Colleen C. Barry
Prior to joining Penobscot, Colleen was a Fixed Income Product Manager at Eaton Vance, a mutual fund company based in Boston. Before joining Eaton Vance, she was with Brown Brothers Harriman. Colleen is a CFA Level III candidate and graduated with a Bachelor of Science degree in Accounting from the University of Massachusetts Amherst before earning a Master of Business Administration at Babson College. Colleen is a member of the Boston Security Analysts Society and is a member of Dana-Farber's Leadership Council. Colleen has competitively run several marathons; her most memorable taking place in Clonakilty, Ireland where she was the women’s champion.
Eugene H. Clapp
Co-Founder, Portfolio Manager
Gene is one of the founders of Penobscot Investment Management. His extensive industry experience includes managing portfolios for families and institutions for more than 25 years. Prior to forming Penobscot, Gene held financial and management positions at Pfizer, Inc. in Boston and New York. He currently serves as a Corporate Member of Partners HealthCare System and as a Trustee of Partners Continuing Care, Inc. He is also a Director of the Conservation Law Foundation of New England and Director of the National Rowing Foundation. A member of the Boston Security Analysts Society, Gene graduated with a Bachelor of Arts degree from the University of Pennsylvania before earning a Master of Business Administration at the University of Chicago. A member of the 1972 Olympic rowing team, he is still involved with rowing and non-profit organizations in his Boston neighborhood.
Daniel B. Ford III
Director, Portfolio Manager
Dan is a shareholder and Director of Penobscot. He has been an Investment Advisor and Portfolio Manager for over 17 years. Prior to joining Penobscot, he founded Rock Harbor Management, a Cape Cod-based investment firm. Currently, he is the Treasurer for a non-profit sailing program in York, Maine and has served as a Director for the Dover Foundation and the Grenville Education Foundation. Dan graduated from Yale University with a Bachelor of Arts degree in History and is a member of the Boston Security Analysts Society. He lives in York, Maine with his wife and five children.
Douglas E. Hart
Co-Founder, Portfolio Manager
Prior to forming Penobscot with Gene Clapp, Doug was a Principal and Portfolio Manager with Marsh & Cunningham, Inc., an investment management firm in Boston. Before joining Marsh & Cunningham, Inc. he was with Kidder Peabody & Co. In addition, he is an Honorary Trustee of both the Emma Willard School in Troy, New York and Plimoth Plantation, a Director and President of The Wildlands Trust of Plymouth, Massachusetts and a member of the Boston Economics Club. He also serves on the presidential scientific advisory committee for the Claudia Adams Barr Program in Innovative Basic Cancer Research at the Dana-Farber Cancer Institute in Boston. Doug is a graduate of the Boston University School of Management with a Bachelor of Science degree in Business Administration and has run eleven marathons in Boston and San Francisco.
Charles F. "Cap" Kane, Jr.
Cap has four decades of experience advising individual investors and managing their porfolios. Before joining Penobscot, he spent 33 years in the securities industry, serving as a Vice President of Kidder Peabody & Co., a First Vice President of Tucker Anthony and most recently, as a Partner in the Loring Gifford Kane Group at Merrill Lynch. Cap is a former Chair of the investment committee for the Trustees of Reservations, a current Director and Treasurer of the Buchanan Family Foundation of Chicago and a current member of the investment committee for the Duxbury Bay Maritime School. A graduate of Babson College with a Bachelor of Science degree in Finance Administration, Cap enjoys rowing, running and skiing.
Jonathan R. Phillips
For over four decades, Jon has managed portfolios for individual clients, charitable organizations and multi-generational trusts. He joined Penobscot after 25 years with Fiduciary Trust Company in Boston, where he served as both a Vice President and a member of the company’s Board of Directors. His extensive experience includes many years working with estate planning attorneys throughout New England, as well as numerous positions on local civic and charitable boards. He is also the past President of the Rotch Traveling Scholarship, the oldest and most prestigious scholarship for young architects in the United States. He holds a Bachelor of Arts degree in English and American Literature from Brown University. Jon served for 14 months in the infantry in Vietnam, during which time he was awarded the Bronze Star for Heroism, the Purple Heart and the Air Medal. An avid outdoor sportsman, Jon has hunted and fished all over New England and is the author of a book about bird hunting.
Martha Silber Hathaway
Director of Operations & Administration
Martha joined the Penobscot team in 2015 and is responsible for the Operations and Administrative side of the firm. Prior to her current role, she served in senior financial and operational roles at the National Center on Time and Learning and Lotus Development Corporation and oversaw bookkeeping and house management for a private individual. Martha earned a Bachelor of Science degree in Business Administration from Trinity University in San Antonio, Texas. At home, Martha and her family garden organically, raise chickens and keep bees.
Senior Client Services Administrator & Head Trader
Kerry joined the Penobscot team in 2016. Prior to her current role, she worked as a Trust Administrator for 15 years. She has over 25 years of experience servicing clients and their families on a wide range of matters including tax and estate planning, investments, life insurance and real estate. Kerry earned an Associate of Applied Science degree in Business Management from Bay State College. In her spare time, Kerry enjoys hiking, biking and traveling with her family.
Client Services Administrator
Alessandra joined the Penobscot team in 2016. Prior to her current role, she worked at Morgan Stanley as a Client Service Associate. Alessandra earned a Bachelor of Arts degree in History and a minor in Business Administration from Northeastern University. In her spare time, Alessandra enjoys hiking, tennis, and spending time with her family and friends.
Senior Compliance & Operations Administrator
Kristin joined the Penobscot team in 2014. Prior to her current role, she worked at Fidelity Investments as a Trust Administrator and, most recently, as a Senior Business Analyst. Her experience includes account and trust administration, client service, financial accounting and business analysis. Kristin earned a Bachelor of Arts degree in English from Skidmore College and a Master of Business Administration from the Boston University School of Management. In her spare time, Kristin enjoys biking, skiing and cooking for her family and friends.