HERizon Women's Collective: HER Table
This HER Table, we welcome—
Jean Trim
Jean is a Principal in the practice and serves clients as a Portfolio Manager. She is a member of the practice’s Investment Policy Committee (IPC) and Chair of the IPC Communications Committee. Prior to joining Vigilant in 2011, Jean spent 18 years at U.S. Trust, Bank of America Private Wealth Management in Boston. For 11 of those years, Jean served clients as a Senior Vice President and Senior Portfolio Manager, working exclusively with high-net-worth individuals and families. Jean sits on the Board of Directors of Newburyport Bank, Riverrun Bancorp and Anna Jacques Hospital where she serves as Vice Chair of the Board of Trustees. Jean also sits on the Investment Subcommittee of Beth Israel Lahey Health. She is the immediate past President of the Newburyport Art Association. Jean earned her MBA from the McCallum Graduate School of Business at Bentley University and a BS in Finance with a minor in Political Science from Merrimack College.
Jean and her husband Chris, who have three children, live in West Newbury, MA with their dachshund, Koenig. Jean enjoys biking, hiking, reading and any activity involving the ocean and lakes of New England.

Join us as we celebrate HERizon—an initiative empowering women through connection, collaboration, and growth. Enjoy a two-course lunch at The Poynt in Newburyport while learning more about the HERizon Women’s Collective, an individual membership program designed to foster networking, engagement, and education among local women professionals. Be part of the movement shaping the future of women in our community!
Date and Time
Thursday May 7, 2026
11:30 AM - 1:00 PM EDT
Location
The Poynt
31 Water Street
Newburyport, MA 01950
Fees/Admission
$35.00 Members
$50.00 Non-Members
Website
Contact Information
Nancy Caswell
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