Name |
Contact |
Phone |
| ABA | Jeremy Excell (membership) | (202) 663-5546 |
| ABA Insurance Services Inc. | Catherine Kopera | (800) 274-5222 |
| ACBB (Atlantic Community Bankers Bank) | Christina Aysseh | (860) 576-0287 |
| Adlumin, an N-able Company | Jeff Miller | (202) 352-8001 |
| Agri-Access | Matthew Senter | (207) 557-8755 |
| ATX Advisory Services | Denise Butler | (207) 604-8919 |
| ATX helps community finance organizations simplify complex software and data initiatives through expert guidance around technology strategy, selection, implementation, integration, analytics, reporting, automation, data cleansing, and data warehouse development. | ||
| The Baker Group | Nicholas Ward | (405) 415-7308 |
| Baker Newman Noyes | Jeff Skaggs | (207) 879-2100 |
| Baker Newman Noyes (BNN) is one of the nation’s top 100 accounting and advisory firms. The BNN banking practice works with financial institutions across New England and beyond. www.bnncpa.com | ||
| The Baldwin Group | Ryan Masteller | (917) 846-5548 |
| Top 20 independent insurance broker with Kennebunkport offices specializing in D&O and Cyber Liability (and related products) for community and regional banks. | ||
| Bankers Healthcare Group (BHG) | Melissa Whelan | (646) 603-6105 |
| Barret School of Banking | Chris Kelley | (901) 321-4000 |
| Berkley Financial Specialists | Joe Gresia | (212) 822-3316 |
| Berkley Financial Specialists is dedicated to providing customized, comprehensive insurance solutions and outstanding personalized service to financial institutions. We offer specialized management liability and fidelity coverages. Berkley Crime is focused exclusively on providing crime-related insurance products for financial institutions. | ||
| Bernstein Shur | Steven R. Gerlach, Esq. | (207) 774-1200 x 7128 |
| Bernstein Shur provides legal services to the banking industry. Attorney Gerlach represents the Maine Financial Institutions Employee Benefits Trust. | ||
| BerryDunn | Robert Smalley | (207) 775-2387 |
| BerryDunn partners with you, helping you take advantage of financial opportunities and respond to change. From industry-specific assurance services to specialized tax strategies, we put our know-how to work in ways that fit your individual operational styles and needs. | ||
| Career Management Associates | David R. Ciullo | (207) 780-1125 |
| Cayer Security Services, Inc. | Jenny King | (207) 453-9177 |
| Center for Financial Training | Emily Laroche | (860) 8629-8981 |
| The Center for Financial Training is dedicated to providing professionally administered education and training that continually meets the needs of banks, credit unions, and other employees in the financial services industry. | ||
| ClearRock, Inc | Skip Bates | (207) 974-6287 |
| ChaseCompGroup, LLC | Diana Chase | (404) 368-9091 |
| Cobblestone Management LLC | Steven Carpinella | (508) 583-7005 |
| COCC | Susan Salecky | (877) 678-0444 |
| COCC, a recognized leader in delivering innovated comprehensive technology partnerships, offers feature-rich, modern standards-based core and digital banking solutions, combining intuitive user experiences and APIs to streamline advanced fintech integrations. | ||
| Cogent Law Group LLP | Chris Van Dyck | (207) 844-0196 |
| Cross Insurance | Nicole Stevens | (207) 404-5328 |
| Crowe LLP | K.T. Trevdedi | (617) 419-4101 |
| Deer Brook Consulting, Inc. | Ande Smith | (207) 387-0396 |
| Engage fi | Trisa Wetzel | (828) 421-0226 |
| Engage fi is redefining what it means to be consultants, helping financial institutions set strategies and select partners while focusing on consumer experience, ROI, and long-term relevance. Let’s Engage! www.engagefi.com | ||
| EPG, Inc. | David L. Thomas | (781) 235-2666 |
| EPG, Inc. is a trusted partner to the community banking industry for over two decades, providing comprehensive Asset Liability Management services integrated with client-centered investment advisory expertise. EPG, Inc. is a registered SEC advisor. | ||
| Federal Home Loan Bank of Boston | Ana Dyer | (617) 292-9600 |
| FHN Financial | Trae Winston | (901) 435-8757 |
| Finance Authority of Maine | Carlos Mello | (207) 623-3263 |
| FAME provides financial solutions that help Maine businesses succeed. Visit our website, www.FAMEmaine.com to learn more about our commercial loan insurance; bond; subordinated debt; direct loan and tax credit financing programs. | ||
