53 South Main St. 
Ipswich, MA 01938
 

Phone: 978-356-6333
Toll Free: 888-325-2127
Fax: 978-356-2176

Our Team

Eric H. Jostrom

Chairman and Chief Investment Officer

Eric is Chairman, Chief Investment Officer & Member of the Investment Committee of Ipswich Investment Management Co. Prior to joining IIM, he was a Managing Director and Member of the Investment Committee for Beacon Fiduciary Advisors Inc. (Acquired by Bank of New York and renamed BNY Trust Company.)

Eric is presently affiliated with Iceman Capital Advisors as a Director and Member of the Investment Committee in the United Kingdom. Previously, Eric was Deputy Managing Director for Scimitar Global Asset Management Co. LTD in Bermuda and Director for Scimitar Asset Management Co. LTD in the United Kingdom. He was President and Managing Director & Shareholder for Scimitar North American Asset Management Co., Inc. He held positions as Director for Indosuez International Advisors S.A. Paris, and later Indocam International Investment Advisors S.A., and Indosuez Asia Advisors in Hong Kong. Eric was also President of Asia Strategic Growth Fund, Inc. Earlier in his career, Eric was a Research Analyst, Vice President and Officer for Eaton & Howard (which became Eaton Vance).

Eric is a retired U.S. Armed Forces Commander USN and qualified as a Defense Attaché. He is also an active participant in local and professional organizations. His memberships include the Boston Financial Analysts Society, The Boston Economic Club, and a Trustee and Corporation Member of the Woods Hole Oceanographic Institute in Falmouth, MA. He also serves on its Investment Committee and its Business Development Committee. Eric is also a member of the Conservation Commission in Sugar Hill, NH. Eric graduated from Babson College with a Bachelor of Science degree in Finance and Investments and has graduate work in International Economics.

Alexander M. Colby, CFA

President and Chief Executive Officer

Sandy is President, Chief Executive Officer & Member of the Investment Committee of Ipswich Investment Management Co. Prior to joining IIM, Sandy served as Senior Vice President and Member of the Investment Committee for BNY Trust Company (formerly Beacon Fiduciary Advisors.).

Earlier in his career, Sandy was Senior Vice President and Managing Director of Constitution Capital Management's institutional investment equity group. He also held portfolio management positions as Vice President for both Shawmut Bank and State Street Bank. Previously, Sandy was a research analyst for Philo Smith & Co. He is an active participant in professional and non-profit organizations. Sandy's memberships include CFA Society of Boston and The Boston Economics Club. Sandy earned a Bachelor of Arts in Economics from Dartmouth College and attended Amos Tuck School of Business Administration for his MBA in Finance and Investments.

He also attended the Trust Program of Williams School of Banking. Sandy is a Chartered Financial Analyst.

A. Cushing Titcomb

Executive Vice President and Chief Operating Officer

Cushing serves as Executive Vice President and Chief Operating Officer for Ipswich Investment Management. Prior to joining IIM, Cushing was a Vice President at Citizens Bank New Hampshire. He began his career at State Street Bank & Trust Company in the Commercial Loan Division, later moving into the area of trust administration, financial planning and estate settlement. Cushing is an active participant in civic and non-profit organizations. His memberships include the Archbishop Iakovos Leadership 100 Endowment Fund, and the Greek Orthodox Church in Ipswich, MA, of which he is also a Past President and Council member. In Exeter, NH, he served as Ambassador for the Greater Exeter Chamber of Commerce, and is a Past President of the Exeter Rotary Club. Cushing is a past Board Member of the “Friends of Caldwell”, Caldwell Skilled Nursing & Rehabilitation Center, and the NH SPCA. He is a member of the Rotary Club of Ipswich, Treasurer of Ipswich Community Access Media (local municipal cable programming station). He also volunteers for the Massachusetts Chapter of the Alzheimer’s Association. Cushing graduated Magna Cum Laude from Suffolk University with a degree in Finance. He also holds a Certified Financial Services Counselor (C.F.S.C.) designation from the National Graduate Trust School at Northwestern University and a Trust & Estates Certificate from the New England School of Banking.

Patricia A. Bowlin

Managing Director

Patty is Managing Director & Member of the Investment Committee of Ipswich Investment Management Co. Prior to joining IIM, Patty was a Senior Vice President of Boston Advisors LLC where she managed client portfolios and contributed to the firm's equity research efforts.

Previously, Patty was a managing director of Voyageur Asset Management (formerly Freedom Capital), where in addition to managing client portfolios she also co-managed its Growth & Value Portfolio product. Patty served as a Vice President and Portfolio Manager of Capital House Investment Management, a subsidiary of the Royal Bank of Scotland. She was responsible for North American investment strategy and equity research and actively managed major institutional and private client portfolios. Prior to Capital House, Patty was a Vice President, Portfolio Manager and Equity Analyst for Scimitar North American Asset Management, a subsidiary of Standard Chartered Bank.

