Town of Stockbridge Annual Report 2025
Trust Portfolio Management Shifts from Mascoma Wealth
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Description
Mascoma Wealth Management LLC managed Stockbridge’s public trust funds through July 2025, earning a $15,852 fee before services were transitioned to a new advisor.
Contract Details
Contract Amount
$15,852 (January - mid-July 2025 management fee)
Vendor
MASCOMA WEALTH MANAGEMENT LLC
Agency
Rochester Stockbridge Unified School District, VT
Contract Type
FINANCIAL_SERVICES
Document Date
February 26, 2026
Contract Term
January – July 2025
Renewal Date
2025-07-15
Renewal Info
Contract transitioned to new vendor (Harpswell Capital Advisors) in July 2025 via RFP process. Not renewed.
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