Anne R. Wood
Profile
Ms. Wood headed the Trust Administration, Operations and Fiduciary Tax areas at Acadia Trust, N.A.
for nine years before joining Spinnaker.
Prior experience included that of Senior Trust and Estate Administrator at Pierce Atwood, and Training Specialist at New England Merchants Bank in Boston.
A native of Falmouth, she graduated from Wells College.
She holds the professional designation of Certified Trust and Financial Advisor.
Ms. Wood has also completed the American Bankers Association National Trust School as well as other extensive courses in estate planning, trust administration and fiduciary income tax.
Ms. Wood serves on the Board of the Friends of Casco Bay, is an Advisory Trustee of the Falmouth Memorial Library and serves on the Trust Committee of the Maine Bankers Association.
Former positions of Anne R. Wood
Companies | Position | End |
---|---|---|
Spinnaker Trust (Old)
Spinnaker Trust (Old) Investment ManagersFinance Spinnaker Trust is an investment advisor located in Portland, Maine. | Head-Equity Investments | 2010-09-07 |
Spinnaker Trust
Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Portfolio Manager-Equities | - |
Pierce Atwood LLP
Pierce Atwood LLP Miscellaneous Commercial ServicesCommercial Services Pierce Atwood LLP provide exceptional service and value to their clients, they range from regional and local enterprises, utilities, financiers, middle-market companies, entrepreneurs and individuals to Fortune 500 companies, multinational corporations, and state and foreign governments. | Corporate Officer/Principal | - |
Acadia Trust, N.A.
Acadia Trust, N.A. Investment ManagersFinance Acadia Trust NA is the trust and investment arm of Camden National Corp. (AMEX: CAC), a multi-bank and financial services holding company. The Portland, Maine office of Acadia Trust originated in 1984 with the founding of Gouws Capital Management, Inc. as an independent, SEC-registered investment advisor. Acadia was chartered in 1992 as an affiliated, non-depository trust company. To broaden their range of capabilities by acquiring the ability to serve as trustee and custodian, Trust Company of Maine was chartered in 1994 as a non-depository trust company and it subsequently absorbed the business of Fiduciary Services, Inc. | Head-Equity Investments | - |
Training of Anne R. Wood
Wells College | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 4 |
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Spinnaker Trust (Old)
Spinnaker Trust (Old) Investment ManagersFinance Spinnaker Trust is an investment advisor located in Portland, Maine. | Finance |
Acadia Trust, N.A.
Acadia Trust, N.A. Investment ManagersFinance Acadia Trust NA is the trust and investment arm of Camden National Corp. (AMEX: CAC), a multi-bank and financial services holding company. The Portland, Maine office of Acadia Trust originated in 1984 with the founding of Gouws Capital Management, Inc. as an independent, SEC-registered investment advisor. Acadia was chartered in 1992 as an affiliated, non-depository trust company. To broaden their range of capabilities by acquiring the ability to serve as trustee and custodian, Trust Company of Maine was chartered in 1994 as a non-depository trust company and it subsequently absorbed the business of Fiduciary Services, Inc. | Finance |
Pierce Atwood LLP
Pierce Atwood LLP Miscellaneous Commercial ServicesCommercial Services Pierce Atwood LLP provide exceptional service and value to their clients, they range from regional and local enterprises, utilities, financiers, middle-market companies, entrepreneurs and individuals to Fortune 500 companies, multinational corporations, and state and foreign governments. | Commercial Services |
Spinnaker Trust
Spinnaker Trust Investment ManagersFinance Spinnaker Trust is a trust management firm headquartered in Portland, Maine. The firm was founded in 1970 and formerly known as Ram Trust Services, Inc. Spinnaker Trust offers multiple strategies ranging from broadly based, diversified portfolios built with low-cost Exchange Traded Funds (ETFs) to single stock and bond portfolios, to alternative assets managed both by Spinnaker Trust and third party managers selected and monitored by them. | Finance |
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