Patty began her career as a research analyst for Essex Investment Management Company. Patty earned a Bachelor of Arts in economics from Trinity College and attended Boston University's Graduate School of Management.

James R. McCall, CFA

Senior Vice President

Jim is Senior Vice President & Member of the Investment Committee of Ipswich Investment Management Co. Prior to joining IIM, Jim was President, CEO and Founder of Lighthouse Asset Management. Previously Jim was President and CIO of Keystone Investment Management Co. where he directed a staff of 50 investment professionals managing more than $12 billion in investor assets. Early in his career Jim was a security analyst on Wall Street with Tucker Anthony & R.L. Day. During his career he has managed investment portfolios for individuals, corporations, pensions and retirement plans, small groups, endowments and mutual funds. Jim received his Bachelor’s degree from Boston College and MBA in Finance from Iona Graduate School of Business. He is a member of the CFA Society of Boston where he was a past director, a Chartered Financial Analyst, and has been cited by Boston Magazine as one of the Top Wealth Managers in the Boston Area.

He is a past Director of the Newton Boys and Girls Club and The New Rep Theater.

Janell Phillips, CFA

Senior Vice President

Janell is Senior Vice President & Member of the Investment Committee of Ipswich Investment Management Co.

Prior to joining IIM, Janell was a Managing Director of Boston Financial Management where she was responsible for the development and execution of investment strategies for individuals and families, with attention to the needs of multi-generational wealth. Janell served as the firm’s Director of Research for five years. She also had analytical responsibility in the consumer sector, and evaluated international and small cap investments. Earlier in her career, she was a Senior Vice President and Portfolio Manager with Brown Brothers Harriman, prior to which she worked at David L. Babson and Co., Boston Family Office, Fiduciary Trust Company, and Boston Safe Deposit and Trust Company.

Janell has a Bachelor’s degree in Music from DePauw University, a Master of Music from Indiana University, and an MBA from Boston University. A Chartered Financial Analyst, she is a member of the CFA Institute and the CFA Society of Boston.  She also serves as Trust Commissioner for the town of Weston, MA.

Kieran T. O'Neill

Vice President of Operations

Kieran is Vice President of Operations for Ipswich Investment Management Co. Prior to joining IIM, Kieran was Assistant Vice President of JP Morgan Chase in their Columbus, Ohio division.

During his tenure at JP Morgan, Kieran was responsible for servicing, reconciliation and risk management for one of the bank's largest worldwide accounts. Earlier in his career, Kieran was employed in the Institutional Custody Divisions of Investors Bank & Trust and State Street Bank & Trust. Kieran is an active participant in local non-profit organizations. His memberships include coaching soccer in youth leagues on the North and South Shores; Volunteer for Massachusetts Special Olympics; Volunteer at North Shore Animal Shelter and a member of the Massachusetts Irish Community.

Kieran graduated from Colaiste Mhichil (St. Michael's College) in Limerick, Ireland and attended Salem State University earning a Bachelor's Degree in Communications.

Ann T. Connors-Cook

Client Services, Notary Public

 
Ann brings many years of work experience from large companies including IBM and New England Telephone to Ipswich Investment.
 
She specializes in implementing and maintaining office-wide systems, both automated and administrative, and continually improves the streamlining of company operations and administration. Ann has tackled the challenges of the investment arena and applied her knowledge of technology to our operations and client services.
 
Ann received her Bachelor's Degree in Human Resources Management from UMass Dartmouth.

Molly A. Morin

Investment Associate

Molly is an Investment Associate who previously worked at Ipswich Investment in 2000-2001. Prior to joining IIM, Molly was employed at Fidelity Investments for 9 years. She was a Legal Research Analyst where she served as the liaison between traders, portfolio managers, legal counsel and compliance. Molly was previously an Assistant Trader at Fidelity Management & Research Company’s Fixed Income Trading Department.

Prior to her employment at Fidelity, she was a Client Administrator at Kobren Insight Management where she was responsible for all aspects of investment operations and administration for the firm’s clients. Earlier in her career, Molly was employed at Colonial Management Associates, Inc. as an Equity Trader in the Institutional Trading Department.

Molly received her Bachelor’s Degree in Business Education from Salem State University.

Susan B. MacKinnon

Investment Associate

Susan is an Investment Associate. With a broad background in financial services, Susan plans and executes projects that improve and maintain operational efficiency and ensure record keeping conforms to regulatory requirements in addition to supporting the investment process. Prior to joining IIM, Susan was Vice President and Operations Manager at Bank of America where she oversaw various commercial loan administration and operations functions. Her experience at Bank of America and its predecessors Fleet Bank and Shawmut Bank also includes project management, regulatory compliance, commercial credit analysis, and personal and institutional trust marketing and sales.

Susan received her Bachelor of Arts from the University of Massachusetts at Amherst and her Masters in Business Administration from the Sawyer School of Management at Suffolk University. She also has done graduate work in Elementary Education at Salem State University.

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