AVP, Portfolio Manager
280 Fore Street, Portland, ME
Everett joined the bank in 2022, and has over 6 years of investment management experience, with particular expertise in the areas of portfolio construction and security selection. Prior to joining Bangor Wealth Management, Everett served as a Portfolio Manager at a local investment advisory firm where he was responsible for investment research and managing portfolios for high-net-worth individuals, institutions, and nonprofit organizations. He began his career as an Investment Analyst at a boutique family office located in Portland, Maine. Everett earned his Bachelor of Science in Finance and Economics from the University of Maine. He is a CFA Charterholder and a member of the CFA Society of Maine.
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.