Invested in Growing Your Assets

The investment management arm at Rockland Trust recently hit a huge milestone when it reached $4 billion in assets under management. That number will likely grow as Rockland continues to tap into new customers from its recent acquisitions. Leading the charge is Rockland Trust’s managing director and chief investment officer since 2005, David Smith.

Catering To The Client

As a senior vice president with Highland Capital Brokerage, insurance veteran Jack Gates first approached Rockland Trust intending to try to gain another client. But the more he spoke with Rockland, the more the two parties saw an opportunity to fill a void in the community bank’s investment management business.

Rockland Investment Management Tops $3B In AUM

Rockland Trust’s investment management division recently passed $3 billion in assets under management, owing largely to efforts to build its client base combined with Rockland’s acquisition activity, the bank said.