About
Bonnie McLellan is Vice President and Senior Investment Officer at the Trust Company of Vermont, where she oversees investment strategy and portfolio management for individual and institutional clients. Her primary responsibilities include asset allocation, manager selection, and guiding clients through complex market environments, with a focus on maintaining fiduciary standards and customized solutions.
With more than two decades of experience in investment management, Bonnie previously served as Vice President and Senior Investment Manager at TD/Baknorth Investment Management Group. At Trust Company of Vermont, she is an active member of the investment committee, contributing to decision-making across equity, fixed income, and alternative asset classes, with a specific emphasis on financial and consumer sectors.
Bonnie has built a reputation for her thoughtful approach to client service and portfolio construction, though public records do not list her educational credentials. Her long tenure in Vermont’s wealth management community reflects a commitment to client-centered investment advice, risk management, and results-driven performance.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trust Company of Vermont | VP and Senior Investment Officer | Sep 2007 to Present | — |
| TD/Baknorth Investment Management Group | Vice President and Senior Investment Manger | Sep 2000 to Sep 2007 | — |
Skills & Expertise
Others at Trust Co. of Vermont (5)
| Name | Role | Location |
|---|---|---|
C Chris Cassidy | Investment Officer | Burlington, VT , United States |
| Principal and Portfolio Manager | Saint Albans City, VT , United States | |
| Investment Officer | Brattleboro, VT , United States | |
| Chief Investment Officer | Burlington, IA , United States | |
| Portfolio Manager | Essex, VT , United States |