CFA Society Maine, a Portland, Maine-based chapter of the CFA Institute, promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions. Our members are committed to shaping an investment industry that serves the greater good and always placing our clients' interests above our own. To learn more or find a CFA charterholder, visit our website at https://www.cfasociety.org/maine.

CFA Society Maine

Marketing Consultant

Marketing Director

Marketing & Brand Officer

Project Specialist

Private Wealth Portfolio Analyst

Trust Real Estate Associate

Insurance Specialist/ Supervising Agent

Financial Advisor Intern/Trainee

Senior Portfolio Manager

Board Member

Director of  Investments

Manager of Investments

Senior Investment Analyst

Investment Analyst

Enlisted Soldier / 88M Motor Transport Operator

Assistant Football Coach

Financial Advisor

Business Analyst

Corporate Audit Analyst

Corporate Audit Intern

Senior Strategic Advisor for Business Development

Team Member

Fellow

Vice President / Board Member

Senior Advisor

CEO & CIO

Investment Committee Member

Fund Advisor

Board Member and Treasurer

Senior Financial Advisor

Committee Member

Chief Investment Officer (former)

Adjunct Professor

Portfolio Manager

Manager, Pensions and Investments

Analyst

Head Of Corporate Trust Department

Assistant Treasurer

Associate Portfolio Manager

Portfolio Administrator

Hedge Fund Administrator

Bank Teller

Snowmaker

Cook

Automotive Technician

Head Counselor

Our company specializes in plan participant-level asset management services. This page provides routine articles and resources that may be of interest to the plan participants, plan sponsors, and plan vendors who we service.  Areas of special interest are:Cash ManagementInvestment PlanningTax PlanningRetirement PlanningEstate PlanningRisk ManagementEconomicsArticles of interest to those in our target client bases, including people who work in the fields of Education, Healthcare and GovernmentDisclosure:   Penobscot Wealth Management d/b/a Penobscot Financial Advisors is an SEC Registered Investment Advisor.  Please visit our website https://penobscotfa.com/disclosure-privacy-policy/ for important disclosures.

Penobscot Financial Advisors

Founder and Chief Investment Officer

Investment Adviser Representative

Financial Planner

Financial Planning Associate

Administrative Assistant

Technologist

Program Manager

Managing Principal & Financial Advisor

Corporate Finance Intern

Chief Operations Officer & Chief Compliance Officer

Chief Compliance Officer

Operations Manager

Disability Benefits Specialist

Associate Financial Advisor

Account Manager

Hedge Fund Accountant II

Hedge Fund Accountant

Risk & Control Intern

Investor Services Intern

Branch Manager

Pretrial Case Manager for Kennebec County

Drug Court Liaison

Group Fitness Instructor

Director, Lead Generation

Senior Manager, Integrated Marketing

Manager, Creative Services

Writer, Creative Services

National Processing Coordinator & Daily Sales Report Specialist

Financial Advisor Admin

Summer Intern

Client Success Manager

Client Relations Specialist

Rackspace MailGun

Outlook

Google Dynamic Remarketing

Google Tag Manager

Typekit

YouTube

Stone Coast is a Maine-based investment company that offers services such as  accounting, regulatory and compliance for businesses.

Senior Cash Services Representative

Group Manager-Investor Services

Private Equity Accountant

Group Manager - Fund Accounting

Stone Coast Fund Services

Google Font API

Mobile Friendly

Nginx

WordPress.org

Remote

At KeyBank we've made a promise to our clients that they will always have a champion in us. To deliver on our promise, we're committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.Headquartered in Cleveland, Ohio, KeyCorp is one of the nation's largest financial services companies. Key Companies provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.Follow along for business and industry insights, expert advice and more resources to help you achieve your financial goals. KeyCorp is an Equal Opportunity and Affirmative Action employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.KeyBank is Member FDIC. Equal Housing Lender. Credit applications are subject to credit approval.

APDP PCA Trainee

KeyBank

Akamai

Akamai DNS

Brightcove

Adobe Marketing Cloud

Omniture (Adobe)

Atlassian Cloud

Sugarloaf Mountain Resort in Maine, USA is one of the top year-round destinations in New England. Sugarloaf is the largest ski area east of the Rockies. Our trails and glades spread across Sugarloaf Mountain, Brackett Basin and Burnt Mountain. Additionally, the resort offers many winter activities including skiing, snowboarding, tubing, nordic skiing, snowshoeing, concerts, slopeside lodging and terrain parks. Summer offerings include golf, hiking, mountain biking, moose view tours plus facilities to host conferences and weddings.

Sam Chaplin

Board Member at CFA Society Maine

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CFA Society Maine

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