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William R. Heaslip began working in the investment business with Keystone Funds in Boston in 1969. Bill started working in the trust industry in 1973. His experience includes President and CEO of Merchant's Trust Company, Executive Vice President of Chittenden Trust Company, President, Bank of Vermont Trust and Investment Group and currently President of CFSG.
Bill's education includes Central Connecticut State University, various AIB courses in banking and trust, and the National Graduate Trust School.
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Mark T. Frederick has over 25 years experience in the trust and investment business. He gained invaluable investment knowledge while working in the brokerage industry, where he commenced his career.
Mark also supervised the brokerage department and managed client investment portfolios for many years at a trust department in Illinois before moving to Vermont in 1990. Prior to joining CFSG, Mark headed a $2 billion trust department in Vermont for seven years as a senior
vice president.
Mark is a University of Wisconsin alumnus, where he concentrated his studies in economics. In addition, he completed the National Graduate Trust School at Northwestern University, attaining a Certified Trust & Financial Advisor designation.
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Thomas W. Bright began working in banking and investments in Vermont in 1988. Tom most recently served for 7 years as a Trust Officer and manager with Chittenden Trust Company. In Tom's current role he serves as Vice President and Trust Officer.
Tom holds Certified Trust & Financial Advisor designation from the Institute of Certified Bankers, an M.B. A. with honors from Thunderbird School of Global Management and a B.A. from Middlebury College.
Tom's office is located at the National Bank of Middlebury in Vergennes, Vermont.
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Janet H. Cartee began working in the banking and trust industry in 1981. She began work with the predecessor to CFSG in 1996 and is currently a Trust Officer.
Janet's education includes Chamberlayne Junior College, Northeastern University and courses through AIB and four trust courses through Cannon Financial Institute. Janet's office is located in Newport, Vermont.
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Douglas M. MacCallum has been in the financial services industry since 1994. He has been a financial advisor at the National Bank of Middlebury for four years. He currently is a Trust Officer at CFSG.
Doug's education includes Curry College and graduate work at Northern Arizona University. He has also recently completed a trust course at Cannon Financial Institute. Doug holds securities licenses, Series 7, 63 and 65.
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Joseph P. Preddy has been in the financial services industry since 1994. Joe worked as a financial consultant for Merrill Lynch and Salomon Smith Barney and came onboard as a trust officer on June 3, 2002 for CFSG, working out of the Barre, VT office.
Joe's education includes the U.S. Naval Academy and completion of Merrill Lynch's Financial Consultant Training Program. He holds securities licenses, Series 7, 63 and 65.
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Bruce G. McLaren entered the financial services industry in 1996. Bruce worked as a securities trader for Fidelity Investments before becoming a Financial Advisor for Morgan Stanley, where he completed Morgan Stanley's Financial Advisor Training Program. He also worked as an Investment Analyst at Prime, Buchholz & Associates, a consulting firm that assists non-profits, endowments and foundations with their investment decisions.
Bruce is a graduate of White Mountains Regional High School, Brandeis University, and holds a Masters degree in International Economics & Finance from Brandeis' Lemberg School of International Economics and Finance. Bruce also holds securities licenses, Series 7 and 66. He works out of our Littleton, NH office.
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Alice Claflin began her 17 years in the financial services business as a futures broker with Merrill Lynch in New York in 1980. She has earned NASD Series 3 (1982) and Series 7 (2001). She has been in the trust/investment business for the past 4 years and is currently the Trust Investment Officer.
Alice's education includes a BA in Economics and Government from Smith College, Cannon Financial Institute trust, investment and sales training, and various AIB courses.
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Shellie L. Wright has been in the financial services industry since 2003. Prior to joining CFSG, Shellie worked as a Financial Advisor for Edward Jones. She is currently a Trust Officer at CFSG.
Shellie received a Bachelor of Science in Business Administration (BSBA) from Bryant University's College of Business. She holds securities licenses Series 7 and 63, as well as Series 66. She has completed Personal Trust I school at Cannon Financial Institute, and is currently enrolled in the Accredited Asset Management Specialist (SM) professional designation program through the College of Financial Planning. Shellie works from our Lyndonville, VT office.
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| In addition, CFSG has an administrative support staff of three, with a combined twenty-four years of trust administration experience. |
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