fbpx

Derek joins H.M. Payson with more than fifteen years of banking, trust and financial industry experience; most recently as Vice President and Director of Operations at Spinnaker Trust where he was a member of that firm’s senior leadership team.

As the Director of Operations for H.M. Payson, Derek will direct, develop and administer operational strategies to ensure the achievement of the Firm’s goals and objectives. He is responsible for oversight of the custodial platform, all subservice organizations and for the overall effectiveness of custodial operations.

As Chief Compliance Officer, Derek is responsible for monitoring, maintaining and enforcing the supervisory control system(s) in place to ensure the Firm’s compliance with applicable federal and state regulatory requirements together with the internal policies and procedures of H.M. Payson.

Sian joins H.M. Payson having previously worked as a trusts and estates attorney at LeBlanc & Young, P.A., a Portland, Maine, law firm, and Carter, Ledyard & Milburn LLP, in New York City.

In her role as Trust Officer, Sian will be responsible for servicing and administering trust relationships and monitoring and discharging the Firm’s fiduciary duties/responsibilities on behalf of its clients.

The addition of Derek and Sian is a huge plus for H.M. Payson and our clients. It’s a rare and happy circumstance when we are able to find, and hire, two seasoned and highly credentialed professionals for such critical roles within the Firm. We are pleased that with each new hire we are able to increase the depth of talent at H.M. Payson and steadfastly adhere to our exceptional standards with the highest level of client service“, says Peter Robbins, CEO.

H.M. Payson is a Registered Investment Advisor and Maine Trust Company specializing in preserving and growing wealth for individuals, institutions and governmental entities. Our focus is on providing investment advice through stringent research and a highly disciplined approach.

Related Articles

Putting a Recession into Context

In the face of elevated stock market volatility, rising US-China trade tensions,…

For Claire: A Maine Huts & Trails Story

Maine Huts & Trails provides outdoor excursions in beautiful Western Maine, boasting…