Hanson & Doremus Investment Management

Anne Doremus is a CFA® charterholder with 29 years of industry experience, currently serving as an advisor at Hanson & Doremus Investment Management since 1996. She holds a Series 65 license and is based in Burlington, VT. 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 combines passive and active investment strategies across multiple asset classes and provides comprehensive reporting that includes aggregation of outside assets through third-party tools.

Jordan Lafayette is a financial advisor at Hanson & Doremus Investment Management in Burlington, VT, holding a Series 65 license with three years of industry experience. He has been with Hanson & Doremus since 2011. Hanson & Doremus serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a combination of passive and active investment strategies and offers comprehensive reporting that integrates assets held outside the firm.

Eric Eklof is a CFP® professional with seven years of industry experience, currently serving at Hanson & Doremus Investment Management. He has been with the firm since 2017 and was previously with the same firm from 2007 to 2017, totaling 17 years of service. Hanson & Doremus Investment Management serves a diverse client base including individuals, business entities, trusts, estates, pension plans, financial institutions, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, using a combination of passive and active investment strategies tailored to client needs.

Mark Andrews is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Hanson & Doremus Investment Management with two years of industry experience. Prior to joining Hanson & Doremus, he worked at the Federal Reserve Bank of New York and has academic experience at Johns Hopkins SAIS and the Tuck School of Business at Dartmouth. Hanson & Doremus Investment Management serves a diverse client base including individuals, business entities, trusts, and charitable organizations. The firm employs a blend of passive and active investment strategies across multiple asset classes and offers comprehensive portfolio management, financial planning, and retirement-plan advisory services.

Elisabeth Ford is a CFP® and CFA® with six years of industry experience, currently serving as a financial advisor at Hanson & Doremus Investment Management since 2018. Prior to joining Hanson & Doremus, she worked for seven years with the Green Mountain American Poolplayers Association. Hanson & Doremus provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm combines passive and active investment strategies across multiple asset classes and offers comprehensive reporting that includes aggregation of assets held outside the firm’s management.

Alexander Watson is a CFP® and CFA® with eight years of industry experience. He has worked at Hanson & Doremus Investment Management since 2018 and previously spent six years at NISA Investment Advisors, LLC. Hanson & Doremus 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, utilizing a combination of passive and active investment strategies across multiple asset classes, and provides comprehensive reporting that includes assets held outside the firm’s management.

Neil Macker is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Hanson & Doremus Investment Management. Before joining Hanson & Doremus in 2023, he spent nine years with Morningstar Research LLC. Hanson & Doremus serves a diverse client base including individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm combines passive and active investment strategies to build customized portfolios and offers discretionary portfolio management, financial planning, and retirement-plan advisory services.

Arthur Wright is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He has been with Hanson & Doremus Investment Management since 2016 and previously worked at TD Ameritrade from 2010 to 2016. Hanson & Doremus serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a combination of passive and active investment strategies with regular client reporting and monitoring.

Evan Pemberton is a CFP®, CFA®, and Series 65 credentialed financial advisor with 16 years of industry experience. He is currently with Hanson & Doremus Investment Management and has been with Maple Capital Management, Inc. since 2015. Hanson & Doremus serves a diverse client base including individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm employs a mix of passive and active investment strategies, offers discretionary portfolio management and financial planning, and provides comprehensive reporting that includes aggregation of outside assets through third-party tools.

Sarah Cocina is a financial advisor at Hanson & Doremus Investment Management with six years of industry experience. She holds a Series 65 designation and previously worked at Guru Media Solutions, Homemaking, and Meredith Corporation. Hanson & Doremus serves a diverse client base including individuals, business entities, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations. The firm combines passive and active investment strategies across various asset classes and offers comprehensive portfolio management, financial planning, and retirement plan advisory services.