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… has extensive knowledge and expertise helping commercial customers achieve their financial goals. In her role as … and handles all facets of commercial lending. Prior to joining Cape Cod 5 in 2010, Donna worked as a lender and a commercial credit analyst. She earned a bachelor’s degree from the …
… February 2, 2024 The best approach to financial wellness is step-by-step; one good habit … saving for education expenses Jim Curran Financial Know-How Program Manager Jim joined Cape Cod 5 in 2018 and has … of Finance, a two-year program offered by the Massachusetts Bankers Association and hosted at Babson College. Jim is an …
… Review Q1 2019 Market Review - Second Quarter 2018 The stock market experienced a turbulent second quarter as … from tariff-related volatility. Industrial stocks, however, were hit disproportionately hard. The technology … on the performance of the largest sector by market-cap. Standard and Poor’s (owners of the S&P 500 index) announced …
… investment advice and portfolio management services to Cape Codders for well over three decades. In the course … of macroeconomics and current events. After attending Boston Latin School and Suffolk University, Rob earned a … BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • …
… November 5, 2025 Veterans Day is a special time to honor those who have served our country, but there are many ways to show gratitude beyond a simple "thank you." Supporting … you can donate goods for these care packages at any of our Banking Centers from November 10-22, 2025 . Just remember to …
… New York, and San Francisco, Jonathan returned home to Cape Cod with his family in 2002. Jonathan co-founded and … clients’ assets, ensuring their portfolios are optimized to meet their financial goals. Jonathan is on the board of … BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • …
… financial services industry. She works closely with clients to understand their individual goals and develop thoughtful, personalized strategies to help them build, preserve, and manage their wealth. Jesse … BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • …
… trust administration and residential real estate conveyance to her role as Senior Wealth Management Officer, Estate Settlement. In her role, Christine leads efforts to provide guidance and support to clients navigating the … BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • …
… at data analysis and the design of proprietary research tools. After graduating from Rosemont College with a degree … Business Administration, Nancy pursued several designations to expand her financial expertise. She has earned the highly … BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • …
… October 4, 2023 At any age, getting your personal affairs in … and loans such as your mortgage, car and student loans and credit cards. Medical affairs: document your medical history, …
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