PLIMOTH INVESTMENT ADVISORS - Key Persons
Job Titles:
- Officer
- Vice President, Operations
Job Titles:
- Vice President
- Life Member
- Vice President, Wealth Management Officer
Carol has 34 years of experience within the financial services industry. Prior to
joining Plimoth Investment Advisors in 2019, she was with Ropes & Gray LLP -
Carol is a graduate of Suffolk University with a Bachelor of Science in Business
A resident of Halifax, Massachusetts, Carol is a Life Member, Habitat Partner and Volunteer in Conservation with the Rocky Mountain Elk Foundation, currently serving as Financial Chair for the Boston Chapter.
Job Titles:
- Senior Wealth Management Associate
Charlene joined Plimoth Investment Advisors in 2011. She started as an Administrative Assistant and has been promoted to Wealth Management Associate II. Charlene is a team player and has built strong relationships with her peers and customers alike. She is an experienced banking professional, having previously worked at Santander Bank as an Administrative Assistant to the Regional President in Commercial Lending. Prior to that, she worked as a Sales Assistant for ten years at Jansco Marketing, Inc. in Plymouth. Charlene attended Massasoit Community College, majoring in Business Administration.
Charlene grew up in Hanover, MA, and now lives in Carver with her daughter, Priscilla. In her spare time, she enjoys watching her daughter play college soccer.
Job Titles:
- Assistant Vice President
- Assistant Vice President, Retirement Plan Officer
As a Retirement Plan Officer with Plimoth Investment Advisors, Danielle manages
Job Titles:
- Vice President
- Board Director and Finance Committee Member of the Community Health / Center of Cape Cod
- Vice President, Wealth Management Officer
Job Titles:
- Vice President
- Vice President, Wealth Management Officer
Debra has over 48 years of Trust Investment Services. After spending 12 years in Trust Operations at Bank of New England, formerly Fall River National Bank, she joined the Investment Management & Trust Services Group at Citizens-Union Savings Bank, now Plimoth Investment Advisors in 1986 as a Trust Operation Supervisor. In 2007, she advanced to the Trust Administration area as a Wealth Management Officer.
In additional to her experience, Debra has completed various courses offered through the Massachusetts Bankers Association. Debra is a Board Member of Bristol Elder Services in Fall River, MA, and SouthCoast Health Ambassadors, where she is on several different committees. Debra has volunteered at the Fall River Boys and Girls Club, participates in Credit for Life at area high schools and was a past loan officer to the United Way.
Debra grew up and still resides in Westport with her husband, Robert. She raised three beautiful grown daughters and has been blessed with six grandchildren, two girls and four boys, with whom she spends most of her free time. She enjoys attending many of their baseball, basketball, field hockey, golf, soccer and lacrosse games
Job Titles:
- Officer
- Senior Vice President, Operations
Ed began working in the trust and investment industry in 1992, after spending
several years in retail banking. From the beginning, he has enjoyed working for
Job Titles:
- Investment Officer
- Vice President
Jeff has over 30 years of experience in the financial services industry. Prior to joining Plimoth Investment Advisors in 2014, Jeff was a Director of Client Services at Pyramis Global Advisors, the institutional fund manager of Fidelity Investments. In this role, which he held for six years, he was the primary contact for complex foreign and domestic client relationships, guiding client strategies in foreign and domestic equities, fixed income, high yield, emerging markets, and alternative strategies.
Prior to his role at Pyramis, Jeff spent five years as a principal and fixed income portfolio manager at State Street Global Advisors (SSGA). Before that, he spent 10 years at Fidelity Investments in various roles, starting on an operations team and leaving as a senior financial analyst. He started his career at State Street Bank & Trust Co. in a mutual fund accountant role in 1990.
Jeff earned his Bachelor of Science degree in economics and finance from Bentley University and received his Master of Business Administration degree from Northeastern University. Jeff became a Certified Financial Planner® in April 2017.
Jeff is a lifelong Massachusetts resident and currently lives in North Attleboro with his wife and three sons. He enjoys spending time with family and friends, rooting on all Boston sports teams, and working on classic cars.
Louis E. Sousa - Chief Investment Officer, SVP
Job Titles:
- Chief Investment Officer
- Senior Vice President
- in 2016 As the Chief Investment Officer
Louis E. Sousa joined Plimoth Investment Advisors in 2016 as the Chief Investment Officer where he oversees the investment management process and the firm's asset allocation strategies. He works closely with the team of Investment Officers to keep clients informed of important economic developments and financial market dynamics while focusing on achieving their unique investment objectives.
Job Titles:
- Lead Operations Specialist
Job Titles:
- Director of Research
- First Vice President
- Investment Officer
Mark served as a Credit Analyst at BayCoast Bank prior to joining Plimoth Investment Advisors in 2009. He has served in a number of roles at Plimoth within equity research and analysis, trading and portfolio management. Following his promotion to First Vice President, Investment Officer & Director of Research in 2020, Mark directs the group's investment research activities across asset classes. He works closely with clients in establishing appropriate asset allocation policies and managing portfolios.
Mark holds a Bachelor's Degree from the University of Massachusetts - Amherst. He has also received a Master of Business Administration degree from the University of Massachusetts - Dartmouth. Mark holds the CFP® (Certified Financial Planner) designation from the Certified Financial Planner Board of Standards, Inc., and is a Level II Chartered Financial Analyst candidate.
