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Cape Ann Savings Trust & Financial Services

Would you benefit from a one-hour conversation about your personal finances?

That is how most relationships with Cape Ann Savings Trust & Financial Services begin. Personal finance, as it relates to retirement, as it relates to estate planning, as it relates financial planning, can be an overwhelming topic. Each of our Trust Officers offers an area of expertise to help you and your family make the most of what you have.

Start the conversation. Email us or call 978-283-7079. We are here to serve you.

About Us

Collectively, the Trust Officers of the Cape Ann Savings Trust & Financial Services Department have over a century of experience in assisting Cape Ann Families (like yours) making the most of their assets.

Meet Our Team

John Brennan

John T. Brennan, Esq. CFP®

Vice President / Senior Trust Officer

The Trust & Financial Services Department Attorney in residence, John is a graduate of Boston University and Suffolk University Law School. John joined the Trust & Financial Services Department in 2007 and became a Certified Financial Planner in 2008. He was promoted to Vice President/Senior Trust Officer in January, 2012. John is a member of the Essex County Estate Planning Council and President of the Board of Trustees of the Gloucester Lyceum and Sawyer Free Library.

Dean Murray

Dean H. Murray, CTFA, CISP, CFP®

Assistant Vice President / Trust Officer

Dean Murray is a 1988 Graduate of the University of Maine at Orono where he received his Bachelor's Degree in English with a concentration in Technical Writing. In 1993, Dean graduated with honors from the Williams College School of Banking and went on to Cannon Financial Institute at Boston University where he graduated with honors, earning a Certified Trust and Financial Advisor (CTFA) designation. Dean joined the Cape Ann Savings Bank Trust Department in 1991 and brings 27 years of experience in private banking. In addition to his experience in Trust Operations, he is currently responsible for the administration of many of the department's accounts including; Personal Trust, Estate, Investment Management, Employee Benefit and Individual Retirement accounts. In 2013, Dean attained his Certified Financial Planner ™ designation. Dean is treasurer for the Gloucester Education Foundation, member of the Essex County Estate Planning Council, Past President of Gloucester Little League, past Chairman and Treasurer for the American Red Cross of Gloucester and coach for several youth sports programs in Gloucester. He is also a former appointee to the City of Gloucester Open Space and Recreations Committee.

Franco Maniaci

Franco Maniaci, CFA

Trust Investment Officer

Franco is a 2002 graduate of Providence College in Providence, RI, where he earned a Bachelor of Science in Finance, with a minor in Spanish. Franco joined Cape Ann Savings Trust & Financial Services in September, 2014 and brought with him ten years of investment experience in portfolio management, portfolio construction, and risk management. Franco is a member of the Chartered Financial Analyst Institute and holds the CFA® designation. Franco is also a member of Boston Security Analysts Society, Inc. and the Essex County Estate Planning Council. Franco is a supporter of Gloucester Little League and a former coach for the Junior/Senior Little League and the Gloucester Senior Legion Baseball League.

Linda Pata

Linda J. Pata, CTFA

Trust Officer

Linda Pata is a 1992 Graduate of Salem State College receiving her Bachelor’s Degree in Business Administration with a concentration in Finance. Linda is a 1995 graduate of Williams College School of Banking and a 1998 graduate of the National Graduate Trust School. She earned her Certified Trust and Financial Advisor (CTFA) designation in 2001. Linda joined the Cape Ann Savings Trust & Financial Services Department in November of 2011, bringing nearly 20 years of trust experience. Linda is active in the community, serving as a treasurer of two local organizations.

Michael Sanborn

Michael Sanborn, CTFA

Trust Officer

Michael Sanborn is a graduate of North Shore Community College with a concentration in business administration and the New England Banking Institute with a concentration in commercial lending. Mike continued his education in trust banking at Cannon Financial Institute earning a Certified Trust and Financial Advisor (CTFA) designation. Mike joined Cape Ann Savings Bank in 2001 specializing in trust administration, bringing nearly 15 years of banking experience, primarily in commercial lending with Gloucester Bank & Trust Company in addition to 14 years of manufacturing and retail business experience.

Kathryn Williams

Kathryn E. Williams, CTFA

Trust Officer/Operations

Kathryn Williams is a 1983 graduate of the Williams School of Banking and a 1999 graduate of the Cannon Financial Institute at Boston University earning a Certified Trust and Financial Advisor (CTFA) designation. Kathy joined the Cape Ann Savings Trust & Financial Services Department in 1995. Prior, she worked for 13 years in trust banking with another local institution, and 9 years in the trust department of a Boston law firm. She is currently responsible for overseeing the daily operations of the department and its personnel. She currently serves as Secretary of the Gloucester Scholarship Fund. Kathy is a member of the Essex County Estate Planning Council and, in her spare time, enjoys spending time with her three grandchildren, vacationing in New Hampshire and along the Annisquam River and playing cribbage.

 

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