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.
Jennifer Lloyd Mirabile, CFP®, CWS®
Executive Vice President
Jennifer 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.
For more than 30 years, Jennifer has served in senior wealth management, private banking and relationship management roles, including over 20 years with Key Private Bank as Senior Relationship Officer. She joined Camden National from People’s United Wealth Management, where she was Senior Vice President and Senior Wealth Advisor for the state of Maine. A Certified Financial Planner™ (CFP®) and Certified Wealth Strategist® (CWS®), Jennifer is a graduate of Bates College and lives in Rockport with her husband. and two children.
Active in the community, Jennifer serves on the Board of the Penbay YMCA, and is a member of the Town of Rockport Economic Development Committee, the Finance Committee for United Mid Coast Charities and the Maine Medical Center Community Ambassador Council.
Stefan K. Iris, CFA
Senior Vice President
Chief Investment Officer
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.
Stefan serves as a director on the board of 317 Main Community Music Center in Yarmouth, Maine, and as an appointed member of the State of Maine Trust Fund Investment Advisory Committee.
Kimberly J. Cullen, CFA, ChFC
Senior Vice President
Director of Portfolio Management
Kimberly J. Cullen, CFA, ChFC joined Camden National Wealth Management in 2008. She has more than 30 years of diverse experience in the financial services industry with a concentration in portfolio management and investment research.
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 clients’ overall wealth management objectives. She also serves as a member of the Camden National Wealth Management Investment Committee. Prior to joining Camden National Wealth Management, she served in senior positions in investment management roles at TD Wealth Management, R.M. Davis and Unum.
Kim earned a Bachelor of Science in Business Administration from the University of New England. She holds the Chartered Financial Analyst (CFA) and Chartered Financial Consultant (ChFC) designations. Kim is a past president of the Maine CFA Society. Kim and her family reside in Phippsburg, Maine.
Stephen B. Olore
Senior Vice President
Director of Technical Research & Analysis, Senior Portfolio Manager
Stephen B. Olore, Senior Vice President, is Camden National Wealth Management’s Director of Technical Research & Analysis, Senior Portfolio Manager. Steve has 30 years of experience managing personal wealth for individual clients as well as managing investment portfolios for Institutions, Non-Profits, Foundations, Municipalities, Universities and Trusts. In his role as Director of Technical Research & Analysis, Senior Portfolio Manager, Steve shapes investment strategy through trend and market analysis within a variety of asset classes, resulting in actionable investment opportunities within and as complement to our rigorous fundamental investment process. He also continues to serve as Senior Portfolio Manager for some of our individual and institutional clients, building customized investment portfolios to achieve their goals and objectives.
Prior to joining Camden National Wealth Management, Steve worked at People’s United Bank Wealth Management where he was a member of their U.S. Equity Research Committee and part of the team responsible for their proprietary Large Cap Core and Equity Income Plus strategies. Prior to that, Steve was Founding Partner of Frederick Capital Partners, a Maine based Hedge Fund; Winslow Evans & Crocker, a private investment firm; and began his career in 1989 with Shearson Lehman Brothers.
Steve received his B.S. degree in Finance from Fairfield University. He is a member of the Association for Chartered Market Technicians (CMT). Steve and his family reside in Scarborough, Maine.
Marsha Osgood Connors, JD
Senior Vice President
Director of Fiduciary Services
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, Marsha 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. Earlier, Marsha was a personal trust administrative officer and tax coordinator with Union Trust Company.
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. Marsha holds the Certified Trust & Financial Advisor (CTFA) designation. As a member of the bar in Maine and Florida, Marsha she participates in the real property, probate, elder law, and tax sections in both states. Marsha lives with her family in Bangor, Maine.
Lauren H. Epstein, JD
Senior Vice President
Director of Client Services
As Senior Vice President, Director of Client Services with Camden National Wealth Management, Lauren manages relationships with individual and institutional clients. Her experience in planning and administration has built a strong foundation for the advice she provides to clients. Prior to joining Camden National Wealth Management, Lauren was an attorney at Bernstein Shur, where she focused her practice on developing and drafting comprehensive estate plans, gift and estate tax planning, and probate administration.