Mark is a strong community advocate and was awarded the John F. Brayton Jr. Memorial Community Service Award by the Bristol County Chamber of Commerce in 2016. Mark currently serves as President of the Greater Fall River Community Soup Kitchen, First Vice President of the Fall River Historical Society, a member of the YMCA of Fall River Board of Advisors and was Past President of the Lions Club of Fall River and of the Animal Rescue League of Fall River.
Mark and his wife Crystal, have two daughters and a son who keep them busy. They currently live in Mattapoisett with their rescued Vizsla named Lucy. When Mark has free time, he loves to golf, follow his favorite sports teams, and is an avid movie buff.
Job Titles:
- Investment Analyst
- Investment Analyst, Trader
Matthew Souza joined Plimoth Investment Advisors as an Investment Analyst, Trader in May 2022 after five years as a Financial Analyst for BayCoast Bank. In his role, Matthew conducts qualitative and quantitative analysis of equity and fixed income securities in addition to conducting trading activities across asset classes.
Matthew received a Bachelor of Science in Business Administration degree with a concentration in Accounting from Bryant University in 2017. He also received his Master of Business Administration degree from the University of Massachusetts in May 2021.
Matthew grew up in Westport, MA and currently resides in Somerset, MA. He enjoys spending time with friends, playing music, and trading in the stock market.
Job Titles:
- Assistant Vice President
- Assistant Vice President, Wealth Management Officer
- Investment Officer in 2017 As a Part of the Savings Institute Bank & Trust, Co
Nicole joined Plimoth Investment Advisors as an Investment Officer in 2017 as a part of the Savings Institute Bank & Trust, Co. acquisition. She has over 10 years of experience in the financial services industry. During her time at Savings Institute, Nicole worked with clients in a trust administration capacity. She has also been a registered representative and investment advisor for Infinex Investments. In her role at Plimoth Investment Advisors, Nicole is the day-to-day contact for her clients, assisting them with their financial needs.
Nicole earned her Bachelor of Science degree in economics and finance from Bentley University and received her Master of Finance degree from Southern New Hampshire University. She is on the Board of the Estate and Tax Planning Council of Eastern, CT. Nicole is also a strong advocate for suicide prevention and mental health awareness through her work with the Brian Dagle Foundation.
Nicole resides in Stonington, CT with her husband and two children. When she isn't busy chasing her kids around, Nicole enjoys hiking, visiting local breweries and vineyards and cheering on her favorite sports teams.
Job Titles:
- Investment Officer, Research Analyst, Trader
Patrick M. Lynch joined Plimoth Investment Advisors in 2017 as an Investment
Job Titles:
- Vice President / Investment Officer, Trader
Peter is a Vice President, Investment Officer with Plimoth Investment Advisors. Prior to joining Plimoth Investment Advisors, he was employed by Citizens Union Savings Bank and prior to that, State Street Bank & Trust as a Mutual Fund Accountant. In addition to his portfolio management responsibilities, Peter has been instrumental in the development of the group's proprietary equity and fixed
Job Titles:
- Retirement Plan Administrator
Sophea Thuong joined Plimoth Investment Advisors in June 2022 as Retirement Plan Administrator. Sophea started her career as an administrative professional in Human Resources & Payroll. With nine years of experience in the field, she was involved with all functional areas, including onboarding, training, benefits, payroll, and recruitment. During her tenure, she became well versed with compliance and regulatory practices. She developed an aptitude for researching and staying abreast of federal and state regulations governing business operations. Additionally, she has more than a decade of experience in customer service in various industries and looks forward to applying those skills in her current role by supporting clients with day-to-day administration and changes in regulatory requirements.
Sophea holds a Bachelor's degree in Business Management from Providence College and a Master's degree in Business Administration from Johnson & Wales University.
Sophea is a lifelong native of Rhode Island and currently resides in Providence. She finds enjoyment in both simple and extreme activities. Currently, her bucket list of achievements include skydiving, kayaking, archery, and hiking in the White Mountains.
Job Titles:
- Chief Executive Officer
- President
Steve has over 30 years of experience in managing investment portfolios. He has worked at some of the largest investment institutions worldwide including, Scudder, Stevens & Clark and State Street Global Advisors, where he served as a Senior Portfolio Manager. In his prior role at Plimoth, Steve oversaw the development of Plimoth's propriety economic and investment analytics programs which serve as the backbone of their investment decision platform.
As President and CEO, Steve is currently responsible for the development of the organization and oversight of all internal functions performed by the firm's operating divisions. He continues to be a member of the investment management team and manages client portfolios.
Steve earned a Bachelor of Science degree in economics and a Master of Science degree in finance, both from Suffolk University. He is also a graduate of the ABA Stonier Graduate School and the Wharton Leadership Program. Steve is the recipient of the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society. He serves as a member of the Finance Committee for the United Way of Fall River.
Steve grew up on the South Shore and currently resides in the town of Bridgewater, MA, with his wife and two children. In his spare time, Steve enjoys boating and can often be found at tennis courts around the state watching his children compete in college and USTA tournaments.
Job Titles:
- Senior Vice President
- Senior Vice President, Head of Fiduciary Services & Administration
Teresa has over 30 years' experience in the banking, investment management and
Job Titles:
- Vice President
- Vice President, Wealth Management Officer
Thom is a graduate of the State University of New York at Oswego. He is a member of the Norfolk & Plymouth Estate Planning Council, the Rockland-Hanson Rotary Club, where he serves as Treasurer, the Arc of Greater Plymouth, MA D.A.D.S (Dads Appreciating Down Syndrome), and Special Olympics. He also supports his son Riley with the Rocket Riley Redemption Project. He and Riley have collected 90,000 cans, proceeds going to the Best Buddies program at Riley's high school.