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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 .
Jennifer Lloyd Mirabile, CFP®, CWS®
Senior 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 Senior Vice President and Managing Director, she oversees investment management, fiduciary, planning and administrative services, risk management and strategy
For more than 25 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 has served on a number of boards and committees including the Make A Wish Foundation of Maine, United Mid Coast Charities, Friends of CSD, PenBay YMCA Sailfish and the Children’s House Montessori School.
Stefan K. Iris, CFA
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.
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 20 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
Stephen B. Olore, Senior Vice President, is Camden National Wealth Management’s Director of Technical Research & Analysis. 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, 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 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.
Zachary D. Rubin
Senior Vice President
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 Osgood Connors, JD
Vice President, Senior Trust Officer
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
Vice President, Senior Trust Officer
As a Vice President, Senior Trust Officer 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 in 2013, 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 and the Elder Law Section and Trusts and Estates Section of the Maine State Bar Association. 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.
Corey D. Buzzell, CTFA
Vice President, Client Advisor
In his role as Vice President, Wealth Advisor, Corey specializes in working with individuals, business owners and not-for-profit organizations. Corey helps clients create a financial plan and then utilizes it as a financial road map, working collaboratively to ensure objectives are met. He also has extensive experience working with not-for-profit organizations, frequently helping them develop and monitor their investment policies and spending policies. In addition, Corey has many years of experience in trust administration and oversight.
Corey has been working as a Wealth Advisor for over 18 years and earned a 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. Corey is a native Mainer and enjoys coaching youth sports and spending time with family.
Audrey Klein-Leach, CTFA
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.
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.
Daniel Cord Toth
Assistant Vice President
Senior Operations Administrator
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.
Assistant Vice President
Senior Client Administrator
Amanda L. Neuts joined Camden National Wealth Management as an Assistant Vice President, Senior Client Administrator in June 2017. She brings to Camden National Wealth Management over ten years of experience in Financial Services. In her role as Senior Client Administrator, Amanda supports clients in their ongoing relationships by assisting with their day to day financial needs. As a consistent and reliable point of contact, Amanda provides seamless coordination between clients and their wealth management team.
Amanda joined Camden National Wealth Management from R. M. Davis, where she was a Senior Operations Administrator. She was previously a Business Development Associate at H.I.G. Capital, a private equity firm in Miami, Florida.
Amanda earned her Bachelor of Science in Finance and Marketing from Lehigh University in Bethlehem, Pennsylvania. She is a native of Falmouth and now resides in South Portland.
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.
Lisa C. Darling
Lisa joined Camden National Wealth Management in 1991. In her role as Client Service Administrative Officer, she supports clients in their ongoing relationships by assisting with their day to day financial needs. As a consistent and reliable point of contact, Lisa provides seamless coordination between clients and their wealth management team.
She brought with her more than 12 years prior experience working in the Trust Department at Casco Northern Bank.
Lisa attended the University of Maine and is a native of South Portland, Maine.
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.
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.
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.