Dan serves clients as a portfolio manager and research analyst. Prior to founding Vigilant, Dan was a Vice President in the Mergers & Strategic Advisory Group at Goldman, Sachs & Co in New York. He advised corporations on a broad range of financial and strategic transactions, including public equity and debt offerings, mergers, acquisitions, divestitures and restructurings. Dan received an MBA from the Tuck School of Business at Dartmouth and a BA in Economics from Boston College. He is past chair and current board member of the Children’s Museum of New Hampshire. Dan lives in Stratham, NH with his wife, Amy, and their daughters, Madeline and Eiley.

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Scott serves clients as a portfolio manager and research analyst. He leads the firm's Investment Policy Committee and serves as the Chief Compliance Officer. Prior to founding Vigilant, Scott was a Vice President and Portfolio Manager at Fleet Investment Advisors where he managed investment portfolios for high net worth individuals, non profit organizations and institutional clients. Scott holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and the CFA Institute. He currently serves on the Dean's Advisory Board of the Whittemore School of Business & Economics at the University of New Hampshire. Scott earned a BS in Business Administration and Finance from the University of New Hampshire. Scott lives in Greenland, NH with his wife Terry, their son, Kyle, and daughter, Jinae.

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Jeff serves clients as a relationship manager and wealth planner. Prior to founding Vigilant, Jeff was a Vice President of Fleet Private Clients Group, where he worked exclusively with high net worth clients. Previously, he was an attorney at Preti, Flaherty, Beliveau & Pachios in Portland, Maine. He is a graduate of Chase Manhattan Bank's Management Training Program. Jeff is a board member of the Maine Chapter of the March of Dimes and the Falmouth Little League. Jeff earned his J.D. from the University of Maine School of Law and an A.B. in English from Dartmouth College. He graduated from Phillips Exeter Academy. He lives in Falmouth, ME with his wife, Amy, and their daughters, Avery and Elliott.

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Laurie serves clients as a relationship manager and wealth planner. Prior to joining Vigilant, Laurie spent 18 years at Fleet Boston Financial, where she served as a Senior Vice President in the Private Clients Group. Laurie is a CERTIFIED FINANCIAL PLANNER™ practitioner, a graduate of the Cannon Financial Institute for Trust, Estate and Financial Planning, and earned an M.B.A. from Southern New Hampshire University. She currently serves as trustee on the Southern New Hampshire University Board, board member of the Northern New England Financial Planning Association, former trustee of the Crotched Mountain Foundation, past chair of the New Hampshire Commission on the Status of Women, past chair and current member of the Estate Planning Council of New Hampshire, founding board member of the Women’s Business Center, and past chair and current advisory board member of Families First of the Greater Seacoast. She is a graduate of the 2006 Leadership NH program, and received the Small Business Administration’s Women in Business Advocate of the Year award in 2002. Laurie lives in New Castle, NH with her husband, Clarke.

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Larry serves clients as a relationship manager and wealth planner. Prior to joining Vigilant, Larry served as President and CEO and was a member of the Board of Directors of Acadia Trust, N.A., a subsidiary of Camden National Corporation. As CEO, he had overall strategic and operational responsibility for the firm’s investment management, trust, retirement plan and advisory services. He also directed the activities of the brokerage division of Camden National Bank. During his tenure at Acadia Trust, Larry also managed portfolios for high net worth individuals, non-profits and endowments, and retirement plan accounts. Larry earned a B.S. in business administration from the University of Maine. He completed the College for Financial Planning professional education program and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Larry is a past President and Officer of the Maine Estate Planning Council and currently serves on the board of directors for the Cumberland County YMCA. Larry resides in Scarborough, ME with his wife, Brenda, and their three children, Lauren, Jonathan and Matthew.

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Chris serves clients as a portfolio manager and research analyst. Prior to joining Vigilant, Chris was Managing Director and Chief Investment Officer at Acadia Trust, N.A. As Managing Director, Chris provided leadership to the company regarding investment management, client relationships, and business development. Concurrently as Chief Investment Officer, Chris led the company’s investment and research process, investment committee meetings, and portfolio management process. He also managed portfolios for high net worth individuals, trust accounts, and non-profit endowment funds. Chris earned his MBA from Duke University's Fuqua School of Business and a BA in Economics from Swarthmore College. He holds the Chartered Financial Analyst designation and is a member of the Maine Chapter of the CFA Institute. An avid runner, Chris has completed over twenty marathons and two Ironman triathlons. He lives in Scarborough, ME with his wife, Cari, their two boys Noah and Caleb, and their daughter, Harper.

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Jean serves clients as a portfolio manager. Prior to joining Vigilant, Jean spent 18 years at U.S. Trust, Bank of America Private Wealth Management in Boston. For the past 11 years, Jean served clients as a Senior Vice President and portfolio manager, working exclusively with high net worth individuals and families.

Jean earned her MBA from the McCallum Graduate School of Business at Bentley University and a BS in Finance with a minor in Political Science from Merrimack College. Jean lives in West Newbury, MA with her husband, Chris, their daughter, Sarah, and their sons, Austin and Robert. Jean is very active in her children’s schools and the West Newbury Little League.

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Andrew serves clients as a portfolio manager and research analyst. He holds the Chartered Financial Analyst designation and is a member of the Maine Chapter of the CFA Institute. Prior to joining Vigilant, Andrew worked as part of the middle office group in the fund services division at Citigroup's Global Transaction Services office in Portland, ME, and taught English for a year in Seoul, South Korea. Andrew earned his B.A. in English from Harvard University in 2004. Andrew lives in Portland, ME.

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Investment Operations Manager

Larry is responsible for the firm's investment operations. Prior to joining Vigilant, Larry was an Assistant Vice President at Citigroup's Global Transaction Services office in Portland, ME. While at Citi, Larry worked in the middle-office, fund-services group. Prior to that, he held hedge fund accounting roles at BISYS Hedge Fund Services in Boston, MA and at International Fund Services in Dublin, Ireland. He earned a Bachelor of Business Studies from Dublin City University, Ireland. Larry is a member of the Portland Hurling Club and also enjoys playing soccer. Larry lives in Westbrook, ME with his wife, Elizabeth, and daughters Ciara and Ava.

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Administrative Operations Manager

Kristen is responsible for the firm’s administrative operations. Prior to joining Vigilant, Kristen was the investment services manager for an investment advisory firm on the Seacoast. She earned a B.S. in Accounting with Honors from Suffolk University. Kristen coaches and plays basketball, surfs, and is an avid runner. She resides in Rye, NH with her family.

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Susan handles all administrative requests related to client accounts. Prior to joining Vigilant, Susan was a Sr. Sales Assistant in the Private Clients Group with Fleet Bank. Susan earned her Associates Degree in Business Science from McIntosh College. A devoted gardener, Susan lives in Hampton, New Hampshire, with her husband, Jim.

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Ann handles administrative requests related to client accounts. Prior to joining Vigilant, Ann was a U.S./Global Fixed Income Assistant-Research and Business Information Administrator at Lazard LLC in New York. As a U.S./Global Fixed Income Assistant, Ann supported both Global and U.S. Fixed Income Directors. Ann earned her BS in Business Administration with a concentration in Finance from Ramapo College of New Jersey.

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Bethany handles administrative requests related to client accounts. Prior to joining Vigilant, Bethany was a Trust Operations Administrator with Spinnaker Trust. Prior to that, Bethany was a Wealth Management Administrator at Maine Bank & Trust. Bethany studied Marine Biology at Southern Maine Community College. A devout Red Sox fan, Bethany lives in Yarmouth, Maine with her son, Caelan.

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