CoverProfile

Jean Trim

Principal & Portfolio Manager

Vigilant Wealth Management

United States, New Hampshire, Portsmouth

About Me

Jean serves clients as a Portfolio Manager and she is a member of the firm’s Investment Policy Committee. Prior to joining Vigilant in 2011, Jean spent 18 years at U.S. Trust, Bank of America Private Wealth Management in Boston. For 11 of those years, Jean served clients as a Senior Vice President and Senior Portfolio Manager, working exclusively with high net worth individuals and families. Jean sits on the Board of Directors of Newburyport Bank, BILH – Anna Jacques Hospital, as well as the Newburyport Art Association where she serves as Board President. Jean is also a member of the Town of West Newbury Investment Policy Committee. Jean earned her MBA from the McCallum Graduate School of

View more

Profile Information

Principal & Portfolio Manager

Vigilant Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Portsmouth

New Hampshire

United States

Jul 11, 2024

More profiles to browse

Profile Photo
Jeff Carlisle
Founder & Principal
Profile Photo
Laura Daskoski
Managing Director
Profile Photo
William Clifford
Principal & Wealth Advisor
HW
Hope W. Martin
Principal & Wealth Advisor

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
RD
Russ Degitz
Principal
Huntington University