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Jeff Carlisle

Founder & Principal

Vigilant Wealth Management

United States, Maine, Portland

About Me

Jeff is a Principal and Founder and serves clients as a Wealth Advisor. He is a member of the firm’s Executive Committee and Wealth Advisory Committee. Prior to founding Vigilant, Jeff was a Vice President of Fleet Private Clients Group, where he worked exclusively with high-net-worth clients. Previously, he was an attorney at Preti, Flaherty, Beliveau & Pachios in Portland, Maine. He is a graduate of Chase Manhattan Bank’s Management Training Program. Jeff is a former board member of the Maine Chapter of the March of Dimes and the Falmouth Little League. Jeff earned his J.D. from the University of Maine School of Law and an A.B. in English from Dartmouth College. He graduated from Ph

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Profile Information

Founder & Principal

Vigilant Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Portland

Maine

United States

Jul 30, 2024

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