The Team
Zuzana Brochu
Zuzana Brochu
President
180 Battery Street, Suite 205
Burlington, VT, 05401
(802) 281-3593
Zuzana joined Mascoma Wealth Management as President in October of 2022. She sets strategic direction for the team and oversees all functional areas of the organization.
Ta Clarke
Ta Clarke
Office Manager
(603) 443-8710
Ta Clarke serves as Office Manager at Mascoma Wealth Management, where she is responsible for operations and client services.
Matthew D. Dattilio
Matthew D. Dattilio
Chief Investment Officer | SVP Senior Portfolio Manager
(603) 443-8652
Matthew Dattilio has been part of the Mascoma Wealth Management team since 2012.
Mike Hemingway
Mike Hemingway
Portfolio Manager
(603) 443-8709
Mike Hemingway serves as a Portfolio Manager for Mascoma Wealth Management.
Kathrin Kaiser
Kathrin Kaiser
AVP Portfolio Manager
(802) 540-5892
Kathrin Kaiser has been part of the Mascoma Bank team since 2018.
Jeffrey Nowell
Jeffrey Nowell
Chief Trust Officer | Senior Portfolio Manager
(802) 489-7404
Jeff Nowell brings a comprehensive client-management skill set to his role on the wealth management team.
Kimberley Robinson
Kimberley Robinson
CFP®, CTFA, Senior Portfolio Manager
(603)-443-8705
Kim Robinson holds the position of Senior Portfolio Manager and Financial Planner at Mascoma Wealth Management. She joined Mascoma Bank in 2004.
Mandy Spencer
Mandy Spencer
Chief Compliance and Operations Officer
(603) 443-8776
As Chief Compliance and Operations Officer, Mandy oversees all regulatory compliance and operational functions for Mascoma Wealth Management, as well as the supervision of the administrative team.
Joplin Wallace
Joplin Wallace
Wealth Administrator
(603)-391-4823
Joplin Wallace serves as a Wealth Administrator in our Burlington, Vermont, office, where he is responsible for operational services on behalf of our clients.
Thomas Zuttermeister
Thomas Zuttermeister
Senior Portfolio Manager
(603)-443-8648
Tom Zuttermeister joined Mascoma Bank in 2014, bringing with him more than 25 years of experience as an investment and financial advisor.