Our Team

• 603-294-5343
• dmulkern@vigilantcap.com

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 where he was Co-Captain of the golf team. He was appointed to the national Schwab Advisor Services Advisory Board in 2017.  He also previously served as chair of the board 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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• 603-294-5344
• ssorensen@vigilantcap.com

Scott serves clients as a Portfolio Manager and Research Analyst. He leads the firm’s Investment Policy Committee. 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 Peter T. Paul College 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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• 207-619-9101
• jcarlisle@vigilantcap.com

Jeff serves clients as a Wealth Advisor. 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 former 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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• Managing Director & Wealth Advisor
• 207-619-9102
• lblaisdell@vigilantcap.com

Larry serves clients as a Wealth Advisor and is the firm’s Chief Compliance Officer.  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 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 member of the University of Maine Business School Advisory Board, current member and past President of the Maine Estate Planning Council, former President of the Scarborough Boys Lacrosse Booster Club and previous 10-year board member of the YMCA of Southern Maine.  Larry resides in Scarborough, ME with his wife, Brenda, and their children.

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• Managing Director & Wealth Advisor
• 603-294-5349
• wclifford@vigilantcap.com

Bill serves clients as a Wealth Advisor. Prior to joining Vigilant, Bill was a Vice President and Wealth Management Advisor at People’s United Bank, where he worked with high net worth individuals and families. Bill received his BA from Providence College. He completed the Florida State University Financial Planning Program and is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, Bill has earned the designation of a BEI Certified Exit Planner (CExP™). He is the former Chair of the Board of the Financial Planning Association of Northern New England, a member of the New Hampshire Estate Planning Council and serves in various capacities on non-profit boards in New Hampshire. Bill and his family live on the Seacoast of New Hampshire.

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• Wealth Advisor
• 207-619-9108
• cpenfield@vigilantcap.com

Chris serves clients as a Wealth Advisor. Prior to joining Vigilant, Chris was a financial planner for a Boston firm where he worked with high net worth individuals. Chris received his BS in Economics & Finance from Bentley University, completed the Boston University Financial Planning Program and is a CERTIFIED FINANCIAL PLANNER™. Chris is the current President of the Financial Planning Association of Northern New England, is a member of the Kennebunk Rotary Club, and Treasurer for the Brick Store Museum in Kennebunk. In his free time he enjoys golfing and outdoor time with his family. Chris lives in Kennebunk, ME with his wife Amanda and daughter Parker.   

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• Managing Director & Wealth Advisor
• 603-294-5341
• hmartin@vigilantcap.com

Hope serves clients as a Wealth Advisor.  She started her career at Brown Brothers Harriman & Co. working with high net worth clients, and was a Vice President at Banknorth Investment Management Group.  More recently she worked at Merrill Lynch Wealth Management, where she focused on wealth planning. 

Hope earned her MBA in Paris, France at Ecole Nationale des Ponts et Chausées (ENPC) and an A.B. in English Literature at Dartmouth College.  Hope completed the Boston University Financial Planning Program and is a CERTIFIED FINANCIAL PLANNER™. An avid skier and former lacrosse player, she has remained active in both sports, and has helped out with the Seacoast Lacrosse League in various capacities over the years. Hope is the President of Dartmouth Club of the Seacoast, a member of the Dartmouth Alumni Council, a past board member of Womenaid of Greater Portsmouth, and Co-Founder of Harbor Forum. She lives in Portsmouth with her husband Chip and their two children.

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• Director of Client Development
• 603-294-5358
• ihallett@vigilantcap.com

Izzy is responsible for client development.  Prior to joining Vigilant, Izzy was a Senior Regional Director at Chicago-based institutional investment firm, William Blair.  She was working with registered investment advisory firms, trust departments of banks and financial advisors optimizing client portfolios, educating clients on market conditions and increasing client relationships.  Izzy started her career at Cantor Fitzgerald in New York trading bank loans in their corporate bond division and later went on to work closely with financial advisors at asset management firms, Rorer Asset Management in Philadelphia and Roosevelt Investments in New York.  Izzy received her BS in Finance and Marketing at Boston College where she also served as President of the Women’s Rugby Team.  She is a CERTIFIED FINANCIAL PLANNER and has her Certified Investment Management Analyst certification. She is also a member of the Investments & Wealth Institute.  In her free time she is a member of the Direct Appeal Committee at Ambrose Elementary School and a coach of youth soccer.  Izzy and her family enjoy hiking, kayaking, boating and skiing in the Belgrade Lakes region of Maine. She lives in Winchester, MA with her husband,  Dave, children Danielle and Joey and dog, Moxie.

