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The Journey Begins with You... and Your Team

Camden National Wealth Management's client-focused team includes many capable and experienced individuals who are here to learn about your unique financial objectives and create customized solutions to help you achieve your goals. We're ready to talk - call us at 800-224-5166 or send us an email .




Mary Beth Haut

Mary Beth Haut, CFP®
Executive Vice President & Managing Director
Camden National Wealth Management
207-775-4920
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Mary Beth Haut

Mary Beth leads the Camden National Wealth Management team in delivering comprehensive wealth management, investment management and trust services to individual and institutional clients. As the senior member of the relationship management team, she works with colleagues to develop and enhance relationships with clients. In her capacity as Executive Vice President and Managing Director, she oversees investment management, fiduciary, planning and administrative services, risk management and strategy.

Mary Beth has more than 25 years of wealth management experience. In 2016, she joined Camden National Wealth Management from Citizens Private Bank, the private banking division of Citizens Bank, where she was the market executive for the state of Massachusetts. Prior to that, Mary Beth served as division executive of the company’s wealth management arm. Her additional experience includes senior-level wealth management roles at Bank Boston and FleetBoston, now Bank of America. A Certified Financial Planner®, Mary Beth graduated from Colby College and lives in Portland. Mary Beth and her husband, Tom, have two children, Catherine and Thomas.






Stefan Iris

Stefan K. Iris, CFA
Chief Investment Officer
207-619-8617
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Stefan Iris Stefan K. Iris, CFA, has been a key member of Camden National Wealth Management’s investment team since 2010 and has more than 20 years of investment experience. In his role as Chief Investment Officer, Stefan directs long-term investment strategy for client investment portfolios. He is the senior member of the team managing Camden National Wealth Management’s investment management process, including asset allocation and proprietary and non-proprietary investment strategies. Stefan serves as Portfolio Manager for a select number of individual and institutional clients and is currently Chair of Camden National Wealth Management’s Stock Committee. He was previously Chair of the Fixed Income and Multi-Fund Committees.

Prior to joining Camden National Wealth Management, Stefan worked in the investment industry in Boston for 18 years for companies including Putnam Investment Management, John Hancock Investments and Acadian Asset Management.

Stefan holds the Chartered Financial Analyst designation, an MBA from the Sawyer School of Management at Suffolk University and a Finance degree from Northeastern University. He is a member of the Maine CFA Society and the Boston Security Analysts Society. Stefan and his family reside in North Yarmouth, Maine.








Kimberly Cullen

Kimberly J. Cullen, CFA, ChFC
Senior Vice President
Director of Portfolio Management
207-619-8602
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Kimberly Cullen Kimberly J. Cullen, CFA, ChFC joined Camden National Wealth Management as Vice President and Portfolio Manager in 2008. She brings with her more than 20 years of diverse experience in the financial services industry with a concentration in portfolio management and investment research. Prior to joining Camden National Wealth Management, she served in senior positions at local investment and insurance companies.

In her role as Senior Vice President, Director of Portfolio Management, Kim assists clients with the management of their investment portfolios and serves as a trusted advisor while supporting their overall wealth management objectives. She also serves as a member of the Camden National Wealth Management Investment Committee.

Kim earned a Bachelor of Science in Business Administration from the University of New England in Portland. She was awarded the Chartered Financial Analyst (CFA) charter in 2000 and the Chartered Financial Consultant (ChFC) designation in 1992. She is a past president of the Maine CFA Society. Kim and her family reside in Phippsburg, Maine.










Zachary D. Rubin
Senior Vice President
Client Advisor
207-828-4906
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Zach is a senior member of the Camden National Wealth Management team responsible for client acquisition, relationship management and the client experience. Zach works with individual and institutional clients to develop a thorough understanding of their preferences and needs. With the team, he delivers comprehensive wealth management services, incorporating investment management, trust and planning strategies to support clients in achieving their objectives.

Prior to joining Camden National Wealth Management, Zach worked in relationship management, business development and advisory roles with institutional clients for more than 20 years at Goldman Sachs, Morgan Stanley, and Deutsche Bank. He also has 15 years of concurrent experience serving as an independent trustee for a family with significant wealth.

Zach graduated from Colby College with an Economics degree. He lives in York with his family.






Marsha Connors

Marsha Osgood Connors, JD
Vice President, Senior Trust Officer
Relationship Manager
207-610-1969
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Marsha Connors Based in Ellsworth, Marsha works with investment and trust clients primarily in Mid and Down East Maine with additional responsibility for trust administration and staff oversight. Marsha has more than 15 years of trust, tax, and estate planning experience.

Prior to joining Camden National Wealth Management in 2008, she served as managing director and personal trust relationship manager for U.S. Bank National Association’s Private Client Group in Florida where she assisted high net worth retirees in tax and estate matters. Prior to her time in Florida, Marsha was a personal trust administrative officer and tax coordinator with Union Trust Company from 1995 to 1999.

