Courtesy / Spinnaker Trust
Zachary Smolkin
October 18, 2023
Spinnaker Trust expands trust and advisory teams
Spinnaker Trust, a Portland-based financial services firm, has appointed Zachary Smolkin to the role of vice president and chief trust officer and has promoted Caitlin DiMillo to senior vice president and client advisor.
In addition to helping clients navigate the complexities of trust administration, Smolkin will oversee the firm’s trust officers and collaborate with Spinnaker’s tax group, relationship managers, and client service teams to assess risk and ensure the proper administration of trusts.
Prior to this position, Smolkin spent 13 years at the Boston law firm of Maselan & Jones P.C., where he worked closely with clients on estate planning, business succession planning, and estate administration.
The Lowell, Mass., native holds his Juris Doctor degree from Suffolk University Law School, a Master of Law in taxation from Boston University, and a master’s degree in corporate finance from Bentley College.
“As Spinnaker continues to see tremendous growth in all our practice areas, this transition will position us to continue to provide the highest level of service to all our clients,” said Amanda V. Rand, the firm's president and CEO.
Courtesy/ Spinnaker Trust
Caitlin DiMillo
DiMillo has served as Spinnaker’s chief trust officer since 2018, in addition to working with clients. In her new role, she will focus on leading Spinnaker’s efforts to develop new and existing client relationships.
Before joining the company, she worked with the Portland law firm of Hopkinson & Abbondanza. DiMillo holds her J.D. from the University of Maine School of Law.
“I’m looking forward to focusing on deepening and growing our client relationships and meeting the evolving needs of our clients,” said DiMillo. “Zak brings valuable experience to our firm and having him step into the role to oversee our Trustee services will help Spinnaker Trust continue to be a leader in this area.”
Founded in 2000, Portland-based Spinnaker Trust is chartered as a nondepository trust company that manages more than $2.5 billion. It provides investment management, trust, estate planning and tax services.
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