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• Wealth Advisor
• 603-294-5348
• joconnor@vigilantcap.com

James serves clients as a Wealth Advisor. Prior to joining Vigilant, James was Regional Sales Director for Columbia Threadneedle Investments, a global asset manager based in Boston, where he represented a diverse lineup of investments. Previously, James was Financial Advisor in Exeter, NH, where he helped families on the Seacoast achieve their financial goals. James received his BA from the University of New Hampshire, completed the College for Financial Planning education program and is a CERTIFIED FINANCIAL PLANNER^TM practitioner. In his free time, James enjoys skiing, golfing, cooking, and spending time with his family. James lives in Portsmouth, NH with his wife, Cara, and son, Tommy.

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• Wealth Advisory Associate
• 603-294-5359
• sdunbar@vigilantcap.com

Stephanie serves our team as a Wealth Advisory Associate. Prior to joining Vigilant, Stephanie worked as a Trust Administrator at Perspecta Trust where she administered fiduciary accounts for ultra high-net-worth client families and served as a liaison between the firm’s operations, client service, and investment management teams. Stephanie earned her Bachelor of Science from the University of New Hampshire. She currently holds the FPQP™ designation through the College for Financial Planning®.In her free time, she enjoys reading, coaching youth tumbling classes, and volunteering in support of marine conservation.

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• Associate Wealth Advisor
• 207-619-9112
• apantalone@vigilantcap.com

Alex serves clients as an Associate Wealth Advisor. Prior to joining Vigilant, Alex was a financial planner for a Portland-based firm where he provided comprehensive wealth planning to individuals and families. He received his BS in Finance from the University of Southern Maine, completed the College for Financial Planning’s CFP Certification Professional Education Program, and is a CERTIFIED FINANCIAL PLANNER™. Alex holds the Chartered SRI Counselor™ (CSRIC™) designation and the Accredited Behavioral Finance Professional^SM (ABFP^SM) designation after completing the education, exam, and ethical requirements set by the College for Financial Planning. He is a CFP^® Professional member of the Financial Planning Association. Alex lives in Portland, Maine and enjoys skiing, golfing, and fly fishing.

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• Managing Director & Portfolio Manager
• 207-619-9107
• clyford@vigilantcap.com

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 twenty-seven marathons and three 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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• Managing Director & Portfolio Manager
• 603-294-5346
• jtrim@vigilantcap.com

Jean serves clients as a Portfolio Manager and she is a member of the firm’s Investment Policy Committee. Prior to joining Vigilant in 2011, Jean spent 18 years at U.S. Trust, Bank of America Private Wealth Management in Boston. For 11 of those years, Jean served clients as a Senior Vice President and Senior Portfolio Manager, working exclusively with high net worth individuals and families.

Jean sits on the Board of Directors of Newburyport Bank, BILH – Anna Jacques Hospital, as well as the Newburyport Art Association where she serves as Board President. Jean is also a member of the Town of West Newbury Investment Policy Committee. 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.

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• Research Analyst & Portfolio Manager
• 603-294-5350
• switherspoon@vigilantcap.com

Sam serves clients as a Portfolio Manager and Research Analyst. Prior to joining Vigilant, Sam was an Investment Director at RS Investments. Sam holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Boston and the CFA Institute. Sam earned his BA in Economics from Colby College where he was captain of the Alpine Ski Team. Sam serves on the finance committee of the Seacoast Community School and volunteers with Big Brothers Big Sisters. He lives in Portsmouth, NH with his wife Margaret, daughter Charlotte, twins Hayes and Eleanor, and yellow lab Winston. Sam completed the Lake Placid Ironman and spends his free time enjoying the outdoors, skiing, hiking, surfing, and biking.

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• Research Analyst & Portfolio Manager
• 603-294-5352
• mohrnberger@vigilantcap.com

Mike serves clients as a Portfolio Manager and Research Analyst.  Prior to joining Vigilant, Mike was a Vice President in the Asset Management Group of PNC and an equity research analyst with Bloomberg Intelligence.  Mike holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Philadelphia and the CFA Institute.  Mike earned his BA in Business from Franklin & Marshall College and was a captain of the men’s lacrosse team.  He lives in Portsmouth, NH with his wife, Devi, and daughter, Reese.

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• Director of Fixed Income, Portfolio Manager
• 603-294-5360
• etrajani@vigilantcap.com

Endri serves clients as a Fixed Income Portfolio Manager and a member of the Investment Policy Committee. Prior to joining Vigilant, Endri was a Senior Trader at Prosiris Capital where he managed U.S. and European corporate and sovereign credits. Previously, he was a Vice President at Goldman Sachs, where he was responsible for the strategy and management of a portfolio of fixed income assets. He is an affiliate member of the CFA Society Boston and the CFA Institute. Endri earned a Bachelor of Science in Economics, Mathematics, and Physics from Bates College. He lives in Portsmouth, NH with his wife, Allyson, their son, Nico and dog, Dingo.

