Issue link: https://nebusinessmedia.uberflip.com/i/1541616
V O L . X X X I N O. X X V I I D E C E M B E R 1 , 2 0 2 5 4 A division of New England Business Media LLC C E O / GROUP PUBLISHER Peter Stanton P R E S I D E N T Tom Curtin DIGITAL DIRECTOR Jan Holder SENIOR ACCOUNT MANAGERS Ken Hanson, Kerry Rasor, Betsy VanderPloeg ACCOUNT EXECUTIVE Michelle Phillips EVENTS & MARKETING DIRECTOR Samantha Elliott OPERATIONS AND ADMINISTRATIVE MANAGER Allison Spies DIRECTOR OF AUDIENCE DEVELOPMENT Leah Allen CONTRIBUTING WRITERS Mark Jeanneret Carrie Yardley RESEARCH DIRECTOR Stephanie Meagher RESEARCH ASSISTANT Heide Martin ART DIRECTOR Matt Selva HOSPITALITY Buster, Claire, William HOSPITALITY EMERITUS Malcolm, Zoey PUBLISHER Andrea Tetzlaff EDITOR Peter Van Allen DEPUTY EDITOR Renee Cordes DIGITAL EDITOR Alexis Wells SENIOR WRITER Laurie Schreiber STAFF WRITER Tina Fischer C O N T E N T S Capital gains How women are transforming the investment landscape 12 18 Independent minded Maine's insurance companies take on growth, challenges 22 One-stop shop for funding The Maine Funding Network hosts funding and counseling agencies as a platform to help entrepreneurs B A N K I N G / F I N A N C E / I N S U R A N C E F O C U S M A I N E B A N K E R S A S S O C I AT I O N P R E S I D E N T T O R E T I R E I N J U N E — PA G E 1 1 » thrive. Where legacies u Clearstead Trust is a Maine State Chartered Trust Company serving wealthy families and leading institutions. We address every aspect of wealth management and investment consulting in personalized ways, helping you meet your current needs and ensuring long-term prosperity for your family, institutions, and community. We provide the clarity, insight, and confidence needed to secure a thriving legacy. Let us simplify financial complexities so you can focus on what truly matters to you. We're more than a financial services firm. Clearstead Trust is where legacies thrive. TAX STRATEGY & PREPARATION FINANCIAL PLANNING TRUST SERVICES CORPORATE TRUSTEE SOLUTIONS FAMILY OFFICE ALTERNATIVES PLATFORM * OCIO/RETIREMENT * Founded in 2021, Clearstead Trust is a state of Maine-chartered trust company, which is wholly owned by Clearstead Advisors, LLC. *Services may be provided by Clearstead Advisors, LLC INFO@CLEARSTEAD.COM | WWW.CLEARSTEAD.COM Kenneth R. Morgan, CFP®, AEP® President & CEO, Clearstead Trust (207) 775-7200 P H O T O / T I M G R E E N WAY P H O T O / T I M G R E E N WAY Clint Chase, owner of Chase Small Craft (seen through a tiller slot), installing a cedar bench in a Goat Island Skiff. 22 12 Bobbie Lamont of Maine Angels in Portland rides her scooter to a variety of networking events.