AMG Group Photo

Front Row – Left to Right: Mary Leavitt, Jennifer Cook, Jacob Ouellette
Back Row – Left to Right: Brian Bernier, Michelle Wickham and Kurt Garascia

meet the asset management team


team leader

Jennifer Cook, CTFA
Senior Vice President & Senior Trust Officer

Jennifer joined Norway Savings Bank in 2005 and has been working with trust and investment management clients for 25 years. Her area of expertise includes estate and financial planning for individuals and nonprofits. Jennifer graduated from the University of Maine with a Bachelor of Science in Marketing. She attended Cannon Financial Institute and graduated from the Personal Trust Program in 1996 and Personal Trust Graduate Program in 2008. Jennifer earned her designation as a Certified Trust and Financial Advisor (CTFA) in 1997. She is a past Board member of the Alzheimer’s Association of Maine and is currently serving on the Board of Trustees for Seventy-Five State Street as well as the Finance and Human Resource committees. She is also a member of the Maine Estate Planning Council.


investment team

Kurt C. Garascia, CTFA
Vice President & Investment Officer

Kurt has worked in the investment industry since graduating from The Maine School of Business at the University of Maine with a Bachelor of Science in Business Administration and Finance in the class of 2000. Kurt earned his designation as a Certified Financial Trust Advisor (CTFA) in 2003. His role with the Asset Management Group encompasses investment research, individual security selection, and the ongoing management of portfolios. Kurt is an active volunteer, working with the United States Tennis Association and the New Meadows Watershed Project in Casco Bay.

Brian J. Bernier, AIF®
Vice President & Investment Officer

Brian has been with Norway Savings Bank for 15 years serving in leadership positions where he has supported the growth of the bank throughout southern Maine. With over 20 years in banking, Brian is skilled at providing exceptional service to help clients achieve their financial goals. Brian graduated from the University of Southern Maine in 1995 with a Bachelor of Science in Business Administration and a minor in Economics. Brian also graduated from the New England School of Financial Studies in 2012 and earned his Accredited Investment Fiduciary designation in 2015. Brian serves on the Board of Directors for Port Resources in South Portland. Brian’s volunteer activities include the University of Southern Maine Corporate Partners Program, and the Maine Children’s Cancer Program where Brian helps raise money and awareness for children with cancer.

Jacob Ouellette, SIPC
Investment Associate

Jacob joined Norway Savings Bank in the spring of 2014. He received his Bachelor of Arts degree from Saint Anselm College in Manchester, NH majoring in International Business and Finance with a minor in Communications and Human Studies. He brings 3 years of lending and mortgage experience, and a passion for customer service and relationship growth. Prior to his time here at Norway Savings, Jacob worked with several emerging market start-ups and technology firms in Panama City, Panama. He is a member of the Saco/ Biddeford Chamber of Commerce, Propel Portland, and volunteers on the York County Committee of Habitat for Humanity. In 2016 Jacob earned his Sustainable Investment Professional Certification (SIPC) through Concordia University in Montreal, Quebec Canada.


fiduciary team

Mary Leavitt, CSOP, CTFA
Vice President & Senior Trust Officer

Mary has thirty years of experience in trust and fiduciary services. She began her career in Trust Operations before becoming a Trust Officer. She is a graduate of New England School of Banking Trust Division and holds an Associate Degree from Southern Maine Vocational Technical Institute. Mary earned her Certified Securities Operations Professional designation (CSOP) in 1998 and her Certified Trust and Financial Advisor (CTFA) designation in 2003. Mary is a member of the Maine Estate Planning Council, serves on the Maine Bankers Trust and Wealth Management Committee, and is a member of the Finance Committee for United Way of Androscoggin County.

Michelle O. Wickham
Trust Associate

Michelle joined Norway Savings Bank in the winter of 2011. She is originally from the Philippines. She graduated with high honors from the University of Southern Maine in 2016 with a Bachelor of Science degree, majoring in Accounting. She brings 5 years of retail banking experience and dedication in providing exceptional customer service.

 


set up an appointment

When you are ready for personalized investment and fiduciary services from people you know and trust, contact AMG to set up an appointment that is convenient for you or speak with any Norway Savings Bank representative.

Phone: 207.482.7920 or 1.888.725.2207

E-mail: AMG@norwaysavingsbank.com