jeffrey l. gordon
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 45 years of investment management experience Mr. Gordon now serves as portfolio manager and managing partner. He has been the Treasurer and immediate past President of the Board of Trustees, and is a Trustee Emeritus 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 trustee emeritus of St. Michael’s Country Day School, he also served a ten year term as President of its Board of Trustees. Mr. Gordon is a graduate of The Johns Hopkins University and Governor Dummer Academy.
Barclay Douglas, JR.
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 40 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 thirty-first year as President of the Newport Country Club and is on the USGA Mid-Amateur Committee. He is also the President of the Newport Reading Room and a past secretary of The National Tennis Club. Mr. Douglas also serves as an Incorporator of BankNewport. Mr. Douglas is a graduate of Fordham University and The Browning School.
kenneth M. P. lindh
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. Mr. Lindh is a partner of the Firm as well as Chief Compliance Officer and General Counsel. Mr. Lindh is a member of the Rhode Island Bar Association, and also a past member of the board of directors at the Redwood Library and Athenaeum. He received a BA and JD from Southern Methodist University and is a graduate of the Episcopal School of Dallas.
peter c. hatfield, CFA
Mr. Hatfield joined the firm in 2015 as a portfolio manager and research analyst. He has most recently been a Senior Equity Research Analyst at Cowen and Company in New York, serving as a lead industry analyst and authoring reports that have been cited in the Wall Street Journal and Barron's. Prior to Cowen, he held various positions at Bernstein Global Wealth Management and Bloomberg, LP. Mr. Hatfield is a member of the board of directors at the Boys & Girls Club of Newport County. He is a CFA charterholder and a graduate of Amherst College and St. George's School in Rhode Island.
john j. slocum, jr.
Mr. Slocum formed Slocum, Gordon, & Co. LLP with Jeffrey Gordon in 1978 and retired from the partnership in May 2016. He began his career 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. He is a former member of the board of directors 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. Slocum is a graduate of Harvard College, Harvard Business School, and Groton School.