Our team of professionals have extensive experience working with wealthy families. Their guidance and expertise helps anticipate your needs and provide customized solutions to meet your needs.
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.
Bill's primary responsibility at The 1911 Trust Company company is the administration of client trusts and accounts.
Bill joined the firm in 2009 bringing his deep investment management background and industry experience, including more than 35 years of trust administration. Prior to joining The 1911 Trust Company, he served as chief operating officer and senior investment consultant at Punter Southall, LLC where he was responsible for the oversight and development of compliance, policy, investment strategy and client relationship management. He was a co-founder, chief operating officer, and portfolio manager of Prizm Capital Management, LLC, a structured finance firm focusing on the creation and management of collateralized debt obligations. His experience also includes working as a senior vice president at Liberty Fund Advisors and Stein Roe & Farnham, where he managed mutual funds, as well as institutional portfolios. Before joining Liberty in 1986, Bill was the head of the fiduciary fixed income department and a member of the asset liability and investment policy committees at The Boston Company.
Bill received his B.A. from Bowdoin 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 Chief Compliance Officer for the 1911 Trust, Maureen is responsible for the management and oversight of the company's operating and regulatory compliance program. She is responsible for identifying, evaluating, mitigating and reporting on compliance, financial and regulatory risks. Her role includes serving as the Bank Secrecy Act Officer and Security Officer. She is involved in matters of policy, risk and vulnerability assessment, security technology and practice, compliance and awareness training. She serves as a liaison to the company's regulators. In addition to her Compliance role, she participates in client relationship administration and the management of the company.
Maureen joined the company in 2009 with over 25 years of experience in compliance and relationship management roles in the financial services industry. Prior to the 1911 Trust, Maureen had a successful CPA career in the Boston office of Deloitte and Touche and served as controller and CFO for a number of local area startups where she participated in pre and post-IPOs. She also served as Financial Advisor with Waddell & Reed and is a formerly licensed Series 7 and 66 financial advisors.
Maureen has served on several private sector boards.
She earned her Bachelor of Science in business administration with a concentration in accounting from the University of Maine.
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.
Between 2006 and January 2014, Lei was at Rockland Trust Company, where she was the primary analyst for its quality large cap equity mutual fund and the portfolio manager for its dividend growth product. She had previously held senior analytical 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, as well as holds designations as 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.
Mr. Russo is the Director of Tax Services at The 1911 Trust Company, LLC.
Paul has over 10 years of public accounting, tax, and advisory experience, he is accomplished at working in close collaboration with trustees, investment advisors and other professional specialists in order to advise high net worth clients and their families on all of their financial, investment, estate and tax planning needs.
Paul received a BS in Corporate Finance and Accounting and an MS in Accountancy from Bentley University. He is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants (AICPA), the Massachusetts Society of Certified Public Accountants (MSCPA), the Boston Estate Planning Council (BEPC), and the Financial Planners Association (FPA). He is also a Certified Fraud Examiner (CFE) and a member of the Association of Certified Fraud Examiners (ACFE).
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.
James P. Totten
Neil R. Ayer, Jr.
Anne R. Ayer
Kevin L. Kavanaugh