Ann Sharpe

Ann M. Sharpe, Esq.
VP, Senior Trust Officer


Ann Sharpe joined BSNB in 2019 after being in the private practice of law for 24 years. She is responsible for client accounts as the BSNB Trustee, BSNB Executor, and BSNB Fiduciary. As the leader of the department, she is responsible for ensuring that clients and their professional advisors receive excellent service in their interactions with BSNB.

 

Thomas White

Thomas M. White
VP, Senior Investment and Trust Officer


Thomas White joined BSNB in 2007. With more than 25 years of portfolio management experience, Mr. White is responsible for managing client stock and bond portfolios while administering client fiduciary relationships.

 

Thomas McGrath

Thomas M. McGrath, CFP®
VP, Trust Officer
Thomas.McGrath@bsnb.com

Thomas McGrath, CFP® joined BSNB in 2019 and has worked in the Financial Services industry for over 20 years with the last 15 years working as a practicing financial planner. McGrath is a CERTIFIED FINANCIAL PLANNER™ Professional and focuses on various areas of financial planning, including retirement planning, investment management, and risk management.

Thomas McGrath, CFP®

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

Ann Sharpe

Lisa M. Glogowski
Senior Wealth Management Operations Administrator


Lisa Glogowski joined BSNB in 1992. Ms. Glogowski is responsible for overall department operations, account administration, and customer communication.

 

Ann Sharpe

Joanna L. Simard
Wealth Management Operations Administrator


Joanna Simard joined BSNB in 2007 and has 25 years of operational and administrative experience. She manages customer communication, daily operations of the department, and client transactions.