Gary brings over 20 years of experience to Bangor Wealth Management, where he has been a valued team member in Bangor, Maine since 2011. Specializing in investment strategy development and portfolio research, Gary provides tailored wealth management services to individuals, families, and institutions.
Prior to joining Bangor Wealth Management, Gary spent a decade in the Bank’s Financial and Treasury Department, where he managed interest rate derivatives and the Bank’s investment portfolio. His extensive background in investment management allows him to craft personalized financial strategies that align with his clients' unique goals.
A CFA Charterholder, Gary also holds an MBA from the Maine Business School at the University of Maine. His expertise supports clients in achieving long-term financial success, whether through retirement planning, portfolio management, or other strategic wealth management solutions.
Certifications/Accreditations
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Wealth Management Products:
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.