Marsha holds a Bachelor of Arts in Political Science from Tufts University and a Juris Doctor from the University of Maine School of Law. She also completed the Heckerling Institute on Estate Planning with the University of Miami School of Law. Prior to that, she attended the American Bankers Association National Trust and National Graduate Trust Schools. In 1999, Marsha earned the Certified Trust & Financial Advisor (CTFA) designation. As a member of the bar in Maine and Florida, Marsha participates in the real property, probate, elder law, and tax sections in both states.






Lauren Epstein

Lauren H. Epstein, JD
Vice President, Senior Trust Officer
Relationship Manager
207-619-8624
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Lauren Epstein Lauren joined the Portland office of Camden National Wealth Management as a Senior Trust Officer in 2013. Prior to joining Camden National Wealth Management, Lauren was a practicing attorney at one of the largest law firms in northern New England, where she focused her practice on developing and drafting comprehensive estate plans, gift and estate tax planning, and probate administration. In addition, she advised clients regarding long-term care issues and navigating MaineCare and other public benefits programs.

At Camden National Wealth Management, Lauren works with investment and trust clients, as well as assisting with trust administration. Lauren also serves as a resource for clients who are concerned about the ever-increasing cost of long-term care, and makes sure their financial plans address their foreseeable needs.

A graduate of the University of Maine School of Law and State University of New York at Geneseo, Lauren is a licensed attorney in Maine, Massachusetts and New Hampshire. She is a member of the Maine Estate Planning Council and the Elder Law Section and Trusts and Estates Section of the Maine State Bar Association. Lauren serves on the executive board of VNA Home Health & Hospice as well as on the Strategic Planning Committee for Mercy Hospital.








Corey D. Buzzell, CTFA
Vice President, Client Advisor
Relationship Manager
207-775-4807
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In his role as Vice President, Client Advisor, Corey specializes in working with individuals, business owners and non-profits. He has extensive experience in trust administration and financial planning.

Corey has been working in Financial Services for over 15 years. Prior to joining Camden National Wealth Management in 2006, Corey worked with high net worth clients at Bank Of America Investment Services.

Corey earned his Bachelor of Arts degree in Economics from the University of Southern Maine. He also holds the Certified Trust and Financial Advisor designation from the American Bankers Association. He and his family reside in Baldwin, Maine.









Richard Wolfe

Richard R. Wolfe, CFA
Vice President
Portfolio Manager
207-828-4905
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Richard Wolfe Richard joined Camden National Wealth Management as Vice President and Portfolio Manager in 2010. His career of more than 25 years in the financial services industry includes senior positions in stock and bond securities analysis, portfolio construction, and risk management. Prior to joining Camden National Wealth Management, he was Senior Equity Securities Analyst with Zacks Investment Research. He has operated his own advisory firm and has been employed by several leading firms during his career, including Unum Group, Moody’s Corporation, and Ford Motor Credit Company.

As a Portfolio Manager, Richard personally advises clients, focusing on asset allocation and investment decision making within a context of overall wealth management. As a member of the Camden National Wealth Management Investment Committee, he contributes to the firm’s research and policy setting processes.

Richard has an MBA degree from New York University, where he majored in finance. His undergraduate work was done at Michigan State University, where he earned a Bachelor of Arts degree, majoring in economics. Studying in France, he earned the International Program Certificate of the leading French business school, HEC (École des hautes Études commerciales). He was awarded the Chartered Financial Analyst (CFA) professional designation in 1987. He has a demonstrated record of public service, serving as a Loaned Executive for United Way of Greater Portland and in the U.S. Peace Corps. Richard and his family reside in Cumberland Center, Maine.








Brenda Gatcomb

Brenda J. Gatcomb, AWMA®
Vice President
Portfolio Manager
207-610-1958
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Brenda Gatcomb Brenda is based in our Ellsworth office, and manages portfolios for investment and trust clients primarily in Mid and Down East Maine. Brenda has more than 26 years of account administration, retirement planning, and portfolio management experience

Brenda began her banking career with Union Trust in 1982, joining the Trust Department in 1986. In 1989 she joined the Trust Department of Bar Harbor Banking and Trust where she was responsible for recordkeeping and administration of the Employee Benefit plans. Brenda returned to Union Trust in 1999, continuing to specialize in Employee Benefit plans while also serving as Relationship Manager for personal investment management and individual retirement accounts. In 2004, Brenda moved from the administrative to the portfolio management team and continued in that role after the 2008 merger with Camden National Wealth Management.

Brenda has earned the Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor designations from the College for Financial Planning. She has attended Colby College in Waterville, Maine, and Husson University in Bangor and is currently continuing her education at the University of Maine.








Mike Kneff

Michael J. Neff, CFA
Vice President
Portfolio Manager
207-619-8611
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Michael J. Neff, CFA, joined Camden National Wealth Management as Vice President, Portfolio Manager in January 2017. He brings to Camden National Wealth Management over ten years of experience in Portfolio Management and Retail Banking. In his role as Portfolio Manager, Michael works with individual and institutional clients to tailor their investment portfolios to their specific needs considering their most important life and financial goals. He also serves as a member of Camden National Wealth Management’s Investment Committee.

