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Chris Cassidy

Investment Officer at Trust Co. of Vermont

Burlington, VT , United States

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

OrganizationRoleDate RangeDetails
Trust Company of VermontInvestment OfficerJun 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

Business Strategy
Portfolio Management
Financial Modeling
Microfinance
Investments
Asset Management
Fixed Income
Strategic Planning
Financial Analysis

Others at Trust Co. of Vermont (5)

NameRoleLocation
B
Bonnie McLellan
VP and Senior Investment OfficerRutland, 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