Hanson & Doremus Investment Management

Anne Doremus is a CFA® charterholder and holds a Series 65 license, with 29 years of industry experience. She has been with Hanson & Doremus Investment Management in Burlington, VT since 1996. Hanson & Doremus Investment Management provides discretionary portfolio management, financial planning, and consulting services to individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm uses a combination of passive index allocations and active, bottom-up security selection, with ongoing monitoring and regular client reviews.

Jordan Lafayette is a financial advisor at Hanson & Doremus Investment Management with three years of industry experience. He holds a Series 65 designation and has been with Hanson & Doremus, a firm with fifteen years of history. Hanson & Doremus Investment Management serves a diverse client base including individuals, trusts, pension plans, and charitable organizations by providing discretionary portfolio management and financial planning. The firm employs a combination of passive index strategies and active security selection, with ongoing portfolio monitoring and quarterly client reporting.

Eric Eklof Jr. is a CFP® professional with nine years at Hanson & Doremus Investment Management and a total of 17 years in the industry. He has worked exclusively at Hanson & Doremus throughout his career. Hanson & Doremus Investment Management provides discretionary portfolio management, financial planning, and related consulting services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm combines passive index allocations with active security selection and emphasizes ongoing portfolio monitoring and client reporting.

Mark Andrews is a CFA® charterholder and holds a Series 65 license, currently serving as an advisor at Hanson & Doremus Investment Management with three years of industry experience. Prior to joining Hanson & Doremus, he worked at the Federal Reserve Bank of New York for six years and Albright Capital Management. He also has a background in academia, having been affiliated with Johns Hopkins School of Advanced International Studies. Hanson & Doremus Investment Management provides discretionary portfolio management, financial planning, and consulting services to a range of clients including individuals, trusts, pension plans, and charitable organizations. The firm employs a blend of passive index strategies and active security selection, with ongoing portfolio monitoring and periodic comprehensive reporting.

Elisabeth Ford is a CFP®, CFA®, and Series 65 credentialed advisor at Hanson & Doremus Investment Management with seven years of industry experience. She has been with Hanson & Doremus since 2018. Prior to her financial advisory career, she spent seven years with the Green Mountain American Poolplayers Association. Hanson & Doremus Investment Management serves individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations by providing discretionary portfolio management, financial planning, and related consulting. The firm combines passive index allocations with active security selection based on fundamental, technical, and cyclical analysis, offering customized portfolios with ongoing monitoring and quarterly client reporting.

Alexander Watson is a CFP® and CFA® with nine years of experience in the financial advisory industry. He has worked at Hanson & Doremus Investment Management since 2018 and previously spent six years at NISA Investment Advisors, LLC. Watson is based in Burlington, VT, and is part of a ten-advisor team. Hanson & Doremus Investment Management provides discretionary portfolio management, financial planning, and related consulting to individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm uses a blend of passive indexing and active security selection, with ongoing monitoring and quarterly client reviews to manage approximately $1.06 billion in assets.

Neil Macker is a CFA® charterholder with four years of industry experience. He has been with Hanson & Doremus Investment Management since 2023 and previously worked for nine years at Morningstar Research LLC. Hanson & Doremus Investment Management provides discretionary portfolio management, financial planning, and consulting services to a range of clients including individuals, trusts, pension plans, and charitable organizations. The firm combines passive index allocations with active security selection and employs ongoing portfolio monitoring, regular rebalancing, and client reporting.

Arthur Wright is a CFP® professional with 19 years of experience in the financial industry. He has been with Hanson & Doremus Investment Management since 2016 and holds the Series 66 designation. Hanson & Doremus Investment Management serves a diverse client base, including individuals, businesses, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm combines passive index allocations with active, bottom-up security selection and provides discretionary portfolio management and financial planning through a team of ten advisors.

Evan Pemberton is a CFP®, CFA®, and holds a Series 65 license with 17 years of industry experience. He is currently with Hanson & Doremus Investment Management, joining the firm in 2024 after eight years at Maple Capital Management, Inc. and six years at Rock Point Advisors, LLC. Hanson & Doremus Investment Management serves a range of clients including individuals, trusts, pension plans, and charitable organizations by providing discretionary portfolio management and financial planning. The firm uses a combination of passive index allocations and active security selection, incorporates ongoing monitoring and rebalancing, and delivers comprehensive quarterly reporting for approximately 584 clients through its team of ten advisors.

Sarah Cocina is a financial advisor at Hanson & Doremus Investment Management with three years of industry experience. She holds a Series 65 designation and has been with Hanson & Doremus since 2020. Prior to her current role, she worked at Guru Media Solutions, Homemaking, and Meredith Corporation. Hanson & Doremus Investment Management serves a diverse client base including individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm offers discretionary portfolio management and financial planning through a combination of passive indexing and active security selection, emphasizing ongoing monitoring and regular rebalancing.