Purchase this list and others as an Excel document at nhbr.com/special-editions/the-book-of-lists
Connect with one of State-Chartered Non-Depository Trust Company, as featured in NH Business Review’s 2024 Book of Lists
(RANKED BY TOTAL ASSETS*)
Bank
Address
Top Executive
Website
Phone
Total Assets
Equity Capital
1. Fidelity Institutional Asset Management
One Spartan Way
Merrimack, NH 03054
Vadim Zlotnikov
institutional.fidelity.com
401-292-5000
$99.260 million
$76.684 million
2. FNZ Trust Company
1776 Heritage Drive
N. Quincy, MA 02172
Michael Weand fnz.com/fnztrustcompany
800-392-9244
$93.770 million
$78.037 million
3. Newport Trust Company
815 Connecticut Ave. NW, Suite 510
Washington, D.C. 20006
Bill Ryan
newportgroup.com
844-749-9981
$72.498 million
$65.962 million
4. Loomis Sayles Trust Company, LLC
One Financial Center
Boston, MA 02111
Kevin P. Charleston
loomissayles.com
800-343-2029
$57.109 million
$13.418 million
5. John Hancock Trust Company LLC
197 Clarendon Street
Boston, MA 02116
Brooks tingle
johnhancock.com
617-663-2486
$38.306 million
$28.102 million
6. Putnam Fiduciary Trust Company
100 Federal Street
Boston, MA 02110
Robert L. Reynolds
putnam.com
617-760-1648
$29.037 million
$25.829 million
7. DWS Trust Company
11 Northeastern Boulevard
Salem, NH 03079
John Millette
dws.com
212-454-8503
$28.553 million
$28.020 million
8. Mercer Trust Company
99 High Street
Boston, MA 02110
Pat Tomlinson
mercer.com
617-747-9500
$24.181 million
$21.319 million
9. Geode Capital Management Trust Company, LLC
100 Summer Street, 12th Floor
Boston, MA 02110
Matt Nevins
geodecapital.com
617-392-8533
$22.603 million
$17.119 million
10. The 1911 Trust Company LLC
1 Liberty Lane
Hampton, NH 03842
Kevin L. Kavanaugh
1911trust.com
978-921-0452
$22.088 million
$12.469 million
11. Boston Partners Trust Company
1 Beacon Street, 30th Floor
Boston, MA 02108
Joseph F. Feeney, Jr.
boston-partners.com
617-832-8200
$22.053 million
$4.005 million
12. MFS Heritage Trust Company
111 Huntington Ave., 24th Floor
Boston, MA 02199
Mike W. Roberge
mfs.com
617-954-5000
$20.358 million
$12.914 million
13. Bar Habor Trust Services
90 North Main Street
Concord, NH 03301
Jason Edgar
barharbor.bank
888-675-5244
$18.843 million
$15.240 million
14. Lincoln Financial Group Trust Company Inc.
150 Radnor Chester Road
Radnor, PA 19087
Ellen G. Cooper
lincolnfinancial.com
484-583-1301
$17.832 million
$16.728 million
15. State Street Bank and Trust Company of New Hampshire
20 Trafalgar Square, Suite 12
Nashua, NH 03063
Ronald P. O’Hanley
statestreet.com
603-589-4097
$17.694 million
$17.501 million
16. Janney Trust Co. LLC
1717 Arch Street
Philadelphia, PA 19103
Kevin Jude Reed
janney.com
215-665-6596
$16.071 million
$9.988 million
17. Loring, Wolcott & Coolidge Trust LLC
230 Congress Street
Boston, MA 02110
David Boit
lwcotrust.com
617-523-6531
$15.594 million
$3.097 million
Source: New Hampshire Banking Department (*Total assets as of 6/30/2023)
