PORTLAND — Spinnaker Trust is pleased to welcome Sam Lundquist, CFP®, ABFP®, as a portfolio manager.
Lundquist brings more than a decade of financial services experience to Spinnaker Trust. Prior to joining Spinnaker, he spent his financial services career at Fidelity Investments where he most recently led a team of advisors and previously held roles focused on retirement planning, workplace planning, and equity compensation guidance.
“Sam brings valuable experience to our portfolio management team,” Amanda V. Rand, Esq., president, CEO and principal of Spinnaker Trust, said. “As we continue to grow to better serve the evolving needs of our clients, expanding our investment team strengthens our ability to deliver thoughtful, individualized guidance.”
At Spinnaker, Lundquist will work closely with Client Advisors to support trading, financial planning and portfolio management for client accounts. He will also contribute to the firm’s investment committees including communications, asset allocation and sustainability.
Originally from Falmouth, Lundquist holds a B.A. from Union College. Outside of work, he is active outdoors and has supported conservation and community efforts in New Hampshire, including service as a land steward for the Society for the Protection of New Hampshire Forests and as a member of the board of directors of the Millen Lake Association.
In 2025, Spinnaker Trust was named one of the Best Places to Work in Maine for the seventh consecutive year, reinforcing its commitment to fostering a strong workplace culture while positively impacting Maine’s business community.
Spinnaker Trust is a Maine bank chartered as a non-depository trust company that manages more than $3 billion for a global clientele. Spinnaker provides a wide range of financial services, including investment management, trust and estate planning, and tax services. Spinnaker also provides ESOP Trustee services to more than 75 organizations throughout the Northeast. Founded in 2001, Spinnaker guides clients toward their investment goals, helps them manage and grow their assets and works hard to ensure that their legacy is ready and waiting for future generations. For more information, visit www.spinnakertrust.com.
