Headinvest

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Stephen Reeves is a financial advisor at HeadInvest with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Compass Distributors, Foreside Fund Services, and Valic Financial Advisors prior to joining HeadInvest. HeadInvest serves a diverse mix of individual and institutional clients, providing discretionary portfolio management, financial planning, and investment advice. The firm employs a holistic, asset-allocation driven process that customizes portfolios using a three-step construction method and computer-assisted equity valuation, managing approximately $969.7 million as of December 31, 2024.

Benjamin Clark is a financial advisor with HeadInvest in Portland, ME, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He worked at UBS Financial Services Inc. for 11 years before joining HeadInvest in 2018. Outside of his advisory role, he is a partner in a commercial real estate venture involving joint ownership of a building. HeadInvest serves a diverse client base including individuals, trusts, endowments, and government entities, managing approximately $969.7 million as of December 31, 2024. The firm employs a holistic, asset-allocation driven investment process that incorporates price/value analysis and combines fixed-income selection with low-cost ETFs, focusing on tax efficiency and customized portfolio management.

Odette Thurston is a financial advisor at HeadInvest with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Cribstone Capital Management and Purshe Kaplan Sterling Investments. Thurston serves as a trustee for the Maine Island Trail Association and participates on finance committees for the Maine Appalachian Trail Land Trust and the Maine Health Access Foundation. HeadInvest serves a diverse range of individual and institutional clients, offering discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach that customizes portfolios using proprietary equity screening and combines fixed-income selection with low-cost ETFs, while also managing held-away accounts through third-party platforms.

Matthew Civello is a financial advisor at HeadInvest with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Cambridge Investment Research. HeadInvest serves a diverse client base, including individuals, trusts, endowments, foundations, and government entities. The firm employs a holistic, asset-allocation driven investment process that combines fixed-income selection with low-cost ETFs and emphasizes tax efficiency and customized portfolio management.

Donna Mcconnell is a financial advisor at HeadInvest with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with HeadInvest since 2006. HeadInvest serves a diverse client base that includes individuals, trusts, endowments, foundations, corporations, retirement plans, and government entities. The firm employs a holistic, asset-allocation driven investment process that combines individual fixed-income selection with low-cost ETFs and emphasizes tax efficiency in taxable accounts.

Robert Whitehead is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with HeadInvest since 2006, working as part of an eight-advisor team. HeadInvest serves a diverse range of individual and institutional clients, including trusts, endowments, foundations, and government entities. The firm uses a holistic, asset-allocation driven approach that customizes portfolios through a three-step construction method and employs computer-assisted Price/Value Analysis for equity screening.