Spinnaker Trust welcomes two new assistant portfolio managers

James and Phelps join the Portland prosperity management agency 

PORTLAND Spinnaker Belief has employed two new assistant portfolio professionals – Taylor V. James and David Phelps, as the firm carries on to create its capability to perform closely with consumers and their families to realize their wealth preparing plans. 

James arrives to Spinnaker Have confidence in with a decade of working experience in wealth management. She joins Spinnaker Have confidence in from Vigilant Money Management LLC in Portland, the place she was a client romantic relationship affiliate. Prior to that, Taylor was at 1st Republic Bank Non-public Prosperity Administration in Boston, in which she worked as a shopper company affiliate. Taylor acquired her B.A. from Dickinson College or university.