Rockland Trust Appoints Jeffrey McManus as Vice President and Financial Consultant in Medford
Rockland Trust today announced that Jeffrey McManus joined its Investment Management Group as Vice President and Financial Consultant. An experienced financial advisor, McManus provides Rockland Trust’s wealth management services to clients in the Metro North area.
“We are excited to add Jeff’s deep background in investment management to our team,” said David B. Smith, CFA and Chief Investment Officer at Rockland Trust. “His experience will help us expand our wealth management services to communities in the Metro North.”
Prior to joining Rockland Trust, McManus was a Financial Advisor at Bank of America Merrill Lynch in Andover and previously at AARP Financial, Inc. in Tewksbury. He worked in defined contributions as a Plan Sponsor Representative at Putnam Investments until 2005. He holds FINRA Series 7, 63, and, and 65 securities licenses.
“It’s a pleasure to join Rockland Trust’s knowledgeable, experienced Investment Management Group,” said McManus. “I look forward to bringing Rockland Trust’s wealth management products, services and award-winning customer service to the Metro North communities.”
McManus graduated from Moravian College in Bethlehem, Pennsylvania with bachelor’s degrees in Political Science and Spanish. He currently resides in Methuen with his wife and three sons, where he is an active member of several community organizations, including St. Monica’s Cub Scout Pack 55, Methuen Youth Baseball and Methuen Youth Soccer.
About the Investment Management Group
With more than $2 billion in assets under administration, Rockland Trust’s Investment Management Group creates customized plans for individuals, municipalities, businesses and not for profit organizations through a full range of services including: Investment Management, Trust and Estate, Insurance, and Financial and Retirement Planning. The team is comprised of more than 50 experienced professionals who consistently apply sound investment principles to minimize risk and maximize long-term results for clients in a dynamic investment landscape.
For individuals IMG takes a holistic approach to wealth management. Each client is assigned a team of three financial professionals, including a relationship manager, financial consultant, and a portfolio manager, who work collaboratively to develop a long-term financial strategy that extends beyond traditional money management.
Through its subsidiary, Bright Rock Capital Management, LLC, Rockland Trust also offers institutional investment management solutions for pension plans, institutions, mutual fund firms, banks, trust companies, retirement plan sponsors, RIAs, and endowments. To learn more, please visit www.BrightRockCap.com.
About Rockland Trust Company
Rockland Trust Company is a full-service commercial bank headquartered in Massachusetts with $5.8 billion in assets. Rockland Trust provides a wide range of consumer, business, investment, and insurance products and services throughout Eastern Massachusetts and Rhode Island. Ranked “Highest Customer Satisfaction with Retail Banking in the New England Region” in 2012 by J.D. Power and Associates, Rockland Trust’s network consists of nearly 80 retail branches, and 10 commercial lending centers, four investment management offices, and three residential lending centers in Eastern Massachusetts and Rhode Island. To find out why Rockland Trust is the bank “Where Each Relationship Matters®”, please visit www.RocklandTrust.com. Member FDIC. Equal Housing Lender.
Rockland Trust Co. received the highest numerical score among retail banks in the New England region in the proprietary J.D. Power and Associates 2012 Retail Banking Satisfaction StudySM. The study was based on 51,498 total responses measuring 13 providers in the New England region (CT, MA, ME, NH, RI & VT) and measures opinions of consumers with their primary banking provider. Proprietary study results are based on experiences and perceptions of consumers surveyed January-February, 2012. Your experiences may vary. Visit www.jdpower.com.