Your team of dedicated experts—here to help you plan with confidence.

Meet the Team

Leadership

Michael Hakoun, CEPA

Executive Vice President, Chief Wealth Management Officer

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Douglas B. Phillips, CFA

Senior Vice President, Chief Investment Officer

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Margie Arbuckle-Morrill, CTFA, CISP

Senior Vice President, Director of Compliance

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Kathy LeClair

Senior Vice President, Director of Private Banking

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Alex Bacon

SVP, Director of Wealth Operations

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Scott Coulter, CFP®

Chief Wealth Planning Officer

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Portfolio Managers

Jon E. Molesworth, AIF®

Senior Vice President, Director of Investment Services and Senior Portfolio Manager

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Jeff Gendron, CAIA, CEPA, Chartered SRI Counselor™

Senior Vice President, Senior Portfolio Manager and Investment Strategist

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Thomas Hudson, CFA

Senior Vice President, Senior Portfolio Manager and Investment Strategist

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Devin Cowette

Senior Vice President, Senior Portfolio Manager and Investment Strategist

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Karen Crump

Vice President, Senior Portfolio Manager

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Jeffrey Trombly

Vice President, Senior Portfolio Manager and Medicare Specialist

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Financial Advisors

Timothy Allen, CTFA

Vice President, Senior Financial Advisor

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Daniel Emanuele

Senior Vice President, Senior Financial Advisor & Healthcare Specialist

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Jennifer Fowler

Vice President, Senior Financial Advisor

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Grady L.M. George, JD

Senior Vice President, Senior Financial Advisor

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Walter W. Goss, III

Vice President, Senior Financial Advisor

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Valerie J. Nevel, Esq.

Senior Vice President, Senior Financial Advisor & Fiduciary Consultant

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Susan Renaud, CFP®, CEPA

Senior Vice President, Senior Financial Advisor & Business Transition Planning Specialist

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Amy Tardiff, CTFA

Vice President, Senior Financial Advisor

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Deanna C. Wilson, CTFA, CFP®

Senior Vice President, Senior Financial Advisor

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Stephen O’Callaghan, CLU®, ChFC®

Senior Vice President, Senior Financial Advisor, Osaic Institutions

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Non-deposit investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.

How can we help you plan for what's next?

Let’s talk about how Ledyard Bank can support your financial journey. Contact us or open an account today—it’s fast, easy, and all about you.

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