Name

Contact

Phone

ABA Jeremy Excell (membership) (202) 663-5546
ABA Insurance Services Inc. Catherine Kopera (800) 274-5222
Agri-Access Matthew Senter (207) 557-8755
Arctic Wolf Damon Longstreet (888) 272-8429
Arctic Wolf provides 24×7 monitoring, detection and response to cyber threats, as well as ongoing risk management and fully-managed security awareness training.
Atlantic Community Bankers Bank (ACBB) Christina Assyeh (978) 482-5252
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
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 (BFS) 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, a division of BFS, is focused exclusively on providing crime-related insurance products for financial institutions.
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.
Blue Spruce Technologies Mike Nadeau (800) 794-0452
Blue-U Defense, LLC Joseph Hileman (603) 440-3937
Career Management Associates David R. Ciullo (207) 780-1125
Cayer Security Services, Inc. Jenny King (207) 453-9177
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 (202) 644-8880
Convene, Inc John Miller (800) 795-2024
CoStar Group Graham Trudeau (617) 699-1448
CoStar provides commercial real estate property and market data for credit underwriting, deal sourcing and portfolio management. CoStar Lender is a platform for loan portfolio surveillance, concentration analyusis, and risk forecasting.
Cross Insurance Nicole Stevens (207) 404-5328
Crowe LLP K.T. Trevdedi (617) 419-4101
Deer Brook Consulting, Inc. Ande Smith (207) 387-0396
Eaton Peabody Gretchen L. Jones, Esq. (207) 947-0111
Eaton Peabody provides counsel to commercial lending institutions, creditors, and borrowers in a wide variety of secured and unsecured transactions, as well as bankruptcy, workout, and foreclosure services where necessary.
Engage fi Jake Fowler (844) 4157962
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
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 Payment Systems Patrick Murphy (603) 387-3493
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 Network Michael O’Brien (703) 292-3400
Jack Henry Rob Thompson (704) 357-0298
K&L Gates LLP Robert Tammero (617) 951-9114
Kaeding & Company Kevin Kaeding (508) 460-0165
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 David Guerino (802) 316-4333
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
MaineShare Amanda Langley (207) 622-0105
Maine State Housing Authority Patricia Harriman (207) 626-4600 or 1-800-452-4668
Maine Technology Group Jon Perkins (207) 692-0955
Modern Capital ES Ryan Millman (401) 595-6020
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) 97-5161
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
Preti Flaherty Adam J. Shub, Esq. (207) 791-3000
R&T Deposit Solutions Emily Fox (212) 830-5241
R&T Deposit Solutions and Total Bank Solutions completed a combination in 2022 to provide unique cash sweep, deposit funding and securities-based lending to banks.
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 Christine Hakkola (207) 992-2300
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) 951-7710
(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.
Stephens Inc. Frank Sorrentino
Nate Mittag
(212) 981-1700
Stifel/KBW Frederick Wassmundt (212) 887-7798
Strategic Resource Management Brian Hoffman (901) 681-0204
Systems Engineering Joe McIntyre (888) 624-6737
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 LLPs 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.

 

Legislative Affiliate Members

Name

Contact

Phone

Wells Fargo Caitlin Lucchino (202) 580-5350