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In this episode of the Community Cast, a podcast by Chalmers Insurance Group, Dottie Chalmers Cutter sits down with Kara Pass, Market Street's President and CEO, to discuss our shared family office model and the importance of delivering an exceptional client and employee experience, highlighting the critical role of family meetings, strong governance structures, and active community engagement. Kara also shares lessons learned throughout her career--from working as a bank teller to leading a client-owned, shared family office--offering an inside look at how Market Street Trust supports multigenerational families through a comprehensive suite of services, guided by innovation, exceptional service, and the families we serve.
More about the Community Cast:
The Community Cast is a podcast by Chalmers Insurance Group. Since 1857, Chalmers has helped Maine and New Hampshire businesses and families protect what is most important to them. Each episode will feature a team member from Chalmers interviewing entrepreneurs, neighbors and local leaders about their stories, lessons learned, and how they are paying it forward in their communities. Whether you run your own business, or steward a local passion project, this is the podcast for you.
Disclaimer:
This presentation has been prepared by Market Street Trust Company. The views expressed herein represent opinions of Market Street and are presented for informational purposes only. They are not intended to be recommendations or investment advice and do not take into account the individual financial circumstances or objectives of the investor who receives them.
Certain statements included in this presentation constitute forward looking statements. Forward looking statements are not facts but reflect current thinking regarding future events or results. These forward looking statements are subject to risks that may result in actual results being materially different from current expectations.
Past performance (before and after taxes) does not guarantee future performance. There is no assurance that Market Street Trust Company investments will achieve their objectives, or that they will or are likely to achieve results comparable to results shown herein, or will make any profit, or will be able to avoid incurring losses. Exposure to foreign currencies may cause additional fluctuation in the value of any investment. Each investor must assess the suitability of an investment, the investor’s tolerance for risk and the impact on the investor’s diversification strategy. This presentation does not constitute an invitation to buy or an offer to sell securities, or any other products or services.
This is intended as general information only. Investors maybe required to meet certain criteria under the securities laws in order to qualify for certain investments. Any discussion of U.S. tax matters is not intended and cannot be used or relied upon for the purpose of avoiding U.S. tax-related penalties. Please visit our website for additional information concerning Market Street’s investments and investment updates. As always, please feel free to contact us if you would like to learn more about our investment program.
