Hanson & Doremus Investment Management

Anne Doremus is a CFA® charterholder with 29 years of industry experience, serving at Hanson & Doremus Investment Management since 1996. She holds a Series 65 license and is based in Burlington, VT. Hanson & Doremus Investment Management is a ten-advisor team managing approximately $1.06 billion across individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm combines passive index strategies with active fundamental selection and employs multi-faceted analysis to manage customized portfolios, providing both investment management and financial planning services.

Jordan Lafayette is a financial advisor at Hanson & Doremus Investment Management with three years of industry experience. He holds the Series 65 designation and is based in Burlington, VT. Lafayette has been with Hanson & Doremus, a firm with a team of ten advisors, since 2011. Hanson & Doremus provides discretionary investment management, financial planning, and consulting services to individuals, businesses, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm combines passive index-based strategies with active, fundamental portfolio management and employs both fundamental and technical analyses to manage client assets.

Eric Eklof Jr. is a CFP® professional with seven years of industry experience working at Hanson & Doremus Investment Management in Burlington, VT. He has been with the firm continuously since 2007, contributing to its advisory team over that period. Hanson & Doremus provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm’s ten-adviser team manages approximately $1.06 billion across about 584 client relationships, offering customized portfolios that incorporate both passive index-based strategies and active fundamental selection.

Mark Andrews is a CFA® charterholder and holds a Series 65 license, working with Hanson & Doremus Investment Management in Burlington, VT. He has three years of industry experience, including prior roles at the Federal Reserve Bank of New York and Albright Capital Management. Andrews also spent two years at the Johns Hopkins School of Advanced International Studies. Hanson & Doremus provides discretionary investment management, financial planning, and consulting services to individuals, businesses, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm manages approximately $1.06 billion across 584 client relationships using both passive index strategies and active fundamental analysis, with a team of ten advisers located across nine offices.

Elisabeth Ford is a CFP® and CFA® credentialed advisor at Hanson & Doremus Investment Management in Burlington, VT, with seven years of industry experience. She has been with Hanson & Doremus since 2018 and previously worked for Green Mountain American Poolplayers Association for seven years. Hanson & Doremus is a ten-advisor team providing discretionary investment management, financial planning, and consulting to individuals, businesses, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm combines passive and active portfolio management strategies and employs fundamental, technical, and cyclical analysis, supported by operational governance, client-service infrastructure, and the use of AI tools under a human-reviewed policy.

Alexander Watson is a CFP® and CFA® credentialed financial advisor with eight years of industry experience. He has been with Hanson & Doremus Investment Management since 2018 and previously worked at NISA Investment Advisors, LLC for six years. Watson is based in Burlington, VT. Hanson & Doremus Investment Management is a ten-advisor team that provides discretionary investment management, financial planning, and related consulting to a wide range of clients, including individuals, business entities, trusts, and pension plans. The firm uses both passive index strategies and active fundamental selection, incorporating various forms of analysis and customized portfolio construction.

Neil Macker is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Hanson & Doremus Investment Management. Prior to joining Hanson & Doremus in 2023, he worked at Morningstar Research LLC for nine years. Hanson & Doremus is a ten-adviser team that provides discretionary investment management, financial planning, and consulting services to individuals, businesses, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm manages approximately $1.06 billion across about 584 client relationships, using both passive index funds and active fundamental selection with ongoing monitoring and reporting.

Arthur Wright is a CFP® and holds a Series 66 license, with 19 years of experience in the financial advisory industry. He has been with Hanson & Doremus Investment Management since 2016, working as part of their ten-advisor team in Burlington, VT. Hanson & Doremus provides discretionary investment management, financial planning, and consulting services to individuals, institutions, and charitable organizations. The firm combines passive and active investment strategies, employing fundamental, technical, and cyclical analysis, and manages approximately $1.06 billion across over 580 clients.

Evan Pemberton is a CFP® and CFA® with 16 years of industry experience. He is currently with Hanson & Doremus Investment Management and has previously worked at Maple Capital Management, Inc. since 2015. Hanson & Doremus is a ten-adviser team providing discretionary investment management, financial planning, and related consulting services to individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm employs a combination of passive and active investment strategies and uses third-party aggregation and planning platforms to deliver comprehensive client reporting.

Sarah Cocina is a financial advisor at Hanson & Doremus Investment Management in Burlington, VT, with three years of industry experience. She holds a Series 65 designation and has worked at Hanson & Doremus since 2020. Prior to her current role, she was employed at Guru Media Solutions, Homemaking, and Meredith Corporation. Hanson & Doremus provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm manages approximately $1.06 billion across about 584 client relationships, using a combination of passive index strategies and active fundamental selection, along with technical and cyclical analysis.