PORTLAND — Spinnaker Trust is pleased to announce the promotion of three client advisors to senior vice president: Eben Jose, CFA, client advisor and director of private markets, Laura Pfeiffenberger, ASA, ESOP client advisor, and Laura Kate McHugh, CFP®, client advisor.
“We are pleased to recognize the exceptional work and leadership of Eben, Laura, and Laura,” said Amanda V. Rand, Esq., president, CEO, and principal of Spinnaker Trust. “Their dedication to their clients, to our organization, and expertise in their respective practice areas have been instrumental in helping move our business forward and expand our services.”
Eben Jose, CFA, joined Spinnaker Trust in 2014. As a client advisor and director of private markets, Eben works directly with families to address their long-term investment needs and help achieve their financial goals. Additionally, he oversees the firm’s public and private alternative investments. Eben has more than a decade of experience working in finance and received his bachelor’s degree from Boston College.
Laura Pfeiffenberger, ASA, joined Spinnaker Trust in 2020 as an ESOP client advisor. Laura helps to provide her clients with comprehensive trustee services and serves the firm’s more than 60 ESOP clients. Laura has over two decades of experience in valuing privately-held companies for a variety of purposes, including ESOP administration services. Laura received her bachelor’s degree from Wesleyan University and her MBA and MSA from the University of Southern Maine.
Laura Kate McHugh, CFP®, joined Spinnaker in 2017. As a client advisor, Laura collaborates with clients to define their vision, build wealth, and protect it. As part of a team of investment, tax, trust and estate planning experts, she helps clients set a path to reach their financial goals. Laura has more than a decade of experience in portfolio management. She received her bachelor’s degree from Bentley University and an MBA from the University of Southern Maine.
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 2000, 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 http://www.spinnakertrust.com.