Samuel A. Ladd III

Finance Chair at Office of the Senator from Maine, Susan Collins

Samuel A. Ladd III

Samuel A. Ladd III

Finance Chair at Office of the Senator from Maine, Susan Collins

Overview
Career Highlights

People's Securities, Inc.
People's United Wealth Management & Trust
Maine Bank & Trust Co.

RelSci Relationships

897

Number of Boards

13

Contact Data
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Relationships
RelSci Relationships are individuals Samuel A. Ladd III likely has professional access to. A relationship does not necessarily indicate a personal connection.

Director at People's United Community Foundation

Relationship likelihood: Strong

Chairman & Chief Executive Officer at People's United Financial, Inc.

Relationship likelihood: Strong

Former President & Chief Executive Officer at The First Bancorp, Inc. (Maine)

Relationship likelihood: Strong

President, Vermont at People's United Bank NA (Bridgeport, Connecticut)

Relationship likelihood: Strong

Former President & Chief Executive Officer at Gorham Savings Bank - Maine

Relationship likelihood: Strong

President & Chief Executive Officer at Gulf of Maine Research Institute

Relationship likelihood: Strong

Member at Maine Angels

Relationship likelihood: Strong

Member at Maine Angels

Relationship likelihood: Strong

Member at Maine Angels

Relationship likelihood: Strong

Member at Maine Angels

Relationship likelihood: Strong

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You
Samuel A. Ladd III
Finance Chair at Office of the Senator from Maine, Susan Collins
Education
Bachelor's Degree

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

Career History
Member
Current

Maine Angels operates as private equity investors. It provides a means for qualified investors to collaboratively locate, investigate and make investments in promising early-stage companies. The company was founded in 2003 and is headquartered in Portland, ME.

Chairman, President & Chief Executive Officer
2010 - Prior

People's Securities' primary investment strategies used in servicing client accounts are a long-term investment approach, asset allocation, and diversification. The firm generally provides investment advisory services to clients through two methods.One method is People's Securities' Managed Advisory Portfolio Program (MAP). It is a model-based approach in which the firm employs outside sub-advisors to manage multiple client accounts using standardized portfolios containing open-end mutual funds, ETFs, and 'stock basket portfolios'. Neither People's Securities nor any of their associated persons exercises discretion regarding specific transactions in these portfolios. Rather, the firm delegates their responsibility for selecting particular securities transactions in these portfolios to one or more managers which provide these services. In the MAP, all or a portion of a client's assets may be allocated to one or more of the following programs: the SEI Program; the SEI Managed Account Program and the SEI Integrated Managed Account Program; the Morningstar Managed Portfolios Program; and the PFA Program (which is closed to new clients).The other method is a a fee-only investment management service providing discretionary or non-discretionary account management through Olson Mobeck Investment Advisors (OMIA), a division of People's Securities. The OMIA Program is based on OMIA staff providing continuous advice to, and OMIA personnel making investment recommendations for, each client based on the individual needs of that client. OMIA, in conjunction with the client, develops the client's personal investment policy based on a client's individual goals, objectives and circumstances.

Boards & Committees
Chairman, President & Chief Executive Officer
2010 - Prior

People's Securities' primary investment strategies used in servicing client accounts are a long-term investment approach, asset allocation, and diversification. The firm generally provides investment advisory services to clients through two methods.One method is People's Securities' Managed Advisory Portfolio Program (MAP). It is a model-based approach in which the firm employs outside sub-advisors to manage multiple client accounts using standardized portfolios containing open-end mutual funds, ETFs, and 'stock basket portfolios'. Neither People's Securities nor any of their associated persons exercises discretion regarding specific transactions in these portfolios. Rather, the firm delegates their responsibility for selecting particular securities transactions in these portfolios to one or more managers which provide these services. In the MAP, all or a portion of a client's assets may be allocated to one or more of the following programs: the SEI Program; the SEI Managed Account Program and the SEI Integrated Managed Account Program; the Morningstar Managed Portfolios Program; and the PFA Program (which is closed to new clients).The other method is a a fee-only investment management service providing discretionary or non-discretionary account management through Olson Mobeck Investment Advisors (OMIA), a division of People's Securities. The OMIA Program is based on OMIA staff providing continuous advice to, and OMIA personnel making investment recommendations for, each client based on the individual needs of that client. OMIA, in conjunction with the client, develops the client's personal investment policy based on a client's individual goals, objectives and circumstances.

Chairman, President & Chief Executive Officer
2010 - Prior
Chairman
1966 - 2008

Maine Bank & Trust Co.'s investment approach is based on the principles of strategic asset allocation and tactical diversification

Director
Current

THE GULF OF MAINE RESEARCH INSTITUTE IS A NOT-FOR-PROFIT CORPORATION COMMITTED TO (I) EDUCATING THE PUBLIC ABOUT THE GULF OF MAINE AND ITS WATERSHED; (II) FACILITATING AND CONDUCTING MARINE RESEARCH; (III) ENABLING INFORMED DECISIONS ABOUT THE STEWARDSHIP AND USE OF THE GULF OF MAINE; (IV) APPLYING LESSONS LEARNED IN THE GULF OF MAINE TO OTHER MARINE COMMUNITIES WORLDWIDE; AND, (V) UNDERTAKING THE FINANCING, SITING, DESIGN, CONSTRUCTION AND OPERATION OF FACILITIES TO SUPPORT ITS EDUCATION AND RESEARCH INTERESTS.

Board Member
Current

Historical and Educational Museum

Member, Government Relations Council
Prior

American Bankers Association, Inc. represents, assists and provides support services to banks of different sizes and charters. Its membership includes community, regional, and money center banks and holding companies, as well as savings associations, trust companies, and savings banks. The company was founded in 1875 and is headquartered in Washington, DC.

Non-Profit Donations & Grants

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$1,000
2013

Historical and Educational Museum

$1,000
2012

Historical and Educational Museum

$1,000 +
2011

Historical and Educational Museum

Political Donations
$2,600
2013

Senator from Maine

$2,500
2011

Former Senator from Maine

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