergen & Parkinson, LLC

John H. Schiavi, Director
Schiavi Enterprises

Amanda V. Rand, Esq., Director
Spinnaker Trust 

Sara E. Lewis, Director
Spinnaker Trust

Meet the Crew:
Research Analyst, Assistant Portfolio Manager
View All