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- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- VectorCapital alpha
- Established Date
- 02-19-2015
- Office Locations
- 2
Office Locations
About Mascoma Wealth Management
Mascoma Wealth Management is the advisory arm of Mascoma Bank, serving individuals and businesses across New Hampshire and Vermont. The team provides investment strategy plus integrated financial and estate planning, using diversified portfolios with ETFs and mutual funds and an emphasis on asset allocation. Custody commonly includes Fidelity/NFS. Mascoma Bank is a Certified B Corporation and runs Mascoma Community Development, an active New Markets Tax Credit allocator.
Team overview
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Asset Classes
Custodian
Investment Themes
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Owner & Executives
Zuzana Kuzelova Brochu
President
- CRD
- #6882017
- Ownership
- Less than 5%
AMANDA ALDRICH SPENCER
Chief Compliance Officer, Chief Operations Officer
- CRD
- #7625406
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JONATHAN LONG COTTRELL
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- CRD
- #4141180
MATTHEW DAVID DATTILIO
Senior Analyst, Senior Portfolio Manager
- CRD
- #6143479
Legacy fusion
Wave meridian
- CRD
- #37987
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $536,015,042 | $487,286 |
| Non-Discretionary | $31,738,002 | $373,388 |
| Total | $567,753,044 | $479,116 |
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Separately Managed Accounts
Total SMA Asset: $567,753,044
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,573,356,427 | 25.4% |
| Equity - Exchange | $743,317,997 | 12.0% |
| Cash | $1,523,801,894 | 24.6% |
| Corporate - Investment Grade | $408,824,898 | 6.6% |
| U.S. Government/Agency | $1,945,015,425 | 31.4% |
| Total | $6,194,316,641 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE VITAL BEACON | ALPHA HARBOR | WIMXRVDYJ | PNU | 3.18% | $69,418,945 |
| LEGACY FOCUS | BEACON EAGLE | DKSVBEC8C | GXWUJ | 5.61% | $45,824,209 |
| ALPHA QUANTUM | WAVE FUSION | ROSQRJSIN | WPRHY | 9.44% | $98,729,921 |
| ATLAS ATLAS | WAVE INSIGHT | EOBDYOLT5 | FWFNE | 3.52% | $45,068,286 |
| GLACIER MOMENTUM MERIDIAN | DELTA ALPHA | 9458IR8VM | BULTX | 3.28% | $10,458,288 |
| RIDGE ZENITH SUMMIT | VITAL PIONEER | 3D9X469DB | CBILV | 10.87% | $49,141,202 |
| RADIAL UNISON VITAL | CAPITAL VERTEX | BZRV545RR | KQR | 7.83% | $59,139,548 |
| RIDGE VERTEX | SUMMIT ZENITH | 2J5VAGQRL | GFBWF | 2.27% | $74,600,108 |