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PROMOTIONS Jay Flower HM Payson, a Portland wealth advisory firm, announced leadership changes approved at its December shareholder meeting. Dan Lay was named president. During his tenure with the firm, Lay was a portfolio manager, managing director, member of the board of directors and director of marketing. As president for almost two decades, Mike Currie […] ....

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Spinnaker Trust expands client advisor team with three promotions

Spinnaker Trust expands client advisor team with three promotions
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How businesses can avoid common ESOP pitfalls

The guest authors, who ESOP advisors at Spinnaker Trust, urge companies that are thinking of an Employee Stock Ownership Plan to be strategic. ....

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