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• Portfolio Manager
• 603-294-5353
• hstrickland@vigilantcap.com

Hannah serves clients as a Portfolio Manager and Research Analyst.  Prior to joining Vigilant, Hannah was a Portfolio Manager at Penobscot Financial Advisors in Portland where she handled portfolio management, equity research, and trading. Hannah holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Maine and the CFA Institute. Hannah earned a Bachelor of Business Administration with a concentration in Finance from The George Washington University. She lives in Portsmouth and enjoys running, skiing, and playing golf in her free time.

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• Research Analyst
• 603-294-5378
• jevans@vigilantcap.com

John serves clients as a Research Analyst and is a member of the firm’s Investment Policy Committee. John previously worked as an Investment Intern with Vigilant, and as a Research Intern with Prime, Buchholz & Associates, Inc. John earned a B.S. in Business Administration with a concentration in Finance from the University of New Hampshire. During his time at U.N.H., John served as a Portfolio Manager with the Atkins Investment Group, an entirely student-managed equity and fixed income portfolio. John is a Level III candidate in the Chartered Financial Analyst® program.

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• Client Relationship Associate
• 207-619-9103
• aaurilia@vigilantcap.com

As a member of our Wealth Advisory Team, Ann provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. 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 the Certified Senior Advisor® designation through the Society of Certified Senior Advisors®, and her BS in Business Administration with a concentration in Finance from Ramapo College of New Jersey.

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• Client Relationship Associate
• 603-294-5347
• krobidoux@vigilantcap.com

As a member of our Wealth Advisory Team, Kelly provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. Prior to joining Vigilant, Kelly was a Wealth Management Specialist at People’s United Bank where she worked with high net worth clients, non-profits, and retirement plans. She earned her Bachelor of Arts from the University of New Hampshire and Personal Trust Diploma from the Center for Financial Training ™ & Education Alliance. Kelly enjoys traveling and attending live music events. She resides in Greenland, NH with her husband, Chuck, and their son, Rory.

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• Client Administration Leader
• 207-619-9110
• amohammad@vigilantcap.com

As a member of our Wealth Advisory Team, Annie provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. Prior to joining Vigilant, Annie was Senior Portfolio Administrator and Chief Compliance Officer at HeadInvest. She attended University of Southern Maine and earned her AS in Computer Information Systems from Casco Bay College. Annie holds the FPQP™ designation through the College for Financial Planning®. She earned the Series 65 Uniform Investment Adviser Law License in 2008 and the ABA Wealth Management & Trust Certificate through the Center for Financial Training™. She previously served 6 years as Treasurer of the South Portland Track & Cross Country Boosters. She is an avid runner and enjoys spending time with her family. Annie resides in South Portland with her husband Faiz and their two children Arman and Ariana.

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• Client Relationship Associate
• 207-619-9104
• tjames@vigilantcap.com

As a member of our Wealth Advisory Team, Taylor provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. Prior to joining Vigilant, Taylor was a Client Service Associate at First Republic Bank in their Private Wealth Management division in Boston. Taylor earned her Bachelor of Arts from Dickinson College in Carlisle, PA. In her free time she enjoys skiing, running, hiking and reading.

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• Client Relationship Associate
• 603-294-5342
• lgracy@vigilantcap.com

As a member of our Wealth Advisory Team, Laura provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. Prior to joining Vigilant, Laura was an Academic Advisor for undergraduate business students at Southern New Hampshire University. She earned her BS in Organizational Leadership from Wright State University in Dayton, Ohio. Laura lives in Dover, NH and enjoys traveling, photography, and reading.

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• Client Relationship Associate
• 603-294-5345
• rmckenna@vigilantcap.com

As a member of our Wealth Advisory Team, Rachel provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. Prior to joining Vigilant, Rachel was a Client Service Coordinator at Prime Buchholz LLC. She worked in close liaison with a variety of clients including hospitals, universities, community foundations, and high-net-worth individuals and families. She earned her Bachelor of Arts from the University of New Hampshire in Durham, NH. In her free time Rachel enjoys cooking, travelling, and spending time with family and friends.

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• Managing Director & Investment Operations Manager
• 207-619-9105
• lmaher@vigilantcap.com

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 Scarborough, ME with his wife, Elizabeth, and daughters Ciara, Ava and Saoirse.

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• Operations Associate
• 207-619-9115
• kslindee@vigilantcap.com

Kristie is the Operations Associate. She is responsible for the administrative tasks associated with both offices, and provides support in the areas of business and investment operations, technology, compliance and marketing. Prior to joining Vigilant, Kristie was a student at the University of Minnesota Duluth, from which she earned a B.B.A. in Finance and a B.A. in German Studies. Kristie lives in Portland, Maine and enjoys traveling, reading, and volunteering.

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