Bar Harbor Wealth Management
Since 1887, we’ve been providing our clients with wealth management solutions to help preserve, manage, and build their wealth. We offer a wide variety of services including Investment Management, Trust Services, Estate Planning, Charitable Planning, Financial Planning, Retirement Planning, Tax Planning, Municipal Services, and a Family Office.
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Verified contacts
12
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- HA
Halie Alosky
Vp- Wealth Manager · Finance & Accounting
EmailPhone - JT
John Testa
VP & Senior Portfolio Manager · Finance & Accounting
EmailPhone - MK
Maureen Kimball
Senior Vice President, Senior Wealth Manager · Finance & Accounting
EmailPhone - JM
Joseph M. Pratt
Senior Vice President, Senior Wealth Manager, Maine Team Leader · Finance & Accounting
EmailPhone - RF
Rob F.
Wealth Manager · Finance & Accounting
EmailPhone - BV
Beverly Veilleux
Sr Wealth Administrator · Other
EmailPhone
Showing 6 of 12 verified contacts
Top roles at Bar Harbor Wealth Management
11 distinct titles indexed · top 10 shown.
- 2wealth administrator
- 1investment committee chair
- 1portfolio manager
- 1senior vice president, senior wealth manager
- 1senior vice president, senior wealth manager, maine team leader
- 1senior wealth manager, svp
- 1sr wealth administrator
- 1svp, senior portfolio manager - investment administration coordinator
- 1vp & senior portfolio manager
- 1vp- wealth manager
- +1more titles
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