Everett brings over six years of investment management experience to Bangor Wealth Management, joining the team in 2022. Specializing in portfolio construction and security selection, he offers expert guidance to high-net-worth individuals, institutions, and nonprofit organizations.
Before joining Bangor Wealth Management, Everett served as a Portfolio Manager at a local investment advisory firm, where he led investment research and managed diverse portfolios. He began his career as an Investment Analyst at a boutique family office in Portland, Maine, gaining valuable expertise in financial analysis and strategic portfolio management.
A graduate of the University of Maine, Everett holds a Bachelor of Science in Finance and Economics. He is also a CFA Charterholder and an active member of the CFA Society of Maine.
For clients seeking an experienced and knowledgeable investment professional, Everett provides customized portfolio strategies and trusted financial solutions.
Certifications/Accreditations
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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.