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… area has helped Jim distinguish himself as a lender known for helping people own and stay in their homes. Jim earned a … their two sons there. Jim is actively involved in the community and has served as President of the Wareham Community Associates, board member of the Gleason Family …
… in 2012. Prior to that he worked as an equity analyst for an insurance company. Craig holds degrees in Finance and Economics from …
… Cape Cod 5’s Wealth Management team, Ben was responsible for and oversaw all taxable fixed income trading within the Private Bank at his previous … has extensive background and knowledge in managing fixed income instruments and their role in the total portfolio …
… Dennis NMLS# 423203 688 Main Street South Dennis, MA 02660 Office: 508-247-2285 Mobile: 774-487-0861 Fax: … After earning an Associate of Arts degree from Cape Cod Community College, Dawn received a Legal Assistant … title insurance. Dawn previously served as a board member for the Dennis Chamber of Commerce and enjoys …
… Serving Chatham NMLS# 543824 548 Main Street Chatham, MA 02633 Office: 508-247-2138 Mobile: 774-487-0863 Fax: … education includes Boston State College, prior to it becoming University of Massachusetts Boston, and language … volunteers her time to teach homebuyer education classes for the Community Development Partnership in Eastham and the …
… of Cape Cod 5. Dan is a graduate of the New England School for Financial Studies at Babson College and also received a …
… Investment Officer after a successful career in the fixed income asset management division of a leading national … New Hampshire. She brings extensive experience in fixed income portfolio analysis, investment research and trading. … Certified Financial Planner exam, making her a candidate for the CFP® certification. Nancy grew up on the New Jersey …
… (HAC) in Hyannis and is a liaison to the Mashpee Affordable Housing Committee. Darin also serves on the Cape Cod Baseball League Board and Executive Committee and is the General Manager for the Bourne Braves. …
… Officer, Estate Settlement. In her role, Christine leads efforts to provide guidance and support to clients navigating the complexities of estate settlement and asset transitions. As … Planning Council of Cape Cod. She is actively involved with Community Autism Resources. Christine grew up on Cape Cod …
… management began more than twenty-five years ago. Before joining Cape Cod 5 Trust and Asset Management, he was a … of a local financial institution, where he was responsible for over 250 million dollars in client assets. Michael … one of the highest achievements in the investment community. He is a member of the Chartered Financial Analyst …
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