George Oliveira, Plimoth Investment
As president and CEO, Oliveira oversees the operation of Plimoth Investment Advisors, which includes investment management, trust administration and operations. He is a senior member of the team with portfolio management responsibilities across multiple client types.
Prior to joining Plimoth Investment Advisors in 1998, Oliveira served more than 22 years as a department head at two region banks, Citizens Bank and Plymouth Savings Bank. He holds a bachelor's degree in Business Administration from Bryant College and a master's degree in Business Administration from Providence College.
He is a Certified Financial Planner (CFP), a Certified Trust & Financial Advisor (CTFA), and is a graduate of both the National Trust School at Northwestern University and the National Graduate Trust School at the University of Chicago.
An active member of the Community, Oliveira serves on various boards including the Community Foundation of Southeastern Massachusetts, the United Way, the Bristol Community College Foundation, the Family Services Association, and the Stevens Home.
The promotion was announced by BayCoast Bank CEO and President Nicholas M. Christ, who said, "With George's expertise, leadership skills and commitment to his customers, there is no one more qualified to lead the Plimoth Investment Advisors team. Under his guidance, they are sure to experience continued growth as they maintain their high standards of service."
About Plimoth Investment Advisors
Plimoth Trust Company, LLC, doing business as Plimoth Investment Advisors, is a portfolio management firm specializing in investment management, trust services, retirement plans and estate administration for both private and institutional clients. The firm's wide range of products include individual investment accounts, Roth and Traditional IRA accounts, trust accounts, employee benefit plans, charitable accounts, endowment accounts, foundation accounts and institutional investment management services.