Founded in 2001, Spinnaker Trust is a trust company based in Portland, Maine. We serve families and institutions all across the country—all with something in common. Our clients want personal service, expert advice, long-term relationships and a reason to come to Portland now and then to eat in our great restaurants and see the beautiful Maine coast.

We all have chosen to live and work in this great city and state for many reasons. Not the least of which is the great outdoors and the culture of hard work and hard play. We do not leave our values at the door. We strive to offer our clients portfolios that match their cares and concerns, including a flagship Fossil Fuel Free portfolio.

Lastly, but top of our minds, is picking the ‘best-in-class’ technology and data security partners. We could not do our jobs without committed partners helping us to offer you the best possible client experience. This is a firm wide, top-down, core value.

Our History

2001

Founder Dick Curran began Spinnaker's operations on Milk St. in Portland's Old Port with 6 people and two dogs

Rolls out its fund-of-funds Spinnaker Diversified Managers Fund
2003

AUM reaches $100,000,000
2004

AUM reaches $200,000,000
2007

Spinnaker launches its first private equity fund

Spinnaker Trust creates an Employee Stock Ownership Plan (ESOP) and team members become part owners of the firm
2009

Spinnaker launches its first real estate fund
2010

AUM reaches $500,000,000 managed by a team of 14
2011

Spinnaker moves to current space on Free St., in Portland's Art's district
2012

Spinnaker merges with RAM Trust Services

AUM crosses the $1,000,000,000 mark

Fossil Fuel Free portfolio launches
2015

Amanda Rand, Bob Gould, Sara Lewis and Jessamyn Norton join Dick Curran as Principals of the firm

Spinnaker expands ESOP Trustee services to cover the Northeast
2018

Amanda Rand becomes President of Spinnaker Trust, Dick Curran remains Chairman of the Board
2019

AUM reaches $1,900,000,000 as team grows to 32

Cynthia C. O'Rourke, CFP® named Principal
2020

Seamlessly moved all staff to work at home, hired three employees

Jeannine Pendergast, CPA named Principal
2021

AUM reaches $2,500,000,000
2023

Drew Oestreicher named Principal
2024

Caitlin DiMillo named Principal

“Welcome to Spinnaker Trust, where our people truly set us apart from other financial services firms. Our team has strong women in leadership roles and staff of all ages, from their 20s up to almost 70. We have Chartered Financial Analysts, MBAs, lawyers, CPAs, Certified Financial Planners and more all on staff. We really pride ourselves on being very high touch and spotting and solving problems for clients, often before they even know there is an issue. I’m extremely proud of our team. ”

— Amanda V. Rand, Esq., President & CEO