Bonnie L. McLellan

Investment Committee Member at

Trust Company of Vermont

Finance

Consumer Services

Profile

Ms. Bonnie L.
McLellan is a Vice President at Trust Company of Vermont.
She began her career in portfolio management in 1987 and has built client relationships spanning multiple generations.
Early in her career, she was responsible for the management of two proprietary trust funds.
As a member of the Trust Investment team, she takes pride in helping clients to achieve their investment goals.
She received her undergraduate degree from Mount St. Joseph University.

Bonnie L. McLellan active positions

Companies	Position	Start
Trust Company of Vermont Trust Company of Vermont Investment ManagersFinance Trust Company of Vermont’s investment process begins with the Trust Investment Committee (TIC), which is responsible for setting investment policy, maintaining their approved equity list, and identifying new potentially attractive investment opportunities for clients. Portfolios are developed based on the client’s long-term goals, cash needs and tolerance for risk. They customize portfolios for their clients, and do not use a one size fits all approach to investment management. Individual stocks are selected based on factors including sustainable competitive advantages, superior financial strength, high quality management and potential for future growth. Individual bonds are selected based on the credit quality of the issuer and the tax bracket of the client.	Investment Committee Member	-

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Private companies	2
Trust Company of Vermont Trust Company of Vermont Investment ManagersFinance Trust Company of Vermont’s investment process begins with the Trust Investment Committee (TIC), which is responsible for setting investment policy, maintaining their approved equity list, and identifying new potentially attractive investment opportunities for clients. Portfolios are developed based on the client’s long-term goals, cash needs and tolerance for risk. They customize portfolios for their clients, and do not use a one size fits all approach to investment management. Individual stocks are selected based on factors including sustainable competitive advantages, superior financial strength, high quality management and potential for future growth. Individual bonds are selected based on the credit quality of the issuer and the tax bracket of the client.	Finance
Mount St. Joseph University Mount St. Joseph University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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