Wealth Management Team

Robert (Bob) has more than 25 years of experience managing money for individuals, nonprofits, charitable organizations and municipalities throughout New England. Bob earned his Bachelor of Science degree in Accounting from Plymouth State University and holds a Chartered Financial Analyst® (CFA) designation.  Prior to joining Bank of New Hampshire, he was employed as a portfolio manager with TD Wealth. He is active in the community and currently serves as President of Rise Again Outreach in Loudon and is member of the board of the Office of the Public Guardian in Concord, NH.

Frank has over 25 years of experience in the banking and financial services industry. He is responsible for delivering banking, financial planning and investment management solutions to families, municipalities, institutions and not-for-profit organizations throughout New Hampshire. Frank is a native of Nashua and earned his Bachelor of Arts degree in Economics from Amherst College. He currently serves as Chairman of the City of Nashua Public Works Retirement System. In addition, he is a Past President of the Nashua Exchange Club and was a graduate of the inaugural class of Leadership Greater Nashua.

Dona has over 30 years’ experience in the financial and investment services industry. She graduated with Cum Laude honors from Occidental College with a double major in Economics. Prior to joining Bank of New Hampshire, Dona spent over 15 years with Wellington Management Company in Boston as a Vice President and provided investment counsel to private trusts. Dona is a graduate of Leadership Lakes Region and serves as a Director on their Board. She previously sat on the Board and other Committees of Lakes Region Community Services. In 2017, Dona received Bank of New Hampshire’s Quality Service Professional of the Year Award. Dona was also the recipient of United Way’s Employee Campaign Coordinator of the Year Award for the state of New Hampshire. Dona is an active volunteer in the community.

Steve joined Bank of New Hampshire with over 35 years of experience in high-net-worth and institutional investment management. He holds a Bachelor of Science degree in Corporate Finance & Investment Management from the University of Alabama and holds a Chartered Financial Analyst® (CFA) designation. Steve is the former President and current member of the CFA Society of Alabama and a member of the CFA Society of Atlanta.

Cynthia (Cindy) brings over 35 years of corporate trust and wealth management experience to Bank of New Hampshire. She attended Cabrini College, completed the Pennsylvania ABA Central Atlantic Regional School of Trust, graduated from Cannon Financial Trust School, and earned her CTFA® (Certified Trust and Fiduciary Advisor) designation in 2018. Prior to joining the bank, Cindy held positions at Wells Fargo Bank, N.A., Mellon Bank, N.A. and Vanguard Asset Management Services where she specialized in corporate trust, personal and charitable trust administration, and family office arrangements. Cindy is active in her community and currently sits on the board of Altrusa International Foundation of Meredith, serving as their Treasurer. Cindy is also a member of the NH Estate Planning Council and is a 2018 graduate of Leadership Lakes Region.

Teri has over 40 years of experience in the banking and wealth management industries. Teri is responsible for overseeing the operations and administrative support staff in the Wealth Management Department, ensuring smooth and careful management of clients’ assets. She holds an Associate of Science degree from Plymouth State University, and is a graduate of Cannon Financial Institute’s Securities Operations Program at the University of Notre Dame.  She was awarded the Certified Securities Operations Professional (CSOP) from the Institute of Certified Bankers, and is a charter member of Cannon Financial Institute’s Certified Trust Operations Professional (CTOP) Program. In 2008, Teri graduated from the Leadership Lakes Region program. Teri is active in her community, serving as a Supervisor of the Checklist for the Town of Ashland.

Dirk has over 30 years of experience in financial services and in the retirement plans industry. He is responsible for overseeing our Roadways to Retirement program offered through Wealth Management. Roadways to Retirement specializes in the management of employee-based retirement plans for businesses, tax-exempt and government organizations with a focus on investment management, employee education and plan design. Dirk holds a Bachelor of Science degree from Skidmore College where he concentrated in management and economics and has completed extensive programs on Employee Benefits Design and Funding at Bentley College. He is an Accredited Retirement Plan Consultant and holds a FINRA Series 7 License as a General Securities Representative.

Paul has 30 years of experience in financial markets and investment management. Prior to joining Bank of New Hampshire, Paul spent two decades working across a diverse range of asset classes and client portfolios in both Boston and New York. He holds a Master’s degree in economics from Northeastern University and a Bachelor’s degree from the University of Massachusetts Boston. As a Chartered Financial Analyst (CFA) and a member of CFA Society Boston, Paul is well-equipped to provide you with the insightful and strategic guidance you’ve come to expect from our team.

Alison (Ali) has over 14 years of experience in the financial services industry and joined Bank of New Hampshire in 2018. She works with senior wealth officers to build and sustain new wealth management client relationships, and expand relationships with existing clients by understanding their goals and objectives. She holds a Bachelor of Science degree in Accounting and Finance from Southern New Hampshire University, has completed the Retirement Plan Fundamentals course from The American Society of Pension Professionals & Actuaries and is a graduate of the Cannon Financial Trust School program. She currently sits on the board of the Sports Car Club of New Hampshire and serves as their treasurer and is a member of the NH Estate Planning Council.

Deanna brings over 28 years of experience in banking and wealth management to her role as Wealth Management Relationship Administrator for Bank of New Hampshire. In this position, she excels in supporting clients, relationship managers, and our Senior Wealth Management Officer with exceptional service and personalized attention.

Deanna is a 2023 graduate of the Northern New England School of Banking and Leadership Lakes Region Class of 2024. As an active volunteer in the community, she currently serves as Commissioner of the Parks and Recreation Department for the City of Laconia and is a lifetime member of the Board of Directors for the Laconia Youth Soccer League, where she previously served as president for 18 years. In recognition of her outstanding service to the children of the Lakes Region, Deanna received the Debra Bieniarz Memorial Award in 2005.