KM
Keri Mc Gowan
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Work Experience
N/A
Present
beacon trust company
2010 - Mar 2017 · 7 years and 2 months
Senior Client Service Analyst
Nov 2010 - Mar 2017 · 6 years and 4 months
Accounting Analyst
2010 - Present · 15 years
Company Details
11-50 Employees
Hemenway Trust Company has deep roots in New England. We were founded by Hemenway & Barnes LLP, a law firm based in Boston, which has been serving wealthy individuals and families, closely-held businesses and nonprofit foundations and organizations for almost 150 years. Hemenway Trust Company was established to serve our clients as a corporate trustee and offer the advantages of New Hampshire's favorable trust laws. As a private trust company, and in conjunction with Hemenway & Barnes LLP, we provide a full range of wealth advisory and management services to families and individuals of means including: • Investment management • Tax and estate planning • Trust and fiduciary services • Financial planning • Individual Retirement Accounts • Family office services • Charitable planning Hemenway Trust Company is a limited liability company chartered in New Hampshire as a non-depository trust company and regulated by the New Hampshire Banking Department.
Year Founded
2010
Social Media
Linkedin
Industry
Investment Management, Other Investment Pools and Funds, Finance and Insurance
HQ Location
23 Keewaydin Dr Suite 400 Salem, New Hampshire 03079, US
Keywords
wealth managementtax planning servicesinvestment advisorylife insuranceretirement planning servicesplanning and administrationfamily office servicestax planning estatetax and estateoffice platform
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