Prior to joining Camden National, he was a Portfolio Manager for Key Private Bank where he managed investment portfolios for Private Bank clients nationally. Michael earned his Bachelor of Arts in English from Canisius College in Buffalo, New York. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Maine CFA Society. Michael lives in South Portland with his wife and two children.








Tori Stewart

Tori J. Stewart
Vice President
Project Manager
207-619-8615
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Tori Stewart

Tori joined Camden National Wealth Management in 2003. In her role as Vice President, Project Manager she supports the firm by compiling data, analyzing trends and assisting with the development and implementation of systems projects. Prior to joining Camden National Wealth Management, she served as a Loan Servicing Associate for Camden National Corporation. Tori earned her B.A. in Economics in 2001 from Clark University in Worcester, Massachusetts. She is a native of Rockport, Maine.












Sharon Labonte

Sharon B. Sesling-Labonte
Vice President
Fixed Income & Equity Trader
207-775-4936
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Sharon Labonte

Prior to joining the firm in 1997, Sharon spent several years working for Shearson Lehman Brothers in Boston before relocating to Maine and serving as an Operations Manager in the Portland office of Smith Barney. She gained additional experience as the Branch Administrative Manager with Paine Webber where she focused on regulatory compliance issues.

As Vice President, Fixed Income and Equity Trader for Camden National Wealth Management, Sharon is responsible for all trading activity. As a member of the investment team, she works closely with the research and portfolio management groups. Sharon is a member of the Boston Security Traders Association, past President of the Junior League of Portland, Maine, Inc. and currently serves on the Board of Directors of the Center for Grieving Children.

Sharon attended Northeastern University. She is a native of Brookline, Massachusetts.








Dan Toth

Daniel Cord Toth
Assistant Vice President
Senior Operation Administrator
207-828-4908
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Dan Toth

Daniel Cord Toth joined Camden National Wealth Management as Assistant Vice President, Senior Operations Administrator in February 2017. In his role as Senior Operations Administrator, Dan oversees the safekeeping of clients’ assets, accuracy of transactions and adherence with regulatory compliance. He supports technology integration within the context of process efficiency, and promotes innovation centered on the client experience.

Prior to joining Camden National Wealth Management, Dan was a Portfolio Manager at Key Private Bank, working primarily with trust accounts. Dan earned his Bachelor of Science in Finance from Syracuse University in Syracuse, New York. A native of Wells, Maine, he now resides in Portland.








Sara Gilmore

Sara M. Gilmore, CTFA
Administrative Officer
207-610-1967
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Sara Gilmore

Sara joined Camden National Wealth Management in October of 2008. Previously she had been a teller in the Bar Harbor branch of Camden National Bank since 2005.

In her role as Administrative Officer, Sara works closely with clients to coordinate transfers and information requests. She also assists the Relationship Management group in many daily administrative and accounting activities.

Sara earned her Bachelor of Science in Environmental Science from the University of Rhode Island. She is a native of Cranston, Rhode Island, now residing in Sorrento, Maine with her family.






Lisa Darling

Lisa C. Darling
Administrative Officer
207-619-8614
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Lisa Darling

Lisa joined Camden National Wealth Management in 1991, bringing with her more than 12 years experience working in the Trust Department at Casco Northern Bank. As an Administrative Officer, she works closely with clients to coordinate transfer and information requests. Lisa attended the University of Maine and is a native of South Portland, Maine.











Stephanie Hackett

Stephanie Hackett
Client Service Administrator
207-619-8603
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Stephanie Hackett Stephanie joined the firm in 2010. In her role as Client Service Administrator, she supports clients in their ongoing relationships by assisting with their day to day financial needs. As a consistent and reliable point of contact, Stephanie provides seamless coordination between clients and their wealth management team. She previously served in various administrative roles for Ameriprise Financial in Portland, Maine.Stephanie graduated from the University of Southern Maine and also attended the University of Maine at Orono. She resides in Saco, Maine with her husband.











Jennifer Scholz

Jennifer Scholz
Administrative Assistant
207-619-8605
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Jennifer Scholz Jennifer joined the team in 2016. She brings over 20 years of experience from a variety of industries, including municipal government and most recently title insurance. Jennifer also has a background in transcription, blogging and social media marketing.

Jennifer attended the University of Southern Maine, where she was a pitcher for the Huskies softball team. She currently resides in Portland.

















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Sharon Labonte

Prior to joining the firm in 1997, Sharon spent several years working for Shearson Lehman Brothers in Boston before relocating to Maine and serving as an Operations Manager in the Portland office of Smith Barney. She gained additional experience as the Branch Administrative Manager with Paine Webber where she focused on regulatory compliance issues.

As Vice President, Fixed Income and Equity Trader for Camden National Wealth Management, Sharon is responsible for all trading activity. As a member of the investment team, she works closely with the research and portfolio management groups. Sharon is a member of the Boston Security Traders Association, past President of the Junior League of Portland, Maine, Inc. and currently serves on the Board of Directors of the Center for Grieving Children.

Sharon attended Northeastern University. She is a native of Brookline, Massachusetts.