Staying the Course


In the third quarter, the combination of a resilient US economy and massive investments in all things related to artificial intelligence, supported by fiscal easing and, more recently, monetary easing, continued to outweigh policy-related uncertainties.
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Best Places to Work in ME - Seven Years Running


We’re honored to share that Spinnaker Trust has been named one of the 2025 Best Places to Work in Maine for the seventh consecutive year!


Creating an environment where our team members feel valued and supported is central to who we are. This recognition reflects the dedication of our exceptional teammates and the culture they help build every day.


At Spinnaker, collaboration and innovation drive not only our workplace, but also the way we serve the multigenerational families and ESOP companies who place their trust in us.


We are proud of this achievement and grateful to our team for making Spinnaker a truly great place to work.
 

Meet Spinnaker's Newest Team Members 



We’re excited to welcome three talented professionals who recently joined Spinnaker Trust:


Forrest Hamilton has joined us as an Investment Analyst. He comes to us from RBC Capital Markets, where he was a Senior Associate covering the U.S. Large Cap Banking sector.


Beth Delano joined us in late August as a Relationship Administrator. She brings over 15 years of client service and operations experience in a multi-family office environment.


Jessica Allen became part of our Tax Team in September as a Fiduciary Tax Administrator. She has spent the past decade providing administrative support across various organizations, most recently at a local public accounting firm.


 

Updates from Our ESOP Group


October is Employee Ownership Month, a time to celebrate and educate around the power of employee ownership. In addition to their work with more than 70 ESOPs across the Northeast, our ESOP team is widely recognized as thought leaders in the field.


This fall, they'll be on the road attending and presenting at various conferences. On October 14, Jeannine, Laura, Chris, and Kelsey will attend the Maine ESOP's Fall Conference in Auburn. In November, Jeannine, Laura, and Serena will represent Spinnaker at Employee Owned 2025 in Las Vegas.


You can also catch them in the news! Laura recently collaborated with Jeff Zachau of Zachau Construction to co-author a column for Mainebiz titled How to Find a Succession Strategy That’s Right for You. The piece explores how Jeff approached continuity, culture, and legacy during a pivotal transition to employee ownership.

As always, our ESOP group is passionate about sharing expertise and supporting the growth of employee ownership, not just during Employee Ownership Month, but all year long. If you're curious to learn more about what they do, keep an eye out for upcoming events, articles, and insights.
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Spinnaker Experts to Preview 2026 Market Outlook


Tim Kaijala, Vice President and Deputy Chief Investment Officer, and Zak Smolkin, Esq., Senior Vice President and Chief Trust Officer, will be speaking at OceanView at Falmouth on Tuesday, November 25.


Their presentation, 2026 Financial Market Outlook – What It Means to You, will explore key themes shaping the coming year’s economic landscape, including reflections on 2025 market activity and insights to help navigate the expected (and unexpected) changes in 2026.
 
 
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Spinnaker Trust | 123 Free St | Portland, ME, USA, ME 04101 US

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