Mr. Slocum began his professional experience in the corporate finance division of S.G. Warburg & Co. in New York. With a subsequent position at Brown Brothers Harriman & Co. in the New York corporate banking group, he specialized in lending, credit analysis, and investment banking with multinational corporate clients. After moving to Rhode Island, Mr. Slocum joined the investment firm of Miller & George where he managed individual clients’ portfolios. Together with Jeffrey Gordon, he formed Slocum, Gordon & Co. LLP in 1978 and with nearly 40 years of experience in finance, Mr. Slocum is currently responsible for research and portfolio management. He currently sits on the board of The Redwood Library and Athenaeum. He recently served a ten year term as president of the Preservation Society of Newport County, and is a past president of the Harvard Business School Association of Southeastern New England.

Mr. Gordon’s career began at the Old Colony Trust Division of the First National Bank of Boston. He later joined White, Weld & Co. where he managed individual and endowment portfolios. He and his partner, John J. Slocum, Jr., formed Slocum, Gordon & Co. LLP in 1978, and with 34 years of investment management experience Mr. Gordon now serves as portfolio manager and managing partner. He has been the Treasurer and is currently the President of the Board of Trustees of Governor Dummer Academy (now known as The Governor’s Academy). He is the President of the Board of Directors of the Trinity Landmark Preservation Fund and has been a past Treasurer of Trinity Church in Newport. As a former trustee of St. Michael’s Country Day School, he also served a ten year term as President of its Board of Trustees.

Mr. Douglas began his career in Boston with ABD Securities Corp. in the operations and administration department, and later with the firm of Barclay Douglas & Co. in Providence, he was responsible for the operations and securities processing departments. Mr. Douglas joined Slocum, Gordon & Co. LLP as a partner in 1979 and with 34 years of experience in the securities business is currently responsible for the Firm’s securities processing, computer operations, and internal audit departments. He is currently in his twentieth year as President of the Newport Country Club and is on the USGA Mid-Amateur Committee. He is a past secretary of The National Tennis Club. Mr. Douglas also serves as an Incorporator of BankNewport.

Mr. Lindh’s business experience started in the oil and gas industry negotiating lease contracts as well as managing ranching interests in the north Texas area. During and after law school, he spent time with the Dallas law firm, Glast, Phillips & Murray in their litigation and trust and estate departments. Mr. Lindh joined Slocum, Gordon & Co. LLP in 2000, and with his background as a fiduciary, has expanded the Firm’s trust and estate work for its clients. He is currently the Firm’s Chief Compliance Officer and General Counsel. Mr. Lindh is a member of the Rhode Island Bar Association and the American Bar Association.