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Updated: February 14, 2024

Spinnaker Trust expands client advisor team with three promotions

Courtesy / Spinnaker Trust From left, Laura Pfeiffenberger, Eben Jose and Laura Kate McHugh were recently promoted to SVP roles.

Spinnaker Trust, a Portland-based wealth management firm, has promoted three client advisors to senior vice president positions.

Eben Jose has been promoted to senior president, client advisor and director of private markets. In this new role, he will work closely with families to address their long-term investment needs. Additionally, he oversees the firm's public and private alternative investments. Jose joined Spinnaker Trust in 2014. He has over a decade of experience working in finance and received his bachelor's degree from Boston College.

Laura Pfeiffenberger has been promoted to senior vice president, ESOP client advisor. She joined Spinnaker Trust in 2020 as an ESOP client advisor. Pfeiffenberger helps to provide her clients with comprehensive trustee services and serves the firm's more than 60 ESOP clients. Pfeiffenberger has over two decades of experience valuing privately held companies for various purposes, including ESOP administration services. She received her bachelor's degree from Wesleyan University and an MBA and Master of Science from the University of Southern Maine.

Laura Kate McHugh has been promoted to senior vice president, client advisor. In this role, she collaborates with clients to build and protect wealth, and serves as part of a team of investment, tax, trust, and estate planning experts. McHugh joined Spinnaker Trust in 2017; she has more than a decade of experience in portfolio management. She received her bachelor's degree from Bentley University and an MBA from the University of Southern Maine.

"We are pleased to recognize the exceptional work and leadership of Eben, Laura, and Laura," said Amanda Rand, president, CEO and principal of Spinnaker Trust. "Their dedication to their clients, to our organization, and expertise in their respective practice areas have been instrumental in helping move our business forward and expand our services."

Founded in 2000, 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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