Our Team

Kevin has over 30 years of experience holding leadership roles in the financial services industry and has extensive experience in portfolio strategy and family office management. Before joining The 1911 Trust Company in 2007, he served as the vice president of investments at CD Enterprises, an office which served as the family office for a Forbes 400 individual. Prior to this, he reported directly to the owner and CEO of RCI, a privately held company which employs more than 3,000 people in a dozen countries with an emphasis on strategy and financial management. His work at RCI started in 1989 as the director of investments and continued until the company was sold in 1996. During his tenure, revenues nearly tripled and the value of the company quadrupled. Kevin began his career in 1983 and worked as an investment advisor with Merrill Lynch where he excelled in retirement plans and business development.

Mr. Kavanaugh currently serves on the investment committees of the Sisters of St. Benedict and Marian University. He previously served as treasurer for both the St. Francis Hospital Foundation and Fatima Retreat House.

Kevin earned his B.S. in finance from Indiana University and his MBA from the University of Chicago.

As chief financial officer for The 1911 Trust Company, Jim is responsible for the accounting, tax, and financial functions. Jim also participates in evaluating and monitoring alternative investment opportunities and participates in the management of the company.

Jim joined the firm in 2007 and has over 30 years of experience in the investment and financial services industry. Prior to The 1911 Trust Company, Jim was one of three founders of Essex Enterprises LLC, a senior living developer, owner and operator in New England. While at Essex, he served as chief financial officer with responsibility for evaluation of potential development projects, execution of projects and corporate finance. He also served as the company's chief executive officer from 2001 until its successful sale in 2007.

Jim also served as a vice president of Advisory Capital Partners, a boutique investment banking firm, where he performed financial advisory assignments for biotechnology and manufacturing companies. Jim began his career at Salomon Brothers Inc. in New York where he held various positions in the mergers and acquisitions, merchant banking, and high yield groups.

Jim received an A.B. in economics from Harvard College.

Wendy is responsible for all legal services at The 1911 Trust Company and oversees estate planning, probate, trust administration and provides legal advice on various family topics.

Wendy joined the firm in 1989 and has over 30 years of experience in legal, estate planning and trust administration services. Prior to joining The 1911 Trust Company, she practiced law in California, specializing in estate planning and trust work. Today, she analyzes and coordinates sophisticated estate planning techniques and life insurance strategies for the firm's high-net-worth individuals. Taking a personal approach and relying on her extensive experience, she guides clients through the process from start to finish and currently serves as a trustee on over 50 accounts.

Wendy has served on the board of the Glen Urquhart School and is a past chair and trustee of the Hamilton-Wenham Public Library Board of Trustees.

She received her B. A. from Duke University and her law degree from Washington University in St. Louis, where she was awarded the American Jurisprudence Prize in Estate Planning. Wendy is a member of both the California and Massachusetts bars.

As Senior Trust Officer for The 1911 Trust Company, LLC, Maureen is responsible for client development and service. This includes ensuring each client is provided skilled wealth management, trust administration and tax preparation service. Maureen focuses on developing customized plans for clients that integrate all aspects of financial, trust, estate and tax planning.

Maureen joined the company in 2009 and has held leadership roles in the investment and financial services industry for over 30 years. Prior to her current role at 1911, she served as the Company's Chief Compliance Officer. Before joining the Company, Maureen was a financial advisor with Waddell & Reed serving high-net-worth clients. Maureen started her career as a CPA with Deloitte in Boston, Massachusetts.

Maureen is a member of the American Institute of Certified Public Accountants (AICPA), the Financial Planners Association (FPA), the global professional women's network Elevate and the Pipeline Angels.

Maureen earned her B.S. in Finance and Accounting from UMaine and Certified Public Accountant license in Massachusetts.

Lei is an investment professional with extensive knowledge in equity research and portfolio management. She is experienced in both high-net-worth and institutional investment management.

Lei joined the 1911 Trust Company in January 2014. Previously, she was an AVP/Research Analyst at Rockland Trust Investment Management Group, where she was the primary equity analyst for its quality large cap equity fund and the portfolio manager for its dividend growth product. She had previously held senior analyst positions at McKinsey & Company and Capital One. Lei received a Bachelor of Science from Beijing University of Technology and a Master of Science from Virginia Tech. She is a CFA® charter holder and a CFP® certificant, a Certified Financial Risk Manager and a Chartered Alternative Investment Analyst.

Ms. Qin is a member of the CFA Institute, the Boston Security Analysts Society, the Global Association of Risk Professionals, and the CAIA association.

Matt's primary responsibilities at the 1911 Trust company include identifying investment opportunities, reviewing individual asset allocations, and implementing strategies within family portfolios.

Matt joined the 1911 Trust in 2014 bringing over 10 years of experience working with high-net-worth and family office clients. Prior to joining the firm, Matt worked at Fidelity Investments, a Boston-based mutual fund company. He gained valuable experience with the Fidelity Family Office Services Group where he served as an investment analyst evaluating and implementing complex investment solutions for more than 40 family offices. Prior to that, he served as an account executive in the Fidelity Investments Danvers, MA branch office responsible for more than 400 high-net-worth households and $400m in client assets.

