Founders of Portland investment firm to retire in 2022, name successors
Portland-based Bigelow Investment Advisors LLC on Wednesday said co-founders Kathryn Dion, president, and Gary Robinson, CEO, will retire in early 2022, but will stay on as consultants for the first half of the year.
Under a new succession plan, senior advisors Ben Flood, Michael Moore and Racquel Heath Tibbetts will become managing partners and equity owners in the investment management and financial planning firm on Jan. 1.
“Our new leadership team has great depth, knowledge and expertise,” said Robinson. “Having existing Bigelow advisors move up to take the reins ensures continuity and the firm’s tradition of providing exceptionally high-quality advice and personalized service.”
Gorham Savings Bank will continue to have an ownership stake in the company, as the bank has since 2008.
As of July 2021, Bigelow had over 300 clients with more than $400 million in client assets. Bigelow was founded by Dion and Robinson in 2007.
Most Recent
Most Recent
0 Comments