Meredith Marsh Tiedemann, CPWA®, Senior Vice President and Trust Officer
A Certified Private Wealth Advisor®, Mrs. Tiedemann has been in the banking and investment advisory services for over 30 years. Her career in banking began in the Hartford, CT area with Connecticut National Bank and its predecessors (Shawmut Bank and Fleet Bank) working with executives and private banking clients. Prior to joining the Bank of Millbrook in 2015 she was a Vice President and Trust Officer at Salisbury Trust Wealth Advisory (a division of Salisbury Bank). She holds the designation of Certified Private Wealth Advisor ®. The CPWA® is only awarded to those who meet extensive experience requirements, have successfully completed rigorous coursework in advanced wealth management strategies at the University of Chicago, Booth School of Business in association with the Investments and Wealth Institute®. The designation is an advanced credential created specifically for wealth managers and advisors who work with high‐net‐worth clients. She has an undergraduate degree from Smith College. Mrs. Tiedemann is currently a board member of the Northeast Community Center in Millerton, NY.
Eliot C.L. Clarke, Vice President and Trust Officer
Mr. Clarke joined the Bank of Millbrook in early 2019. A Millbrook native, with deep ties to the community, he spent the last several years working in Real Estate where he built relationships and fine-tuned his ability to understand client’s needs. Prior to that he was in television production in both New York and Los Angeles. Mr. Clarke majored in Economics at the University of Vermont and Boston University. He has studied for the Level 1 CFA designation and recently completed the CFA Institute Investment Foundations Program. He is a recent graduate of the Trust School through the New York/American Bankers Association.
Todd Clifford, Trust Operations Manager
Todd joined our team at the end of 2021, bringing years of industry experience to our organization. He holds a B.A. in Economics from Keene State College and spent the first several years of his career working with high-net-worth clients at Fidelity Investments. He since has spent several years at People’s United and subsequently Liberty Bank in Connecticut. During his career he has successfully completed several securities licensing examinations including the Series 7, Series 63, Series 65 and the Series 9. He has previously held life insurance licensing for both New York and Connecticut. Todd manages our department’s daily operations such as client distribution requests, income payments, execution and settlement of security trades, cash management/movement, accounts reconciliation, record keeping and process management.
Alison A. Rochfort, Trust Administrator
Alison recently joined the Bank of Millbrook as Trust Administrator in May of 2022. She is a Millbrook native who previously acted as Head Teller for the Bank of Millbrook for 8 years. Her role here consists of assisting the Trust Officers in preparing correspondence, daily and monthly reports, and various other presentation materials. She also assists with marketing, Trust and Investment Committee meetings and the daily operations of the department.