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Bonnie McLellan

VP and Senior Investment Officer at Trust Co. of Vermont

Rutland, VT , United States

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

OrganizationRoleDate RangeDetails
Trust Company of VermontVP and Senior Investment OfficerSep 2007 to Present
TD/Baknorth Investment Management GroupVice President and Senior Investment MangerSep 2000 to Sep 2007

Skills & Expertise

Investments
Asset Managment
Portfolio Management
Asset Allocation
Asset Management
Wealth Management
Equities
Investment Management
Investment Strategies
Investment Advisory
Alternative Investments
Securities
Financial Analysis

Others at Trust Co. of Vermont (5)

NameRoleLocation
C
Chris Cassidy
Investment OfficerBurlington, VT , United States
David DeBellis
David DeBellis
Principal and Portfolio ManagerSaint Albans City, VT , United States
Paul Copeland
Paul Copeland
Investment OfficerBrattleboro, VT , United States
Christopher Lafayette
Christopher Lafayette
Chief Investment OfficerBurlington, IA , United States
Devon Walsh
Devon Walsh
Portfolio ManagerEssex, VT , United States