Wealth Management Team

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 Executive Vice President and Managing Director, she oversees investment management, fiduciary, planning and administrative services, risk management and strategy.

For more than 30 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 serves on the Board of the Penbay YMCA, and is a member of the Town of Rockport Economic Development Committee, the Finance Committee for United Mid Coast Charities and the Maine Medical Center Community Ambassador Council.

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.

Stefan serves as a director on the board of 317 Main Community Music Center in Yarmouth, Maine, and as an appointed member of the State of Maine Trust Fund Investment Advisory Committee.

Stephen B. Olore, Senior Vice President, is Camden National Wealth Management’s Director of Technical Research & Analysis, Senior Portfolio Manager. 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, Senior Portfolio Manager, 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 Senior 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.

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.

As Senior Vice President, Director of Client Services 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, 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. She serves on the Board of Trustees of the Portland Public Library and is a Corporator for Northern Light Health. Previously, 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.

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 completed Boston University’s Certificate in Financial Planning in December 2021. 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.

Brenda is based in our Ellsworth office, and manages portfolios for investment and trust clients primarily in Midcoast and Down East Maine. Brenda has more than 28 years of account administration, retirement planning, and portfolio management experience. As a member of the Camden National Wealth Management Investment Committee, she contributes to the firm’s research and policy setting processes.

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, Husson University in Bangor, and has a Bachelor of University Studies from the University of Maine in Orono.

Patrick White-Thomson, CFA, CAIA, in his role as Vice President and Senior 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.

Andrew B. Livingston, CFA, CAIA, CFP® delivers investment portfolio solutions to his clients using an integrated approach to wealth planning. Working with individuals, families, and foundations, he implements customized investment strategy unique to each client based on their goals and risk tolerance. Equal in importance to his process is focused adaptation to shifts in the market and economy in conjunction with dynamic updates to client objectives.

At Camden National Wealth Management, Andrew is a member of the Investment Committee where he serves to analyze and develop investment strategy. He is also a member of the Stock Committee where he provides research on the equity market and security valuation.

He is a graduate of Bates College, where he earned a B.A. in Economics. He is a CFA Charterholder, CAIA Charterholder, and has earned the CFP® certification. Prior to joining Camden National Wealth Management, Andrew was with Key Private Bank out of its Portland Maine office for over 6 years.

Andrew serves on the Board of Directors for the Alfond Youth and Community Center and is Chair of the Investment Committee. He also sits on the State of Maine Treasurer’s Trust Fund Advisory Committee and is Treasurer of the Frank J. Gaziano Memorial Offensive and Defensive Lineman Awards.

In his free time, he enjoys swimming and yoga, spending time with family, and exploring local farmers’ markets and restaurants.

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.

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.

Rachael, a Senior Relationship Manager, works with individual, families, and institutional clients based out of our Portland office. She works closely with clients to identify their goals and develop plans to meet their objectives.

Rachael has over fifteen years of experience in the financial services industry. Prior to joining Camden National Wealth Management, Rachael was a Relationship Manager with Bangor Wealth Management. As a Certified Trust and Financial Advisor, she is experienced in trust administration and managing complex trust relationships.

Rachael is a graduate of the University of Maine with a degree in International Affairs/Political Science. She is a member of the Maine Estate Planning Council. A native of Brewer, Maine, Rachael and her family live in North Yarmouth.

Sarah joined Camden National Wealth Management as the Investment and Operations Analyst in 2021. In her role, she provides technical management of our investment systems and leadership on projects to support strategic initiatives. Sarah also provides the Portfolio Management team with support on investment research and trading activities.

Sarah brings over 10 years of experience in mutual fund accounting and financial reporting from her time spent at JPMorgan Chase and State Street Corporation in Boston. While at JPMorgan, she contributed to several technology implementation projects and RFP presentations as a subject matter expert on the financial reporting platform.

Sarah graduated magna cum laude from the University of New Hampshire with a Bachelor of Science in Business Administration and a concentration in Finance. Sarah is a native of Buxton, Maine and is thrilled to have returned to her home state. In her free time, Sarah enjoys hiking, skiing, scuba diving, and spending time at the lake with her family.

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.

H. Graham Safford joined Camden National Wealth Management as a Client Administrator in 2018. Graham serves as a consistent and reliable point of contact for clients’ day to day needs. He ensures the highest level of ongoing support by providing seamless coordination between clients and their wealth management team.

Before joining the firm, Graham served clients at UBS by acting as coordinator with financial advisors and outside money managers on over 100,000 separately managed accounts. Prior to that, he spent a year working in Basketball Operations for the NBA’s Charlotte Hornets. During his time in Charlotte, Graham also worked for Berkeley Capital Advisors, a commercial real estate brokerage firm.

Graham earned his Bachelor of Arts in Religious Studies with a concentration in Economics from Bates College where he was also a member of the men’s basketball team. He now enjoys developing Maine’s next generation of leaders through various coaching opportunities with local schools and community programs. A native of Camden, Maine, Graham now lives in Portland.

Jason joined Camden National Wealth Management as a Client Services Administrator in 2021. Jason serves as a consistent and reliable point of contact for clients’ day to day needs. He ensures the highest level of ongoing support by providing seamless coordination between clients and their wealth management team.

Before joining the firm, Jason served clients at Fidelity Investments by providing essential support regarding their 401k and pension plans. Most recently, Jason worked in Los Angeles, California as a Pension Administrator for the Directors Guild of America.

Jason graduated from Framingham State University where he earned his Bachelor of Science in Business Administration. In his spare time, Jason enjoys many outdoor activities including hiking, camping, and riding his motorcycle.

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.

In her role as Client Services Administrator, Emily serves as the administrative coordinator between her clients and their wealth management advisors. She is a consistent point of contact for clients’ day to day needs, managing cash and asset transfers, and ensuring documentation and compliance needs are met.

Prior to joining the firm, Emily was a front office manager in Charleston, SC after serving as a household manager and nanny while working towards her degree at Trident Technical College.

Emily recently moved back to her hometown of Camden, ME. She enjoys spending time with her friends and family as well as anything outdoors.

CJ joined Camden National Wealth Management as Client Services Administrator in 2023. CJ serves as a consistent and reliable point of contact for clients’ day to day needs. He ensures the highest level of ongoing support by providing seamless coordination between clients and their wealth management team.

Before joining the firm, CJ worked in the Camden National Banking Centers as a part of the retail team assisting customers in the Saco and Kennebunk locations.

CJ graduated from the University of Maine Orono where he earned his Bachelor of Science in Business Administration with a concentration in Finance and Management.

In his role as Administrative and Operations Specialist, Carter supports the Wealth Management team in achieving its client service and growth initiatives. He provides administrative assistance to members of management while also performing daily, weekly, and monthly operational tasks related to client administration. He provides client support and participates in business development activity planning.

Prior to joining the firm, Carter worked for O’Connell Wealth Management as an intern in Hebron, CT where he took on and learned key responsibilities of financial advising through two independent financial advisors.

Carter graduated from the University of Maine with a double major in Finance and Financial Economics. He now likes to enjoy the outdoors either fishing or golfing, and spending time with his family. Carter, originally from Connecticut, is now living in Gardiner, Maine.