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. She serves on the Board of Trustees of the Portland Public Library and is a Corporator for Northern Light Health. Previously, she served on the executive board of VNA Home Health & Hospice as well as the Board of Trustees of Mercy Hospital. Lauren and her family live in Portland, Maine.
Edmund S. Muskie, Jr.
Senior Vice President
Senior Wealth Advisor
Ned joined Camden National Wealth Management as a Senior Wealth Advisor in 2021.
Prior to joining CNWM, Ned was a Senior Advisor at Bernstein Private Wealth Management and a Managing Director at U.S. Trust. Throughout his fourteen years within the Wealth Management industry, Ned has thrived on supporting the passion and creativity of his clients. Ned has cultivated meaningful relationships with many families sustaining the multi-generational wealth, vision, and legacy. Ned earns his clients trust through his integrity, his natural curiosity, and his ability to ask the right questions, as well as, connecting them to resources who will aid them in their business or personal goals.
Ned has also had significant experience within the banking industry, having worked in senior roles with Bank of America, Wachovia Bank, and HSBC Bank over the span of twenty years. Ned has served on numerous boards, including the Edmund S. Muskie School or Public Service at the University of Southern Maine, and he regularly volunteers with the Capital Area Food Bank and Children’s National Hospital.
Ned graduated from Duke University where he majored in Political Science and Economics. Ned was also a member of the varsity golf team at Duke and still competes in amateur golf tournaments.
Audrey Klein-Leach, CTFA
Senior Trust Officer and Relationship Manager
Based in Camden, Audrey works with investment and trust clients throughout Mid Coast and Central Maine. Prior to joining Camden National in 2018, Audrey was a Vice President, Trust Relationship Manager for Columbia Trust Company in Salem, Oregon.
Audrey has over twenty-five years of experience in relationship management, estate administration and high level planned giving from her work as Vice President and Trust Officer at U.S. Trust and Bank of America Private Wealth Management as well as her institutional work with Oregon State University Foundation, Worcester Polytechnic Institute and the Greater Worcester Community Foundation.
Throughout her career, Audrey has worked on many complex estate, legacy planning and charitable gift matters, and thoroughly enjoys working with individuals, families and institutions to understand and advance their goals and objectives.
Audrey holds a BA from Wheaton College (MA), and a Masters from Yale University. She is a Certified Trust and Financial Advisor (CTFA) and currently is working to obtain her Certified Financial Planner (CFP) designation. Audrey has served on many not-for-profit boards including Lumina in Corvallis, Oregon, Princeton Historical Society and the Estate & Business Planning Council of Worcester, Massachusetts.
A resident of Belfast, Audrey enjoys gardening, knitting, swimming and choral singing when not sailing with her husband on Penobscot Bay.
Mark R. Andrews, CTFA
Senior Trust Officer & Relationship Manager
Mark Andrews, CTFA, Senior Trust Officer and Relationship Manager, brings nearly 30 years’ experience in wealth advisory services to our clients, including complex trust and estate administration. Based in Portland, Mark works with investment clients primarily in Southern Maine and New Hampshire to provide comprehensive advice, incorporating tax, trust and charitable considerations to each individual situation. Prior to joining Camden National Wealth Management in 2020, Mark served as Vice President and Trust Team Lead at Huntington National Bank in Michigan, and spent 24 years with the JPMorgan Private Bank in its Chicago and Michigan offices as an Executive Director and Senior Trust and Estate Officer where he enjoyed assisting ultra-high net worth families with complex tax and trust and estate administration issues. Prior to his banking career, Mark applied his foreign language skills by resettling Russian immigrants in Chicago, working as a translator at Michael Reese Hospital, Chicago, and as a proofreader at Ardis Russian Publishing in Ann Arbor, Michigan.
