Summary

Spinnaker Trust

Founded in 2000

Description

Spinnaker Trust is a Maine-based Trust Company. Follow us for everything to do with wealth management, fossil fuel free investing, and Maine!

Strengths

  • Spinnaker Trust has a strong market share in their industry
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average
  • Since Spinnaker Trust was founded, the company has grown faster than the industry average

Weaknesses

  • Revenue generated per employee is less than the industry average

Annual Revenue

Spinnaker Trust's annual revenue

$6989000

Based on Kona Equity data

  • Revenue per employee

    $388278

  • Variance of revenue growth

    0.01

  • Annual revenue growth since founding

    $291208

  • Revenue growth rate from first known quarter to current

    10.5%

Employee Count

18 employees

  • Employee growth rate from first known quarter to current

    3.1%

Executives

Karen Towle

Senior Vice President, Chief Operating Officer

k**@spinnakertrust.com

Michele Pezzuti-Morse

Senior Account Administrator

m**@spinnakertrust.com

Cynthia O'Rourke

Senior Vice President

c**@spinnakertrust.com

Maria Gwinn

Vice President

m**@spinnakertrust.com

John Leonard

Portfolio Manager

j**@spinnakertrust.com

Jeannine Pendergast

Principal, ESOP Client Advisor

j**@spinnakertrust.com

Christopher O'Neil

Director, Real Estate Re

c**@spinnakertrust.com

Amanda Rand

President

a**@spinnakertrust.com

Robert Gould

Executive Vice President & Vice Chair Principal

r**@spinnakertrust.com

Jessamyn Norton

Chief Investment Officer & A Principal

j**@spinnakertrust.com

Christopher Robinson

Vice President

c**@spinnakertrust.com

Kate Wilkinson

Senior Vice President

k**@spinnakertrust.com

Christopher Whitney

ESOP Client Advisor

c**@spinnakertrust.com

Ainsley Gleason

Vice President, Director of Operations

a**@spinnakertrust.com

Shannon Wilk

Account Administrator

s**@spinnakertrust.com

Kati Morrell

Assistant Portfolio Manager

k**@spinnakertrust.com

Jose Eben

Research Director, Investment

j**@spinnakertrust.com

Timothy Malisa

Director, Portfolio Management & Trading

t**@spinnakertrust.com

Sara Lewis

Executive Vice President

s**@spinnakertrust.com

Caitlin Dimillo

Trust Officer, Director of Account Administration

c**@spinnakertrust.com

Hailee Borino

Real Estate Support Associate

h**@spinnakertrust.com

Drew Oestreicher

Vice President, Senior Relationship Manager

d**@spinnakertrust.com

Cynthia Rourke

Senior Vice President

c**@spinnakertrust.com

Laura Mchugh

Portfolio Manager

l**@spinnakertrust.com

G Score - 5

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

123 Free St. PO BOX 7160
Portland, ME  04112

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Key Information

  • NAICS: 523910; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Spinnaker Trust.

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Frequently Asked Questions

Where is Spinnaker Trust located?

Spinnaker Trust's headquarters are located at 123 Free St. PO BOX 7160 Portland, ME  04112.


What is Spinnaker Trust's official website?

Spinnaker Trust's official website is spinnakertrust.com


What is Spinnaker Trust's revenue?

Spinnaker Trust's annual revenue is $7.0 M.


What is Spinnaker Trust's NAICS code?

Spinnaker Trust's NAICS: 523910; 523.


How many employees does Spinnaker Trust's have?

Spinnaker Trust has 18 employees


What industry does Spinnaker Trust belong to?

Spinnaker Trust is in the industry of Financial services.

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