Spinnaker Trust Announces Leadership Promotions

PORTLAND, Maine (March 11, 2025) – Spinnaker Trust is pleased to announce the promotions of Maria Gwinn, Tax Director, Casey McCormack, Director of Real Estate, and Zachary Smolkin, Chief Trust Officer, to Senior Vice Presidents. Additionally, Chris Whitney, ESOP Client Advisor, has been promoted to Vice President.

"Maria, Casey, Zak, and Chris have each been a key part of our success, bringing their expertise and dedication to help our clients achieve their goals,” said Amanda V. Rand, Esq., President, CEO, and Principal. “As we continue to grow, their dedication and leadership will help us continue to deliver exceptional guidance and support for all our clients."

Maria Gwinn, CPA, MST, Senior Vice President and Tax Director, collaborates across Spinnaker Trust’s estate planning, trustee services, and wealth management teams, advising clients on complex tax matters and long-term financial strategies. She works closely with high-net-worth individuals, families, and business owners to provide tax-efficient solutions that support their estate and trust planning goals.

Casey McCormack, Esq., Senior Vice President and Director of Real Estate, oversees Spinnaker Trust’s real estate holdings and advisory services. He helps clients navigate property acquisitions, valuations, and long-term investment strategies. Since joining the firm in 2020, he has played a key role in expanding Spinnaker’s real estate offerings, ensuring clients integrate real estate into their overall wealth management plans.

Zachary Smolkin, Esq., Senior Vice President and Chief Trust Officer, leads Spinnaker Trust’s trust administration team, overseeing fiduciary services and estate planning strategies. He works closely with the firm’s tax group, client advisors, and service teams to assess risk and ensure the proper administration of trusts. His trust law and wealth transfer planning expertise helps clients manage and protect their legacies.

Chris Whitney, Vice President and ESOP Client Advisor, specializes in advising Employee Stock Ownership Plan (ESOP) clients on fiduciary responsibilities, plan structuring, and governance. Since joining Spinnaker in 2016, he has been instrumental in growing the firm’s ESOP practice. In addition to overseeing fiduciary services, he educates ESOP participants, helping employees understand their benefits and assisting management in explaining valuation changes over time.

In 2024, Spinnaker Trust was named one of the Best Places to Work in Maine for the sixth consecutive year, reinforcing its commitment to fostering a strong workplace culture while positively impacting Maine’s business community.

About Spinnaker Trust
Spinnaker Trust is a Maine bank chartered as a non-depository trust company that manages more than $3 billion for a global clientele. Spinnaker provides a wide range of financial services, including investment management, trust and estate planning, and tax services. Spinnaker also provides ESOP Trustee services to more than 65 organizations throughout the Northeast. Founded in 2001, Spinnaker guides clients toward their investment goals, helps them manage and grow their assets and works hard to ensure that their legacy is ready and waiting for future generations. For more information, visit www.spinnakertrust.com.

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