HM Payson provides investment research, investment management, trust and estate planning, and financial planning services. The firm self-describes as focused on earning and sustaining trust through independence, integrity, and discipline.

HM Payson & Co

HM Payson

HM Payson &amp; Co | 579 followers on LinkedIn. Est. 1854 | An Integrated Financial Advisor | HM Payson is a Maine Trust Company and SEC Registered Investment Advisor specializing in preserving and growing our clients&#39;​ wealth. Our focus is on providing investment advice through stringent research and a highly disciplined approach.

Most importantly, every client is a client of the firm.

Director of Research & Managing Director at H.M. Payson & Co.

David R. Hines, CFA

Mike Currie

Portfolio Manager

D.J. Shaughnessy

Private Equity Associate

Andy Lumb, CAIA

Exciting News at HM Payson! We are thrilled to welcome two incredibly talented professionals to our team. 🏒 Colin P. Greening 🏒 Colin, a Cornell University and Harvard Business School graduate, is bringing his unique blend of athletic discipline and business acumen to HM Payson. After a stellar career in the NHL with the Toronto Maple Leafs and Ottawa Senators, Colin transitioned to the financial world at Chenmark Holdings, where he excelled in business development, mergers and acquisitions, and financial planning and analysis. During his tenure, he also served as CFO for one of Chenmark's operating companies. As a Trustee for the NHLPA's various pension plans and a dedicated volunteer for Casco Bay Hockey and Falmouth Youth Soccer, Colin is a true team player. Now, he's joining us as a Portfolio Manager in our Financial Planning and Investment Management Groups. Welcome to the team, Colin! 🏢 Camille K. White 🏢 Camille, a Harvard University graduate, comes to us with over a decade of expertise in commercial real estate. She has successfully managed and leased properties across New England, with a focus on life sciences, medical facilities, and mixed-use office spaces. As the former COO of Reveler Development, Camille has a proven track record in operations and asset management. An active member of the BioME Association, Camille also dedicates her time to coaching and mentoring young women in tennis and training. We are delighted to have her on board as a Relationship Manager in our Financial Planning Group. Welcome, Camille! We are confident that Colin and Camille's exceptional skills and experiences will be invaluable to our clients and our team. Exciting times ahead at HM Payson! 🎉 #NewTeamMembers #HMPayson #FinancialPlanning #InvestmentManagement #WelcomeAboard

🌟 Today is the Center for Grieving Children’s first annual Day of Giving! 🌟 Your donation today will help provide essential peer support programs to grieving families throughout Maine. HM Payson is offering a 1:1 MATCH for all gifts up to the first $3,000 raised! The butterfly symbolizes hope, and the blue butterfly represents children's grief. Inspired by this, the Center aims to spread the wings of hope to grieving Mainers on this Center Day of Giving. Join us in providing these families with the love, care, and support they need to heal. 💙 Grief is complex, and the Center offers peer support to families, children, and individuals dealing with grief and loss in all its forms across Maine. Thanks to your donations, the Center provides these programs at no cost to participants. Make a gift today and help us sustain their no-cost programs for grieving Mainers. 🦋💙 https://lnkd.in/esNhZWjy

As a multi-generational firm, we take the process of succession seriously, always aiming to give new leaders the time to grow and develop alongside those who came before them. The following promotions are just the latest example of that thoughtful and time-tested approach. Daniel M. Lay, Esq. named President: During his tenure with the firm, Dan has demonstrated leadership as a Portfolio Manager, Managing Director, member of the Board of Directors, and Director of Marketing. Dan’s vision and comprehensive understanding of our business have been instrumental in shaping HM Payson’s strategic direction while ensuring the Firm remains true to its core mission: serving the best interests of our clients and their families. Mike Currie named Chairman of the Board: As our President for almost two decades, Mike has guided HM Payson through unprecedented growth of the firm. We are fortunate that he will remain on the leadership team as Chairman of the Board. His ongoing presence, experience, and guidance will be vital as we look ahead to the future. Jay Flower Steps Up as Director of Marketing: Jay has long contributed to the firm not only in his role as Portfolio Manager, but also as a Shareholder and a key member of the Financial Planning Group and Marketing Committee. Already an indispensable member of the committee, Jay is looking forward to taking the lead.

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HM Payson

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