Matt earned a B.S. from Pennsylvania State University and holds both the Certified Financial Planner™ (CFP) and a Chartered Financial Analyst® (CFA) designations.

As the Tax Director, Charity is responsible for overseeing the overall function of the tax team which includes tax planning, preparation, filing and payments for our clients.

Charity joined the 1911 Trust Company in July 2022 with over 10 years of experience serving as a trusted tax advisor for both single and multi-family offices. Prior to joining the 1911 Trust, Charity worked for the Beacon Trust Company, where she gained valuable experience in international tax compliance. Prior to that, Charity served as a tax manager at a boutique multi-family office in Boston.

Charity earned a B.S. from Missouri State University and MS in both Taxation and Accountancy from Bentley University. She holds the Professional Certification of Certified Public Accountant (CPA) and is a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA).

As the Director of Finance for the 1911 Trust, Lisa is responsible for the oversight of the day to day trust accounting and operations as well as the partnership and tax accounting for the alternative investments, fund of fund accounting and reporting.

Lisa joined the 1911 Trust in 2006 bringing 7 years of public accounting experience in both the audit and tax functions. During this time, she worked with small business owners gaining tax and accounting experience with S corporations, limited liability companies and partnerships. In addition to public accounting she held a senior accounting position at the May Department Stores where she was in charge of the day to day accounting which included planning, forecasting and administering of over $ 100 million in annual expenses as well as ensuring balance sheet items were in compliance with GAAP.

Lisa received a BS in Accounting from Merrimack College. She holds the Professional Certification of Certified Public Account (CPA) and is a member of the American Institute of Certified Public Accounts (AICPA).

Michelle is responsible for the management and oversight of The 1911 Trust Company's operating and regulatory compliance program, which includes serving as the Bank Secrecy Act Officer, the Office of Foreign Assets Control Officer, and Security Officer. In addition, she acts as a liaison between the Company and regulators.

Michelle maintains and monitors the Company's policies, programs and procedures. She performs internal reviews using industry standards and regulatory guidance, which safeguards compliance standards are upheld. Additionally, she facilitates the BSA/AML, information security, and fraud prevention training program.

Michelle joined the firm in 2021 and has extensive knowledge and experience in the banking industry focused on regulatory compliance, internal audit, and change management. Prior to joining The 1911 Trust Company, she was the BSA and Compliance Analyst, Member of the SAR Committee, and Clerk of the Compliance Committee at The Savings Bank in Wakefield, Massachusetts and its subsidiary First Financial Trust.

Michelle received a Bachelor of Liberal Arts (ALB) Degree from Harvard University. She is an ACAMS Certified Anti-Money Laundering Specialist, and a 10-D Academy Certified Bank Information Security Officer. Also, she has been awarded the CFA Institute Investment Foundation Certificate and the ICBA Community Banker Compliance Certificate.

As the Relationship Manager, Amanda is primarily responsible for maintaining existing, as well as developing new client relationships.

In addition, Amanda supports the Trust Administration Team by reviewing trust accounts to be sure we are administrating them properly and overseeing all discretionary requests and approvals. She also assists the compliance department by reviewing daily transactions and partners closely with the accounting team to resolve any discrepancies. Finally, Amanda works closely will all new clients during the onboarding process to ensure a seamless transition from their previous providers.

Amanda joined the 1911 team in 2000, most recently serving as a trust accountant, where she handled monetary transactions for clients, client billpay and payroll, as well as the company accounts payable.

Amanda earned a B.S. Degree Lasell College.

Caleb has spent his entire career in the financial services industry after graduating in 1971 with a master's degree in business administration from the Amos Tuck School at Dartmouth College in Hanover, New Hampshire. From 1971 to 1981, he worked for the Bank of Boston in its commercial lending department rising to the level of vice president in the New England division with substantial responsibility for commercial lending to all sizes and types of companies (public and private) in the Commonwealth of Massachusetts.

In 1982, he joined the Ayer Family Office/Essex Street Associates as a full-time private trustee. He served this office some years prior to 1982 as a trustee and member of its investment committee. In his present capacity, he is deeply involved with Ayer family members and other families in their estate planning and investment objectives.

Mr. Loring currently serves as the lead trustee of the Amelia Peabody Charitable Fund and an active volunteer in various capacities with a number of non-profit charitable institutions including Gordon Conwell Theological Seminary and the Salvation Army. His other volunteer activities have included being the treasurer and a trustee of donations (investment committee) for the Episcopal Diocese of MA from 1985 to 2009. In addition, he serves as a director of the Fidelity Trust Company, Geode Capital Management, LLC and Holyoke Mutual Insurance Company. Mr. Loring also serves as the president of the Carter Family Corporation and a trustee of the Dumaine Family Trust and others.