Wealth Management Team

Todd serves as Senior Portfolio Manager at Mascoma Wealth Management. He joined Mascoma Bank in 2013 and focuses on client portfolios and the development of client relationships.

Bob serves as Managing Director of Mascoma Wealth Management. He joined Mascoma Bank in 2012. He brings over 35 years of investment and wealth management experience at both large and small firms in New England to his position at Mascoma Bank.

Ta serves as Office Manager at Mascoma Wealth Management where she is responsible for operations and client services. She joined Mascoma Bank in 2018 with over a decade of financial services and banking experience.  

Matthew Dattilio has been part of the Mascoma Wealth Management team since 2012. Matt is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining Mascoma, he worked in the insurance sector where he gained his Property, Casualty, Life, and Accident & Health licenses. 

As a Portfolio Manager, Mike helps you define your financial goals and understand what type of investment profiles best meet your needs. He collaborates closely with our investment team on research and portfolio construction. He joined Mascoma Bank in 2019 and became part of the Wealth Management team in 2020.

Kathrin has been part of the Mascoma Bank team since 2018. Before joining Mascoma Wealth Management as a Portfolio Manager in 2020, Kathrin worked on the retail side of the bank as a Community Relationship Banker, focusing on developing relationships and providing financial advice for clients in the Burlington, Vermont area.

With over 20 years’ experience in financial advising, Jeff brings a comprehensive client-management skillset to Mascoma.

Kim holds the position of Senior Portfolio Manager and Financial Planner at Mascoma Wealth Management. She joined Mascoma Bank in 2004.

Tom Zuttermeister joined Mascoma in May of 2014.  He came with more than 25 years of experience as an investment and financial advisor. Tom graduated from Keene State College where he earned his B.S. in management with a concentration in finance.