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 is a Corporator of both Anna Jacques Hospital and the Newburyport Five Cent Savings Bank. Additionally, Jean sits on the Anna Jacques Hospital Finance Committee and the Town of West Newbury Investment Policy Committee.  Jean also sits on the Executive Boards of both the Merrimack Valley Estate Planning Council and the Essex County Estate Planning Council. 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

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