| Fiserv | Peter Kadra | (860) 652-1211 |
| Fisher Phillips | Pawel Binczyk | (207) 477-7002 |
| FiVerity | Amanda Goodwin | (781) 742-7400 |
| Glenn G. Geiger Company, Inc. | Daniel Geiger | (203) 202-9233 |
| Goodwin | Samantha Kirby | (617) 570-8794 |
| Goodwin provides world-class advisory services in the banking & financial industries. Our unique combination of deep experience serving both the innovators and investors in a rapidly-changing, technology-driven economy sets us apart. | ||
| Granite State Development Corp | Paul Collins | (207) 773-5988 |
| Griffin Financial Group | Richard Quad | (646) 254-6397 |
| Griffin Financial Group is a boutique investment bank providing merger and acquisition advisory, financing and strategic consulting services for both healthy and financially challenged businesses. | ||
| The Hanover Insurance Group | Laurie Webb | (207) 771-5000 |
| Heartland, a Global Payments Company | Patrick Murphy | (603) 387-3493 |
| Holloway Group, LLC | TJ Holloway | (207) 735-3775 |
| Honeck O’Toole, an Archer Lewis Firm | Mike Formas | (207) 805-5820 |
| Honeck O’Toole, an Archer Lewis firm, offers Tax Preparation, Accounting, and Consulting services to help small businesses grow and succeed. Additionally, we offer Bookkeeping, Payroll, Fractional CFO, and Business Valuations. | ||
| ICBA | Faith Lutat (membership) | (202) 821-4499 |
| The Independent Community Bankers of America® has one mission: to create and promote an environment where community banks flourish. ICBA powers the potential of the nation’s community banks through effective advocacy, education, and innovation. | ||
| ICBA Securities | Jim Reber | (800) 422-6442 |
| ICBA Securities provides a full suite of investment products and services for community banks through its exclusively endorsed broker, Stifel. Included are traditional debt securities, interest rate products, whole loans, and M&A and bank valuation services. | ||
| Institutional Insurance Group, LLC | Matthew Henebry | (860) 789-2287 |
| IntraFi | Michael O’Brien | (703) 292-3400 |
| IntraFi has provided deposit placement and wholesale funding services for over 3,000 financial institutions for more than 20 years. IntraFi helps its network participants grow strong, loyal customer relationships, fund more loans, earn fee income, and seamlessly manage liquidity through all market conditions. | ||
| Jack Henry | Rob Thompson | (704) 357-0298 |
| The Kafafian Group, Inc. | Ben Crowley | (973) 299-0300 |
| The Kafafian Group serves community financial institutions by helping senior leaders develop profitable strategies that lead to long-term success. These include performance measurement, strategic management, profit and process improvement, management advisory, and financial advisory services. | ||
| KeyState Captive Management, LLC | JD David | (702) 598-3788 |
| Lebel & Harriman Retirement Advisors, LLP | Jennifer Breton | (207) 773-5390 |
| Lebel & Harriman are 401(k) and financial planning experts. Our advisors partner with businesses and individuals to improve retirement outcomes. | ||
| Luse Gorman | Kent Krudys | (202) 274-2019 |
| Luse Gorman (www.luselaw.com) has specialized in legal representation of community banks for 30 years and is consistently ranked as the leading law firm in mergers and acquisitions, mutual-to-stock conversions and mutual holding company reorganizations. | ||
| M&M Consulting, LLC | Dean Stockford | (413) 455-2203 |
| Maine State Housing Authority | Patricia Harriman | (207) 626-4600 or 1-800-452-4668 |
| Maine Technology Group | Jon Perkins | (207) 692-0955 |
| Monarch Information Security Consulting | Joe Kurlancki | (207) 808-0472 |
| MonarchISC’s subject matter experts provide banks with Comprehensive Advisory & Assurance Professional Services to create, develop, and manage an effective security program that both supports & secures their business strategy. | ||
| Navis Partners LLC DBA The Navis Group | David Sidon | (978) 495-0915 |
| The NBS Group | Joe Trafton | (860) 967-5161 |
| The NBS Group has been a leading provider of strategy, technology, and performance consulting services for banks and fintechs for over 25 years as a partner to meet the diverse and expanding requirements of the financial services industry. | ||
