PORTLAND – Spinnaker Trust is pleased to announce the promotions of three senior team members to principals of the firm: Ainsley A. Gleason, Eben Jose, and Laura Kate McHugh.
“Ainsley, Eben, and Laura have each made invaluable contributions to our firm and our community. Their dedication, and collaborative approach will help Spinnaker thrive on the road ahead,” said Amanda V. Rand, Esq., president, CEO, and principal. “Spinnaker is coming off its most successful year to date by almost any measure. With these three new additions to our leadership team, we are confident in our ability to serve our clients and help them achieve their financial goals for decades to come.”
Ainsley A. Gleason, CTFA, senior vice president and chief operating officer, has been with Spinnaker Trust since 2012. She joined the firm from Ram Trust Services, bringing over a decade of experience in client services and fund management. She earned her bachelor’s degree in finance and economics from Thomas College and her MBA from the University of Southern Maine.
Eben Jose, CFA, senior vice president, client advisor, and director of private markets, works closely with families to address their long-term investment and planning goals, providing tailored strategies to meet their unique needs. He also oversees the strategic management of Spinnaker’s private alternative investments. Before joining Spinnaker Trust in 2014, Eben gained valuable experience in financial services in Boston. He holds a bachelor’s degree from Boston College and brings over a decade of expertise in finance to his role.
Laura Kate McHugh, CFP®, senior vice president and client advisor, works with clients to build and protect wealth, providing comprehensive financial planning services with a goals-based approach to lifetime planning. She collaborates with Spinnaker’s team of experts in investment, tax, trust, and estate planning to deliver tailored solutions. Laura joined Spinnaker Trust in 2017 with extensive experience in financial services. She holds a bachelor’s degree from Bentley University and an MBA from the University of Southern Maine.
Spinnaker Trust was recently named one of the 2024 Best Places to Work in Maine for the sixth consecutive year. This statewide award highlights Spinnaker as a workplace that positively impacts the state’s economy, workforce, and business community.
Spinnaker Trust is a Maine bank chartered as a non-depository trust company that manages more than $3 billion for a global clientele. Spinnaker provides a wide range of financial services, including investment management, trust and estate planning, and tax services. Founded in 2001, Spinnaker guides clients toward their investment goals, helps them manage and grow their assets and works hard to ensure that their legacy is ready and waiting for future generations. For more information, visit www.spinnakertrust.com.
