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Learn With UMC: Endowment Managers as Effective Partners for Your Nonprofit

March 13 @ 9:00 am - 10:30 am

Free

This interactive panel will take place at 16 Bayview (downstairs) in Camden on Friday, Mar 13 from 8:30-10:30 a.m. Breakfast will be provided. This session is sponsored by First National Wealth Management.

Once you’ve determined an endowment is right for your organization, there are a number of questions to be asking yourself like: Who is the best investment manager to oversee the administrative and fiduciary requirements to properly maintain the endowment? How do you go about finding services to manage your endowment? What other things should you be considering?

In this session, First National Wealth Management panelists will share insights and lessons on how effective a successful relationship with your investment manager can be for the nonprofit.

***CANCELLATION/NO SHOW POLICY

Please note that while this event is free, the experience is valuable and wait-lists are long. We require cancellation at least 48 hours in advance to fill your seat from the wait-list. If you are unable to attend at late notice, please arrange for a substitute to attend in your place. If you cancel without a substitute within 48 hours or otherwise don’t show, you will be charged a fee of $50.00.

About the Panel:

Gary E. Stone, Vice President, Portfolio Manager, Senior Business Development Officer: Gary joined First National Wealth Management in 2010, bringing with him 25 years’ experience in the financial services industry including stints at Liberty Brokerage and Cantor Fitzgerald Securities in New York, Banknorth Investment Management and Camden National in Maine. A graduate of Bowdoin College, Gary serves on the board of and is active in many local non-profits including the Salt Bay Chamberfest, Camp Kieve, Rising Tide Cooperative Market, and the Damariscotta Newcastle Rotary Club. Gary and his family reside in Newcastle.

Christopher J. Shelton, Portfolio Manager: Joining First National Wealth Management in 2019, Chris is pleased to be back in the Ellsworth area after living and working in Southern Maine. Prior to joining FNWM, Chris worked as a Financial Advisor at Morgan Stanley Wealth Management in Portland for over 7 years. Chris graduated from the University of Maine with a BS in Business Administration with a Finance Concentration in 2010. Chris has completed his Series 7, 63 and 65 licenses. Chris currently resides in Ellsworth with his wife, son and their two dogs.

Nazrin Dixon, Vice President, Business Development Officer: Nazrin Dixon joined First National Wealth Management with the opening of First National Bank’s Bangor branch in 2013. Nazrin brought five years of retail banking experience to her new role. Prior to joining First National Wealth Management, Nazrin worked as a Branch Manager in the Key Bank system, overseeing the Skowhegan, Waterville and Newport locations during her time at Key. Nazrin has a bachelor’s degree from Colorado College and enjoys volunteering in the Greater Bangor community. Nazrin and her family live in Newport.

Necole Dabrio Janczura, Business Development Officer: Joining First National Wealth Management in 2017, Niki Dabrio Janczura was born and raised in Mid-coast Maine. Niki attended the University of Maine and brings 25 years of non-profit experience to her role as Business Development Officer. During her career at two world-class museums, Niki played a vital role during transitions of leaderships and in many new initiatives. Donor cultivation, volunteer resource and event management round out her experience and underscores her commitment to building relationships. Niki and her family reside in Cushing.

Details

Date:
March 13
Time:
9:00 am - 10:30 am
Cost:
Free
Event Categories:
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Venue

16 Bayview (Downstairs)
16 Bayview St
Camden, ME 04843 United States
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Website:
https://16bayview.com/