When your company is chartered to improve the lives of its customers, “putting you first” is much more than a slogan—it’s the breathing heart of everything we do. We’re not here to serve stockholders, we’re here to help you reach your financial goals.
Mascoma Wealth Management, LLC is a wholly owned subsidiary of Mascoma Bank and an SEC registered investment advisor that provides customized investment portfolios and ongoing investment management. Our team creates a personalized and broadly diversified investment portfolio for you. No matter how your investment needs evolve, you will know there is one person who knows your investments and objectives that you can turn to when you have questions.
To schedule an appointment, please contact us directly at 603-676-8813 or email wealth@mascomabank.com
80 South Main Street,
Hanover, NH 03755
(603)-676-8813
wealth@mascomabank.com
Disclosure Documents:
View the Mascoma Wealth Management Part 2A and 2B Brochure.
View the Mascoma Wealth Management CRS Brochure.
Our Team
180 Battery Street, Suite 205
Burlington, VT, 05401
(802) 281-3593
Zuzana joined Mascoma Wealth Management as President in October of 2022. She sets strategic direction for the team and oversees all functional areas of the organization.
(207) 329-0095
Jonathan Cottrell joined Mascoma Bank as Vice President Senior Wealth Advisor in 2024, bringing with him more than 30 years of experience in the financial services arena.
(603) 443-8652
Matthew Dattilio has been part of the Mascoma Wealth Management team since 2012.
(603) 443-8756
Madalyn “Maddie” Dow joined Mascoma Wealth Management as AVP Senior Wealth Advisor in 2024. She is passionate about helping her clients meet their financial goals through a comprehensive financial planning process.
(603) 443-8709
Mike Hemingway serves as a Wealth Advisor Officer for Mascoma Wealth Management.
(603) 443-8648
Genna Kozlowski joined Mascoma Wealth Management in 2023 as a Wealth and Compliance Administrator.
(802) 280-4976
Matthew Little joined Mascoma Wealth Management in 2024 as a Wealth Advisor in our Burlington office.
(802) 489-7404
Jeff Nowell brings a comprehensive client-management skill set to his role on the wealth management team.
(603) 443-8776
As Chief Compliance and Operations Officer, Mandy oversees all regulatory compliance and operational functions for Mascoma Wealth Management, as well as the supervision of the administrative team.
(802)-391-4823
Joplin Wallace serves as a Wealth Administrator in our Burlington, Vermont, office, where he is responsible for operational services on behalf of our clients.
(603) 443-8716
Susan joined Mascoma Wealth Management as VP, Senior Wealth Advisor in April of 2023. She brings a comprehensive client-management skill set to her role on the wealth management team.