Mark holds a B.A. in Russian Language and Literature and Russian and East European Studies from the University of Michigan, and attended the University of Illinois at Chicago’s John Marshall Law School where he completed core coursework towards a J.D. Mark received his Certified Trust and Financial Advisor (CTFA) designation from the ABA National Graduate Trust School and the ABA National Trust School at Northwestern University. Mark previously served on the boards of the Western Michigan Estate Planning Council, the Southwest Michigan Estate Planning Council and the Irving S. Gilmore International Keyboard Festival.
When not singing or performing with musical groups, Mark enjoys reading, skiing and kayaking. Mark and his wife, Karen, live in Scarborough, and look forward to spending time with their three grown children on their visits to Maine.
Richard R. Wolfe, CFA
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 J. Gatcomb, AWMA®
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.
Patrick White-Thomson, CFA, CAIA
Patrick White-Thomson, CFA, CAIA, in his role as Vice President and Portfolio Manager, works with clients to develop customized portfolios based on their goals, objectives and risk tolerance. In addition, as a member of the Investment Committee, he helps to shape the firm’s investment policy, and participates in the group’s individual security selection process and market research initiatives.
Patrick brings over ten years of experience in the financial services industry to his role, most recently as a Senior Portfolio Manager with Holly Street Wealth Advisors, a boutique investment firm in Pasadena, California. Prior to that he was the Senior Portfolio Manager in charge of research at Osher Van de Voorde Investment Management and has experience working in the private client groups of both Merrill Lynch and Morgan Stanley.
Patrick is a CFA charterholder and has also earned the Chartered Alternative Investment Analyst (CAIA) designation. He graduated from the University of Rochester with a bachelor’s degree in History. He also has a Master’s degree from D’Youville College. In his spare time, Patrick enjoys hiking, biking, reading and writing.
Tori J. Stewart
Senior Finance & Operations Officer
As a senior member of the Camden National Wealth Management team, Tori makes leadership contributions in the areas of financial management, the client experience, administrative services and risk management. Through business analysis and vendor management, she helps to shape and steer technology and process innovation and strategic focus within the business unit.
Tori joined Camden National Wealth Management in 2003 after working in loan servicing at Camden National Bank. She earned a Bachelor of Arts in Economics from Clark University in Worcester, Massachusetts. A native of Rockport, Maine, Tori now resides in Yarmouth with her husband and sons.
Sharon B. Sesling-Labonte
Fixed Income & Equity Trader
As Vice President with Camden National Wealth Management, Sharon serves in two key capacities: as lead equity and fixed income trader and as senior risk management officer for wealth management. Sharon is responsible for all securities trading activity. She supports the team in maintaining a strong control environment through her focus on risk management and ongoing commitment to adhering to all policy, regulatory and legal requirements for the business unit.
Sharon joined the wealth management team in 1997. Earlier, she spent several years working for Shearson Lehman Brothers in Boston and as an Operations Manager at Smith Barney in Portland. She gained additional experience as the Branch Administrative Manager with Paine Webber, where she focused on regulatory compliance issues. Sharon is a past President of the Junior League of Portland, Maine, Inc. and served on the Board of Directors of the Center for Grieving Children. She attended Northeastern University. Sharon is a native of Brookline, Massachusetts and lives in Dayton, Maine with her husband and sons.
Assistant Vice President
Investment & Operations Analyst
Sarah joined Camden National Wealth Management as the Investment and Operations Analyst in 2021. In her role, she provides technical management of our investment systems and leadership on projects to support strategic initiatives. Sarah also provides the Portfolio Management team with support on investment research and trading activities.
Sarah brings over 10 years of experience in mutual fund accounting and financial reporting from her time spent at JPMorgan Chase and State Street Corporation in Boston. While at JPMorgan, she contributed to several technology implementation projects and RFP presentations as a subject matter expert on the financial reporting platform.
Sarah graduated magna cum laude from the University of New Hampshire with a Bachelor of Science in Business Administration and a concentration in Finance. Sarah is a native of Buxton, Maine and is thrilled to have returned to her home state. In her free time, Sarah enjoys hiking, skiing, scuba diving, and spending time at the lake with her family.
