![Nanette J. Stevens](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Nanette J.
Stevens is a Vice President & Founder at Trust Company of Vermont.
She is also a relationship manager and founding member of Trust Company of Vermont.
She takes great pride in crafting a personalized financial management plan for her clients that blends present and future goals with estate planning.
She received her undergraduate degree from the University of Vermont.
Postes actifs de Nanette J. Stevens
| Sociétés | Poste | Début |
|---|---|---|
Trust Company of Vermont
 Trust Company of Vermont Investment ManagersFinance Trust Company of Vermont’s investment process begins with the Trust Investment Committee (TIC), which is responsible for setting investment policy, maintaining their approved equity list, and identifying new potentially attractive investment opportunities for clients. Portfolios are developed based on the client’s long-term goals, cash needs and tolerance for risk. They customize portfolios for their clients, and do not use a one size fits all approach to investment management. Individual stocks are selected based on factors including sustainable competitive advantages, superior financial strength, high quality management and potential for future growth. Individual bonds are selected based on the credit quality of the issuer and the tax bracket of the client. | Fondateur | 01/01/1999 |
Formation de Nanette J. Stevens
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
16
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Trust Company of Vermont
Trust Company of Vermont Investment ManagersFinance Trust Company of Vermont’s investment process begins with the Trust Investment Committee (TIC), which is responsible for setting investment policy, maintaining their approved equity list, and identifying new potentially attractive investment opportunities for clients. Portfolios are developed based on the client’s long-term goals, cash needs and tolerance for risk. They customize portfolios for their clients, and do not use a one size fits all approach to investment management. Individual stocks are selected based on factors including sustainable competitive advantages, superior financial strength, high quality management and potential for future growth. Individual bonds are selected based on the credit quality of the issuer and the tax bracket of the client. | Finance |
University of Vermont
 University of Vermont Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
