Ipswich Investment Management, Co. ("IIM")

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Our Team

Eric H. Jostrom

Chairman and Chief Investment Officer

Eric is Chairman, Chief Investment Officer, Managing Director, and Member of the Investment Committee of Ipswich Investment Management.  Prior to joining IIM, he was a Managing Director and Member of the Investment Committee for BNY Trust Company (formerly Beacon Fiduciary Advisors.).

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 and 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 CFA Society of Boston, The Boston Economic Club, and a Trustee and Corporation Member of the Investment Committee of the Woods Hole Oceanographic Institute in Falmouth, MA.  Eric graduated from Babson College with a Bachelor of Science degree in Finance and Investments and has done graduate work in International Economics.

Alexander M. Colby, CFA

President and Chief Executive Officer

Sandy is President, Chief Executive Officer, Managing Director, and Member of the Investment Committee of Ipswich Investment Management.  Prior to joining IIM, he 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, he was a research analyst for Philo Smith & Co.  Sandy is an active participant in professional and non-profit organizations.  His memberships include the CFA Society of Boston and The Boston Economics Club.  He is currently on the Board of Directors of the Ipswich River Watershed Association.

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 and is a Chartered Financial Analyst.

A. Cushing Titcomb

Executive Vice President and Chief Operating Officer

Cushing serves as Executive Vice President, Chief Operating Officer, Chief Compliance Officer, and Managing Director 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 he 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 and Past President of the Rotary Club of Ipswich, Treasurer of Ipswich Community Access Media (local municipal cable programming station), and Treasurer of the Ipswich Museum.  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

Senior Vice President and Managing Director

Patty is Senior Vice President, Managing Director, and Member of the Investment Committee of Ipswich Investment Management.  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 Washington University and attended Boston University's Graduate School of Management.

James R. McCall, CFA

Senior Vice President

Jim is a Senior Vice President and Member of the Investment Committee of Ipswich Investment Management.  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 fifty 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 an MBA in Finance from Iona Graduate School of Business.  He is a member of the CFA Society of Boston, a Chartered Financial Analyst, and has been cited by Boston Magazine as one of the Top Wealth Managers in the Boston Area.

Janell Phillips, CFA

Senior Vice President

Janell is Senior Vice President and Member of the Investment Committee of Ipswich Investment Management.  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, Janell 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 served as Trust Commissioner for the town of Weston, MA.

Kieran T. O'Neill

Vice President of Operations

Kieran is Vice President of Operations and principal trader for Ipswich Investment Management.  Prior to joining IIM, Kieran was Assistant Vice President of JP Morgan Chase in their Columbus, Ohio division.  During his tenure at JP Morgan, he 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 active in several local non-profit organizations, including coaching in youth soccer leagues on the North Shore, participating in Massachusetts Special Olympics, and volunteering at local North Shore animal shelters.  Kieran is a member of the Salem (MA) Chamber of Commerce and the Massachusetts Restaurant Association.

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

Molly A. Morin

Vice President and Assistant Treasurer

Molly is Vice President and Assistant Treasurer for Ipswich Investment Management.  She oversees the firm’s financial records including accounting, bookkeeping, banking, payroll, and budgeting.  Molly also assists the Investment Committee by providing support in all areas of investment management and research.  She serves as the secondary trader for all client trading.

Prior to joining IIM, Molly served as a Legal Research Analyst for Fidelity Investments within FMR Co., the investment advisor to Fidelity's family of mutual funds.  She served as the liaison between traders, portfolio managers, legal counsel, and compliance within FMR Co. as it pertained to unique trading opportunities including emerging markets and private placements.  Previously, she was an Assistant Trader in FMR Co.’s Fixed Income Trading Department specializing in mortgage-backed securities, and prior to that she was a Client Administrator at Kobren Insight Management where she was responsible for all aspects of investment operations and client administration.  Earlier in her career, Molly was an Equity Trader at Colonial Management Associates, Inc. in the Institutional Trading Department.

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

Ann T. Connors-Cook

Client Services, Notary Public

Ann specializes in implementing and maintaining office-wide systems, both automated and administrative, and continually improves the streamlining of company operations and administration.  She brings many years of work experience from large companies including IBM and New England Telephone to IIM.  She 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.

Karen Mullen Dunton

Client Services

Karen’s role in Client Services encompasses a variety of reporting and marketing functions and trading activities.  Prior to joining IIM, Karen was employed at Charles River Ventures for over twenty-two years.  Her main responsibility at CRV was Investor Relations and Executive Assistant to the CFO.  She also held positions in Human Resources where she maintained HR files and submitted payroll.

Karen received her Bachelor's Degree in Communications from the University of Southern Maine.

Susan B. MacKinnon

Investment Associate

Susan is an Investment Associate with a broad background in financial services.  In addition to supporting the investment process, she plans and executes projects that improve and maintain operational efficiency and ensures recordkeeping conforms to regulatory requirements.

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.

Images courtesy of Andrew Borsari: www.borsarigallery.com.

Images courtesy of Andrew Borsari: www.borsarigallery.com.

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