| NEACH | Linda Gallant | (781) 321-1011 |
| Newcleus LLC | Sarah Grutka | (267) 291-2130 |
| ODP Business Solutions | Kimberly Grant | (512) 661-7615 |
| Pearl Meyer | Rebecca Toman | (508) 460-9600 |
| Pearl Meyer advises boards and senior management on the alignment of executive compensation with business and leadership strategy, making pay programs a powerful catalyst for value creation and competitive advantage. | ||
| Pemberton & Associates | Derek Pemberton | (207) 775-1772 |
| Pentegra Retirement Services | John Schafer | (317) 506-6875 |
| Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions to banks nationwide. As one of America’s oldest independent fiduciaries, we deliver retirement plans that run with less risk, greater efficiencies and improved outcomes. | ||
| Performance Trust Capital Partners | Emily Guidroz Austin Nicholas |
(312) 521-1000 (207) 329-6726 |
| Perkins Thompson | David C. Johnson, Esq. | (207) 774-2635 |
| Pierce Atwood LLP | Emily Cooke | (207) 791-1100 |
| Pierce Atwood is a full-service law firm with offices throughout New England. We provide a broad range of transactional, regulatory, advisory, and dispute resolution services to financial institutions. www.pierceatwood.com/practice-areas/banking-financial-services | ||
| Piper Sandler & Co. | Jad DeQuattro | (212) 466-7800 |
| Portland Safe, Inc. | John Fecteau | (207) 358-4000 |
| Practus, LLP | Andrea Shaw | (207) 512-2683 |
| Practus, LLP has a strong team supporting the financial services industry with lawyers in Maine and around the US. | ||
| PretiFlaherty | Adam J. Shub, Esq. | (207) 791-3000 |
| PWCampbell | Brian Burke | (603) 554-0273 |
| PWCampbell offers design-build, branding, technology, and consulting services. We’re a complete solution for dynamic retail environments. A Women’s Business Enterprise, we’re committed to delivering design innovation to meet your goals. | ||
| REMM Financial Services, LLC | Daniel Fitzgerald | (207) 848-7300 |
| Maine’s first SOC 2 Certified Financial Statement Provider. Banks throughout the state trust REMM to accurately map, script, print and mail hundreds of thousands of DDA Statements and Notices every month on time. | ||
| Rivel | Melissa Randi | (203) 331-5118 |
| Rudman Winchell | Maddie Johnson | (207) 992-2302 |
| Rudman Winchell is your trusted legal partner in the banking sector. With locations in Bangor and Ellsworth, we specialize in financial agreements, vendor contracts, and employment contracts. We provide precise legal support tailored to the unique needs of financial institutions. | ||
| S&P Global Market Intelligence | Ryan Chakalos | (434) 529-2870 |
| S&P Global Market Intelligence integrates financial and industry data, research and news into tools that help banks track performance, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. | ||
| Smith & Wilkinson | Cameron Boyd | (207) 510-6666 |
| Southern Maine Finance Agency | Will Armitage | (207) 282-1748 |
| SMFA works directly with bankers to provide 504 loans and other debt solutions to help businesses grow. Visit our web site to learn more about our subordinated debt and direct loan programs. | ||
| Stifel/KBW | Frederick Wassmundt | (212) 887-7798 |
| Strategic Resource Management | Brian McGuirk | (901) 681-0204 |
| Travelers | Kristin Ryan | (781) 817-8417 |
| Travelers offers insurance and risk mitigation services to help banks address a variety of exposures, including D&O, EPL, fiduciary, cyber, professional liability, financial institution bonds, and property/casualty coverages. | ||
| Verrill | Tawny Alvarez | (207) 774-4000 |
| Wipfli LLP | Katie Kennedy Tom Loring |
(207) 523-3311 (207) 523-3307 |
| Wipfli’s financial institution professionals educate, advise, and assist financial institutions with their regulatory compliance, profit improvement, risk management, strategic planning, human resource, cybersecurity, information technology, or audit needs. | ||
| Wolf & Company, P.C. | John Doherty | (617) 439-9700 |
| Wolf & Company is a national CPA and business consulting firm with a regional feel, providing assurance, tax, risk management, and business consulting services to nearly 400 institutions across the United States. | ||
