Janelle T. Sartorio, CTFA®
Responsibilities
Janelle provides holistic financial planning services and solutions to NHTrust clients. She draws from deep estate planning experience to go beyond managing portfolios to understand the family priorities that they support. She strives for a deep understanding of multi-generational family dynamics to ensure that no detail is lost in translation and no family bond is strained by the responsibilities of administering estates.
Experience
Janelle joined NHTrust in 2020 as Vice President and Trust Officer after almost a decade as a trust officer with Cambridge Trust. Her extensive experience in trust administration has highlighted the role that multi-generational relationships play in effective estate plans. As she broadened her expertise at NHTrust to become a seasoned Wealth Advisor, Janelle continues to be one of our in-house experts on estate planning issues.
Education
- Bryant University, BS in Finance
Credentials
- Certified Trust and Financial Advisor® (CTFA®)
community involvement
- Vice President, New Hampshire Estate Planning Council
- Volunteer, Girls on the Run
- Board Member, Pathways for Keene
- Treasurer, Keene Pride
- Member, Keene Family YMCA Development & Community Impact Committee
Philosophy
“The most effective estate plans are built on a foundation of deep, multi-generational relationships. I am committed to bridging the gap between technical strategy and unique family dynamics by building a rapport with both the current generation and those who will follow. My goal is to provide the clarity and stability families need to move forward with their legacy and their connections to one another fully preserved.”
Personal
“I love to run, race marathons, hike, and spend time outside.”