About
Chris Cassidy serves as an Investment Officer at the Trust Company of Vermont in Burlington, VT, where he is responsible for overseeing asset allocation and portfolio management for individual and institutional clients. In this role, he is involved in investment strategy formulation, risk assessment, and client advisory, ensuring customized solutions aligned with clients’ financial objectives.
With nearly two decades at the Trust Company of Vermont, Cassidy has developed deep expertise across a diversified range of asset classes, including equities, fixed income, and alternative investments. His practice focuses on developing prudent investment strategies for clients in both the private wealth and nonprofit sectors, emphasizing long-term, sustainable growth and comprehensive risk management.
Cassidy holds an MBA from the University of Vermont and a degree in Economics from Skidmore College, grounding his professional practice in both analytical rigor and practical financial management. His career is distinguished by a commitment to client service and fiduciary integrity within Vermont’s investment management community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trust Company of Vermont | Investment Officer | Jun 2006 to Present | — |
Education
University of Vermont
Master of Business Administration (MBA), Business Administration and Management, General
2009 — 2012
Skidmore College
Economics
2002 — 2006
Skills & Expertise
Others at Trust Co. of Vermont (5)
| Name | Role | Location |
|---|---|---|
B Bonnie McLellan | VP and Senior Investment Officer | Rutland, 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 |