An investment adviser since 1979, Cass is responsible for developing investment strategies and managing investment portfolios for clients of Gilbert Capital Group.
Prior to founding Gilbert Capital Group in 1998, Cass was a Senior Vice President and the Director of Portfolio Management for Gouws Capital Management, Inc. There he was responsible for managing investment portfolios for individuals, trusts, pension plans, and endowment funds, oversight of the firm’s portfolio management and administration, and coordinating fixed income strategies and investments. He was also a Vice President and member of the Board of Directors of Acadia Trust, N.A. from its founding in 1992.
Earlier in his career, Cass worked in trust investments for Maine National Bank and as an investment broker with Shearson Loeb Rhoades. He is a Chartered Financial Analyst.
Patricia B. St. Pierre, Client Service
Trisha is responsible for ensuring that clients of Gilbert Capital Group receive the highest level of service. She coordinates all day-to-day operational and administrative activities and serves as a key contact for client inquiries and information requests.
Before joining Gilbert Capital Group in 1998, Trisha worked with Cass for ten years at Gouws Capital Management, Inc. Previously she had been employed by Kidder Peabody & Co., California First Bank in San Diego, and the trust division of Maine National Bank.
Beatrice A. Gilbert, Principal
Beatrice is responsible for all business administration functions at Gilbert Capital Group.
Prior to co-founding Gilbert Capital Group with Cass in 1998, Beatrice was a Senior Manager of Product Acquisition for L.L. Bean where she had divisional responsibility for inventory and production management; traveling to the Far East and Central and South America to negotiate vendor agreements, to optimize inventory strategies, and to monitor product quality. Beatrice began her career with Casco Northern Bank in 1981, first as an auditor and ultimately as a Regional Vice President of Corporate Banking. She joined Fleet Bank in 1993 as Senior Vice President of Commercial Operating Services for Maine and New Hampshire.