Insights: PFA In the News

June 5, 2023

Press Release: Penobscot Financial Advisors welcomes Associate Financial Advisor Rebecca Schuman

Portland, Maine, June 5, 2023– Penobscot Financial Advisors expands their advisory team with the addition of Topsham native Rebecca Schuman to its Portland office. Rebecca’s undergraduate studies in Finance and International Business at the University of Maine, Orono led her to a position as an account manager for a local hedge fund administrator. Her interest […]

January 23, 2023

Press Release: Two of Maine’s Prominent Independent Fee-Only Registered Investment Advisors Merge

Penobscot Financial Advisors and Portland Integritas Advisors join to expand their national reach Portland, Maine, January 23, 2023 – Portland Integritas Advisors and Penobscot Financial Advisors (PFA) have merged under the PFA company name. Together, PFA now serves more than 740 clients and manages nearly $350M in assets.  Karen Elise Kilbride, CFP®, CPA, started working […]

January 9, 2020

Breaking Free From Broker-Dealers: The Careers of Craig Joncas and Jim Bradley