George Oliveira and Steven A. Russo
Plimoth Investment Advisors, an asset management firm that specializes in investment management, trust services, retirement plans, and estate administration for both private and institutional clients, has promoted George Oliveira of Seekonk, Mass., to the position of Chairman, and Steven A. Russo of Bridgewater, Mass., to the position of President and Chief Executive Officer.
As Chairman, Oliveira oversees the operation of Plimoth Investment Advisors and is a senior member of the investment team, with asset management responsibilities across multiple client types. Prior to joining Plimoth Investment Advisors in 1998, Oliveira served more than 22 years as a department head at two region banks: Citizens Bank and Plymouth Savings Bank. He holds a bachelor’s degree in business administration from Bryant College and a master’s degree in business administration from Providence College. He is a Certified Financial Planner (CFP), a Certified Trust & Financial Advisor (CTFA), and is a graduate of both the National Trust School at Northwestern University and the National Graduate Trust School at the University of Chicago.
An active member of the Community, Oliveira serves on various boards including the Community Foundation of Southeastern Massachusetts, the United Way, the Bristol Community College Foundation, the Family Services Association, and the Stevens Home.
As President and CEO, Russo will assume the oversight of all internal functions performed by the companies operating divisions. He will also guide the organization through several strategic initiatives designed to both enhance the customers experience with Plimoth and continue to grow the firm’s assets under management. As the former Chief Investment Officer, Russo will continue to be a member of the investment management team and manage client portfolios. Russo earned a Bachelor of Science in economics and a Master of Science in finance, both from Suffolk University. He is also a graduate of the ABA Stonier Graduate School and the Wharton Leadership Program. Russo is the recipient of the Chartered Financial Analyst (CFA) designation from the CFA Institute, and is a member of the CFA Institute and the Boston Security Analyst Society.
Nicholas Christ, President and Chief Executive Officer of BayCoast Bank, one of the institutions which owns Plimoth Investment Advisors, said, “We greatly value the good work that George and Steve have done for Plimoth Investment Advisors. They are real professionals and we know they will be responsible for more growth and development at Plimoth.”
About Plimoth Investment Advisors
Plimoth Trust Company, LLC, doing business as Plimoth Investment Advisors, is an asset management firm specializing in investment management, trust services, retirement plans and estate administration for both private and institutional clients. The firm’s wide range of products include individual investment accounts, Roth and Traditional IRA accounts, trust accounts, employee benefit plans, charitable accounts, endowment accounts, foundation accounts and institutional investment management services. Plimoth Investment Advisors is headquartered at 38 Resnik Road, Plymouth, MA 02360, and maintains offices in Swansea, New Bedford, and Dedham, MA. For more information, please visit www.plimothinvestmentadvisors.
