H.M. Payson

David Hines is a CFA® charterholder with 22 years of industry experience. He has been with H.M. Payson & Co. since 2003 in Portland, ME. H.M. Payson & Co. provides investment advisory, trust, and wealth management services to a range of clients including individuals, trusts, endowments, foundations, and pension plans. The firm employs an active, research-driven investment approach supported by a team of portfolio managers and analysts, and it operates as a state-chartered trust company with custodial capabilities.

William Weickert is a CFA® charterholder with 23 years of industry experience. He has been with H.M. Payson & Co. since 1989. The firm provides investment advisory, trust, and wealth management services to individuals, trusts, endowments, foundations, pension plans, and investment companies. H.M. Payson employs an active, research-driven investment approach and combines multi-team advisory capabilities with state-chartered trust company services.

Marion Barrow is a CFP® professional with 12 years of industry experience, currently serving as an advisor at H.M. Payson & Co since 2013. Based in Portland, ME, Barrow has focused her career at this firm. H.M. Payson & Co. provides investment advisory, trust, and wealth management services to individuals, trusts, endowments, foundations, pension and retirement plans, and investment company clients. The firm employs an active, research-driven investment approach supported by a dedicated Research Department and offers custody and trust administration services through Reliance Trust Company.

Peter Robbins is a CFA® charterholder with 23 years of industry experience. He has been with H.M. Payson & Co. in Portland, ME since 1990. H.M. Payson & Co. provides investment advisory, trust, and wealth management services to individuals, trusts, endowments, foundations, pension and retirement plans, and investment company clients. The firm employs an active, research-driven approach to construct diversified portfolios and operates as a state-chartered trust company with custody and trust administration services.

John Walker is a financial advisor at H.M. Payson with 23 years of industry experience. He holds the Series 63 designation and is based in Portland, ME. Walker has been with H.M. Payson since 1967. H.M. Payson & Co. offers investment advisory, trust, and wealth management services to individuals, trusts, endowments, foundations, pension and retirement plans, and investment company clients. The firm employs an active, research-driven investment approach supported by a team of portfolio manager/analysts and manages multiple private and mutual funds.

Michael Currie is a financial advisor at H.M. Payson with 23 years of industry experience. He has been with H.M. Payson & Co. since 1997. He holds a Series 66 designation. H.M. Payson & Co. provides investment advisory, trust, and wealth management services to individuals, trusts, endowments, foundations, pension and retirement plans, and investment company clients. The firm employs an active, research-driven investment approach supported by a dedicated Research Department and manages a range of portfolios and private market investments.

Timothy Griffin is a financial advisor at H.M. Payson with 13 years of industry experience. He holds a Series 65 designation and has been with H.M. Payson & Co since 2007. H.M. Payson & Co. offers investment advisory, trust, and wealth management services to individuals, trusts, endowments, foundations, pension and retirement plans, and investment company clients. The firm employs an active, research-driven investment approach supported by a dedicated Research Department and also operates as a state-chartered trust company with custodial capabilities.

Margaret Reinfried is a CFP® professional with 12 years of industry experience. She has worked at Modera Wealth Management, LLC since 2010. Margaret is based in Portland, ME. H.M. Payson & Co. provides investment advisory, trust, and wealth management services to a diverse client base including individuals, trusts, endowments, foundations, and pension plans. The firm employs an active, research-driven investment approach supported by a dedicated Research Department and offers services as a state-chartered trust company with custodial capabilities.

Thomas Pierce is a financial advisor at H.M. Payson with 23 years of industry experience. He holds a Series 63 designation and has been with H.M. Payson & Co. since 1975. H.M. Payson & Co. provides investment advisory, trust, and wealth management services to individuals, trusts, endowments, foundations, pension and retirement plans, and investment company clients. The firm uses an active, research-driven investment approach supported by a dedicated Research Department and combines multi-team advisory capabilities with state-chartered trust and custodial services.

John Beliveau is a financial advisor at H.M. Payson with 23 years of industry experience. He holds the CFP® and CFA® designations and has been with H.M. Payson since 1999. H.M. Payson & Co. provides investment advisory, trust, and wealth management services to individuals, trusts, endowments, foundations, pension and retirement plans, and investment company clients. The firm employs an active, research-driven investment approach with a team of portfolio managers and analysts, managing approximately $8 billion in client assets and operating as a state-chartered trust company.

Joel Harris is a CFA® charterholder with 23 years of industry experience. He has been with H.M. Payson & Co. since 1995. Based in Portland, ME, he holds a Series 63 license. H.M. Payson & Co. provides investment advisory, trust, and wealth management services to a diverse client base including individuals, trusts, endowments, and pension plans. The firm employs an active, research-driven investment approach supported by a team of portfolio managers and analysts, managing approximately $8 billion in assets and offering specialized private equity and alternative investment vehicles.

James Flower is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with H.M. Payson & Co. since 2015. H.M. Payson & Co. provides investment advisory, trust, and wealth management services to a diverse client base including individuals, trusts, endowments, foundations, and retirement plans. The firm employs an active, research-driven investment approach supported by a dedicated Research Department and manages a range of portfolios and private investment vehicles.

Kent Whitaker is a financial advisor at H.M. Payson with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with H.M. Payson & Co. since 2010. H.M. Payson & Co. provides investment advisory, trust, and wealth management services to individuals, trusts, endowments, foundations, pension and retirement plans, and investment companies. The firm employs an active, research-driven investment approach and operates as a state-chartered trust company with custodial capabilities.

Daniel Lay is a Series 65 registered advisor with H.M. Payson, where he has worked since 2006. He has 18 years of industry experience and is based in Portland, ME. H.M. Payson & Co. provides investment advisory, trust, and wealth management services to individuals, trusts, endowments, foundations, pension and retirement plans, and investment company clients. The firm employs an active, research-driven investment approach and operates as a state-chartered trust company with custodial capabilities.

Shawnee Sax is a financial advisor with H.M. Payson in Portland, ME, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with H.M. Payson & Co. since 1996. H.M. Payson & Co. provides investment advisory, trust, and wealth management services to a diverse client base, including high-net-worth individuals, trusts, endowments, and pension plans. The firm employs an active, research-driven investment approach supported by a dedicated research team and combines multi-team advisory capabilities with state-chartered trust and custodial services.