Who We Are

Bangor Wealth Management and Bangor Wealth Management of New Hampshire offer investment management, trust and fiduciary services, and wealth planning. Our team of over 35 highly designated professionals, including Relationship Managers, Portfolio Managers, and a Support Team are dedicated to creating trusted relationships with our clients. As fiduciaries, we prioritize our clients' best interests, managing over $3.5 billion in assets. We proudly serve over 1,800 clients, including individuals, families, businesses, municipalities, and non-profits.

Wealth Relationship Managers

  • Colin Baier

    SVP, Director of Relationship Management – Maine

  • Cathy Barter

    SVP, Senior Relationship Manager
    Certified Wealth Strategist (CWS)

  • Rebekah Bridges

    VP, Relationship Manager
    Certified Trust and Fiduciary Advisor (CTFA)
    Certified IRA Services Professional (CISP)

  • Dustin Crawford

    Relationship Manager

  • Derek Davis

    VP, Senior Relationship Manager
    Certified Financial Planner™ (CFP®)

  • Sarah Gordon

    VP, Relationship Manager
    Certified Retirement Services Professional (CRSP)

  • Jana Hanscom

    VP, Senior Relationship Manager
    Chartered Retirement Planning CounselorSM (CRPC®)

  • Keith Jackson

    VP, Relationship Manager
    Certified Financial Planner (CFP)

  • Scott Kenney

    SVP, Director of Wealth Management & Senior Trust Officer
    Chartered Financial Analyst (CFA)

  • Amy Lawrence

    VP, Senior Relationship Manager
    Certified Trust and Financial Advisor (CTFA)

  • Suzanne Moffatt

    SVP, Relationship Management Team Lead
    Certified Retirement Services Professional (CRSP)

  • Mark Paluzzi

    SVP, Director of New Hampshire Development & New Hampshire Wealth Team Lead
    Certified Financial Planner (CFP©)
    Certified Trust and Fiduciary Advisor (CTFA)
    Accredited Estate Planner (AEP©)

  • Natalya Pearl

    VP, Senior Relationship Manager
    Certified Financial Planner (CFP©)
    Certified Trust and Fiduciary Advisor (CTFA)

  • Joe Reese

    VP, Relationship Manager

  • Eric Rutherford

    VP, Relationship Management Team Lead

  • Julie Shephard

    VP, Relationship Management Team Lead

Portfolio Managers

  • Everett Coulter

    AVP, Portfolio Manager
    Chartered Financial Analyst (CFA)

  • Mike Del Tergo

    SVP, Senior Portfolio Manager
    Chartered Financial Analyst (CFA)
    Chartered Alternative Investment Analyst (CAIA)
    Chartered Investment Management Analyst (CIMA)
    Certified Trust and Financial Advisor (CTFA) 

  • Tyler Hoxie

    AVP, Portfolio Manager
    Chartered Financial Analyst (CFA)

  • Gary Huang

    SVP, Senior Portfolio Manager
    Chartered Financial Analyst (CFA)

  • Jack Keenan

    VP, Portfolio Manager

  • Mike LeBel

    VP, Portfolio Manager
    Chartered Financial Analyst (CFA)
    Chartered Alternative Investment Analyst (CAIA)

  • Charles Nason

    SVP, Portfolio Management Team Lead
    Certified Public Accountant (CPA)
    Certified Financial Planner (CFP®)
    Chartered Market Technician (CMT)

  • Nate Pearson

    VP, Senior Portfolio Manager
    Chartered Financial Analyst (CFA)

Wealth Management Products:
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE


Bangor Wealth Management of New Hampshire LLC is a wholly-owned subsidiary of Bangor Savings Bank.