Anna Hays and Benjamin “Ben” Wigren have recently joined Cape Cod 5’s Trust and Asset Management Team, with Hays serving as Senior Wealth Management Officer and Wigren in the role of Senior Investment Officer.
Both bring more than two decades of experience in their respective areas.
Hays is an attorney and a Certified Financial Planner and has provided advice on all facets of wealth management including retirement, business succession, college funding, charitable contributions, Social Security, health care and long-term care. Her experience includes wealth management, private legal practice and state agencies that administer the Federal Medicare and Medicaid programs.
Wigren’s career began in Boston with the investment management arm of a large regional bank, which quickly became national in scale via mergers and acquisitions. Prior to joining Cape Cod 5’s Wealth Management team, he was responsible for and oversaw all taxable fixed income trading within the private bank.
“Anna’s extensive experience developing estate and trust plans that integrate financial goals, and Ben’s background and knowledge in managing fixed income instruments and their role in the total portfolio management process will be strong assets for our customers as they work with us towards their financial goals,” said Bert Talerman, President of Cape Cod 5. “We are pleased to welcome them both to our Trust and Asset Management Team.”