VP, Senior Trust Officer
Ann Sharpe joined BSNB in 2019 after being in the private practice of law for 24 years. She is responsible for client accounts as the BSNB Trustee, BSNB Executor, and BSNB Fiduciary. As the leader of the department, she is responsible for ensuring that clients and their professional advisors receive excellent service in their interactions with BSNB.
VP, Senior Investment and Trust Officer
Thomas White joined BSNB in 2007. With more than 25 years of portfolio management experience, Mr. White is responsible for managing client stock and bond portfolios while administering client fiduciary relationships.
VP, Trust Officer
Thomas McGrath, CFP® joined BSNB in 2019 and has worked in the Financial Services industry for over 20 years with the last 15 years working as a practicing financial planner. McGrath is a CERTIFIED FINANCIAL PLANNER™ Professional and focuses on various areas of financial planning, including retirement planning, investment management, and risk management.
Thomas McGrath, CFP®Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Senior Wealth Management Operations Administrator
Lisa Glogowski joined BSNB in 1992. Ms. Glogowski is responsible for overall department operations, account administration, and customer communication.