Sara M. Gilmore, CTFA, CISP
Assistant Vice President
Senior Client Administrator
Sara joined Camden National Bank in 2005, working in the Bar Harbor branch before joining Camden National Wealth Management in 2008.
In her role as Assistant Vice President, Senior Client Administrator, Sara supports clients in their ongoing relationships by assisting with their day to day financial needs. As a consistent and reliable point of contact, she provides seamless coordination between clients and their wealth management team. In addition, Sara directs the tax component of client administration for the entire group by acting as the central coordinator for tax preparation.
Sara earned her Bachelor of Science in Environmental Science from the University of Rhode Island. She earned her Certified Trust and Financial Advisor (CTFA) designation in 2014 and Certified IRA Services Professional (CISP) designation in 2017. She is a native of Cranston, Rhode Island, now residing in Ellsworth, Maine with her family.
Client Services Administrator
Lingling Oum joined Camden National Wealth Management as a Client Administrator in 2018. She brings years of experience in financial services to her role, most recently supporting clients at Bank of America Merrill Lynch. Lingling serves as a consistent and reliable point of contact for clients’ day to day needs. She ensures the highest level of ongoing support by providing seamless coordination between clients and their wealth management team.
Lingling graduated from the University of Southern Maine where she received her Bachelor of Science in Business Administration with a concentration in International Business.
In her spare time, Lingling enjoys many outdoor activities including camping, hiking, and traveling to new places.
H. Graham Safford
Client Services Administrator
H. Graham Safford joined Camden National Wealth Management as a Client Administrator in 2018. Graham serves as a consistent and reliable point of contact for clients’ day to day needs. He ensures the highest level of ongoing support by providing seamless coordination between clients and their wealth management team.
Before joining the firm, Graham served clients at UBS by acting as coordinator with financial advisors and outside money managers on over 100,000 separately managed accounts. Prior to that, he spent a year working in Basketball Operations for the NBA’s Charlotte Hornets. During his time in Charlotte, Graham also worked for Berkeley Capital Advisors, a commercial real estate brokerage firm.
Graham earned his Bachelor of Arts in Religious Studies with a concentration in Economics from Bates College where he was also a member of the men’s basketball team. He now enjoys developing Maine’s next generation of leaders through various coaching opportunities with local schools and community programs. A native of Camden, Maine, Graham now lives in Portland.
Client Services Administrator
Jason joined Camden National Wealth Management as a Client Services Administrator in 2021. Jason serves as a consistent and reliable point of contact for clients’ day to day needs. He ensures the highest level of ongoing support by providing seamless coordination between clients and their wealth management team.
Before joining the firm, Jason served clients at Fidelity Investments by providing essential support regarding their 401k and pension plans. Most recently, Jason worked in Los Angeles, California as a Pension Administrator for the Directors Guild of America.
Jason graduated from Framingham State University where he earned his Bachelor of Science in Business Administration. In his spare time, Jason enjoys many outdoor activities including hiking, camping, and riding his motorcycle.
Client Services Administrator
Kristina Beal brings more than 15 years of customer service experience to her role as Client Administrator. She joined wealth management from Camden National Bank’s Ellsworth Banking Center, where her commitment to delivering a positive customer experience positioned her to successfully transition into the Camden National Wealth Management team. Kristina supports wealth management clients in their ongoing relationships by assisting with their day to day financial needs. As a consistent and reliable point of contact, she provides seamless coordination between clients and their wealth management team. Kristina and her family live in Ellsworth.
Administrative & Operations Specialist
Samantha joined Camden National Wealth Management as our Administrative & Operations Specialist in 2020. She supports the team as a coordinator of information and activities critical to the operating of the business. Samantha previously worked at BayCoast Bank in Swansea, Massachusetts. She also has a background in social media marketing and blogging.
Samantha earned her Bachelor of Science in Marketing from the University of Massachusetts Dartmouth. In her spare time, she enjoys weightlifting, reading, and spending time outdoors.