Trust & Investment

We place a high premium on financial safety and security for our clients. That’s why we are the only local community bank with an in-house team of experienced Trust professionals.

We’ll listen to your dreams and concerns, and then create a personalized solution just for you. Financial needs vary, so you’ll be as involved in your accounts as you want to be. We’ll welcome your calls and questions, and even provide you with a direct line to the department. You’ll receive regular updates and market news. Last, but not least, you’ll receive exceptional customer service from our friendly team (yes, we’ll know your name) and the highest degree of fiduciary responsibility and accountability.

It’s about the people.

Our team is one of a kind, literally. We’re proud to have the only in-house Trust Department in the Pioneer Valley. The individual members of our staff are what truly make us shine. With vast experience and a commitment to personalized customer service, we collectively support more than 300 individuals, tax exempt organizations, and corporations. Every client is important to us. We’re dedicated to your financial security.

Stephen B. Hamlin, CTFA

Senior Vice President & Senior Trust Officer. Steve has over thirty years experience in trust banking and investment management. Prior to joining Greenfield Savings Bank, Steve served as Senior Portfolio Manager for several large New England regional banking and investment management companies. Steve is a graduate of the American Bankers Association National Trust School. Steve is a client service officer and oversees all of the investments in our customer’s portfolios.

Alan H. Blanker, Esq.

Senior Vice President & General Counsel. Alan has close to fifteen years of experience as the Bank’s General Counsel. Alan is a graduate of Colby College and earned a Juris Doctorate from Georgetown University School of Law. Alan was in private practice for over twenty five years and did extensive estate planning for clients.

Linda M. Dagilus

Vice President & Trust Officer. Linda has over twenty years of experience in the financial services industry. Prior to joining Greenfield Savings Bank, Linda served as Vice President for Fidelity Investments and Prudential Financial. Linda is a graduate of the Massachusetts College of Liberal Arts and is a graduate of the Stonier Graduate School of Banking at Wharton.

Jean M. Dobias

Assistant Vice President & Trust Officer. Jean has over forty years of experience in the trust banking business in Franklin County, joining Greenfield Savings Bank in 1994. Jean is our Trust Operations Officer overseeing all aspects of operations and provides support to the administration and investment departments.

Prudence D. Blond, CTFA

Assistant Vice President & Trust Officer. Prudence is a Certified Trust & Financial Advisor with over twenty years of experience in the financial services industry. Prudence is a graduate of Greenfield Community College, earned her General Financial Services diploma through the Center for Financial Training and her Personal Trust diploma through the American Bankers Association. Prudence is a client service officer and oversees the administration and tax departments.

Kelly L. Gagnon, CTFA

Trust Officer. Kelly is a Certified Trust & Financial Advisor with over twenty years of experience in the financial services industry. Kelly served as an operations manager for a financial advisor and worked for a local financial institution. Kelly is a graduate of Greenfield Community College and a Trust Graduate of Cannon Financial Institute. Kelly is a client service officer and works in the administration and tax departments.

Ashley M. Gilbert

Trust Operations Associate. Ashley joined the Bank in 2012 as a Teller and was quickly promoted to Customer Service Representative and Head Teller before joining the Trust Operations team in April 2015. Since that time, Ashley has grown her knowledge through several banking and investment courses through the Center for Financial Training. Ashley's responsibilities include transaction and data verification and processing for Trust customers' accounts.


Matthew Sheridan

Vice President & Infinex Investment Executive. Matt has close to fifteen years of experience as an accredited asset management specialist with experience in financial planning, securities trading and insurance products. Matt is a graduate of Greenfield Community College and the Isenberg School of Management at the University of Massachusetts. GSB clients who work with Matt invest in securities offered through Infinex Investments, Inc.

Elizabeth O'Connell

Though she’s the newest addition to the Investment team at Greenfield Savings Bank, Elizabeth has more than 15 years of experience under her belt as a support professional. Her previous roles included working as an administrative assistant, real estate coordinator, and office manager at businesses throughout the Pioneer Valley. You’ll find Elizabeth handling appointment scheduling, data entry, record-keeping, and all other administrative tasks for the Infinex department at GSB.

 

Investment products and services are:

  • Not a deposit |
  • Not FDIC-insured |
  • Not insured by any federal government agency |
  • Not guaranteed by the bank |
  • May go down in value

Market Commentary

Along with your monthly statement and personal portfolio reports, we bring you our Market Commentary newsletter.

This up-to-date financial newsletter includes a comprehensive break down and analysis of recent market activities. It also features our Investment Outlook which provides you with a forecast of the market landscape ahead.