Steering our clients toward financial success since 1989

Search

Clients
- Individuals
- Institutions
Philosophy
Our People
Our Firm
FAQ
Contact Us

our-people

Our People

Principals
Client Service Team

Click on individual for bio info

Carl G. Gercke, CFA

Carl G. Gercke, CFA

Managing Director and Chief Investment Officer

Donna D. McConnell

Donna D. McConnell

Portfolio Manager and Partner

Kenneth A. Blaschke

Kenneth A. Blaschke

Portfolio Manager and Partner

Stephen D. Poulos

Stephen D. Poulos

Portfolio Manager and Partner

Robert S. Whitehead

Robert S. Whitehead

Senior Vice President

Benjamin H. Clark

Senior Vice President

Odette Thurston

Odette S. Thurston

Senior Vice President

Corey D. Buzzell at HeadInvest

Corey D. Buzzell

Senior Vice President

Gerry Ross

Sr. Portfolio Administrator

Lisa C. Darling

Sr. Portfolio Administrator

Amanda L. Neuts

Senior Portfolio Administrator & Technology Manager

Linda M. O’Malley

Executive Assistant

Efe Brown

Sr. Client Service and Operational Manager

X

trust vision stability

H

7 Custom House Street
4th Floor
Portland, Maine 04101
(207) 773-5333
info@headinvest.com

Individuals
Institutions
Our People
Contact Us

Privacy Policy
Cookie Policy
Terms of Use
Disclosure

© 2022 HeadInvest

HeadInvest is 100% employee owned

This website uses cookies to improve your experience. By using our site you are indicating you are okay with this. More about out Privacy and Cookie Policy about our cookie policy.

OK, I understand

Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

Non-necessary

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.

Clients
▼
- Individuals
- Institutions
Philosophy
Our People
Our Firm
FAQ
Contact Us