Daniel M. Mulkern, MBA

Dan serves clients as a Portfolio Manager and Research Analyst. Prior to founding Vigilant, Dan was a Vice President in the Mergers & Strategic Advisory Group at Goldman, Sachs & Co in New York. He advised corporations on a broad range of financial and strategic transactions, including public equity and debt offerings, mergers, acquisitions, divestitures … Continued

Scott D. Sorensen, CFA®

Scott serves clients as a Portfolio Manager and Research Analyst. He leads the firm’s Investment Policy Committee. Prior to founding Vigilant, Scott was a Vice President and Portfolio Manager at Fleet Investment Advisors where he managed investment portfolios for high net worth individuals, non profit organizations and institutional clients. Scott holds the Chartered Financial Analyst® designation … Continued

Jeffrey F. Carlisle, JD

Jeff serves clients as a Wealth Advisor. Prior to founding Vigilant, Jeff was a Vice President of Fleet Private Clients Group, where he worked exclusively with high net worth clients. Previously, he was an attorney at Preti, Flaherty, Beliveau & Pachios in Portland, Maine. He is a graduate of Chase Manhattan Bank’s Management Training Program. … Continued

Lawrence A. Blaisdell, CFP®

Larry serves clients as a Wealth Advisor and is the firm’s Chief Compliance Officer.  Prior to joining Vigilant, Larry served as President and CEO and was a member of the Board of Directors of Acadia Trust, N.A., a subsidiary of Camden National Corporation.  As CEO, he had overall strategic and operational responsibility for the firm’s … Continued

William F. Clifford, CFP®, CExP™

Bill serves clients as a Wealth Advisor. Prior to joining Vigilant, Bill was a Vice President and Wealth Management Advisor at People’s United Bank, where he worked with high net worth individuals and families. Bill received his BA from Providence College. He completed the Florida State University Financial Planning Program and is a CERTIFIED FINANCIAL … Continued

Christopher C. Penfield, CFP®

Chris serves clients as a Wealth Advisor. Prior to joining Vigilant, Chris was a financial planner for a Boston firm where he worked with high net worth individuals. Chris received his BS in Economics & Finance from Bentley University, completed the Boston University Financial Planning Program and is a CERTIFIED FINANCIAL PLANNER™. Chris is the … Continued

Hope W. Martin, CFP®

Hope serves clients as a Wealth Advisor.  She started her career at Brown Brothers Harriman & Co. working with high net worth clients, and was a Vice President at Banknorth Investment Management Group.  More recently she worked at Merrill Lynch Wealth Management, where she focused on wealth planning.  Hope earned her MBA in Paris, France … Continued

Izabela E. Hallett, CFP®, CIMA®

Izzy is responsible for client development.  Prior to joining Vigilant, Izzy was a Senior Regional Director at Chicago-based institutional investment firm, William Blair.  She was working with registered investment advisory firms, trust departments of banks and financial advisors optimizing client portfolios, educating clients on market conditions and increasing client relationships.  Izzy started her career at … Continued

James H. O’Connor, CFP®

James serves clients as a Wealth Advisor. Prior to joining Vigilant, James was Regional Sales Director for Columbia Threadneedle Investments, a global asset manager based in Boston, where he represented a diverse lineup of investments. Previously, James was Financial Advisor in Exeter, NH, where he helped families on the Seacoast achieve their financial goals. James … Continued

Micah B. Davis-Johnson, CFA®, CPA

Micah serves clients as a Wealth Advisor. Prior to joining Vigilant, Micah worked with high net worth individuals in both portfolio management and wealth planning capacities for a firm in the Portland area. Micah received his BS in Finance and Accounting and Master of Science in Accounting at Boston College. He began his career as … Continued