H M Payson & Co

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Description

As a Registered Investment Advisor and Maine Chartered Trust Company, H.M. Payson is one of the longest-standing independent firms in the United States. Founded in 1854 by Portland businessman Henry Martyn Payson, the firm originally specialized in financing public water companies, and became nationally known as an underwriter of America’s growing infrastructure. Since that time, our role has evolved to meet the changing needs of the clients we serve.

Emily has worked within equity research since 2006, holding positions as a Senior Sellside Analyst at the Royal Bank of Canada and then as a Senior Research Analyst for Harpswell Capital. Previous to entering equity research, Emily worked with the Los Angeles Dodgers organization as the General Manager for a minor league affiliate and for major league Spring Training.

As an independent Registered Investment Advisor and Trust Company, we answer only to our clients. Yet, with over $2.5 billion in assets under management, we possess the scale and depth to provide sophisticated solutions for growing and preserving wealth on behalf of our clients.

Ultimately, our goal is to provide constructive and actionable financial advice. Our planning work on a client’s non-investment issues allows us to develop a more thoughtful and useful investment policy statement leading to better management of their investment portfolio.

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