Jessamyn Norton, CFA, CMT

Jessamyn Norton, CFA, CMT

Jessamyn joined Clearstead Trust in 2025 as a Senior Managing Director. She has more than 20
years of experience as an investment professional and 13 years of experience addressing the
investment and wealth management needs of high net-worth clients, including asset allocation
decisions, equity analysis, and portfolio construction.

Prior to joining Clearstead, Jessamyn spent 13 years with Spinnaker Trust in Portland, Maine as the
Chief Investment Officer where she designed and implemented centralized investment solutions for
the firm. Jessamyn started her career on the buyside in Boston, first with Wellington Management
Company and then with Fidelity Research & Management as an equity research analyst and portfolio
manager. Jessamyn earned her undergraduate degree in Economics and English Literature &
Writing at Wheaton College (MA) and her MBA from The University of Chicago Booth Graduate
School of Business. Jessamyn is a CFA Charterholder and the current President of the CFA Society
of Maine. She also holds the Chartered Market Technician designation.