Jean L. Trim, MBA

Jean serves clients as a Portfolio Manager and she is a member of the firm’s Investment Policy Committee.  Prior to joining Vigilant in 2011, Jean spent 18 years at U.S. Trust, Bank of America Private Wealth Management in Boston. For 11 of those years, Jean served clients as a Senior Vice President and Senior Portfolio Manager, working exclusively with high net worth individuals and families.

Jean sits on the Board of Directors of the Newburyport Five Cents Savings Bank as well as the Finance Committee at Anna Jacques Hospital.  Additionally, Jean is a member of  the Town of West Newbury Investment Policy Committee.  Jean earned her MBA from the McCallum Graduate School of Business at Bentley University and a BS in Finance with a minor in Political Science from Merrimack College. Jean lives in West Newbury, MA with her husband, Chris, their daughter, Sarah, and their sons, Austin and Robert.