Wealth Management Team

Rollstone Bank & Trust is the only Bank in the region with a locally based Trust department. Led by Marty Connors, CPA, and Wayne Carney, RBT’s Wealth Management will help you develop a plan to ensure financial stability for yourself and your loved ones.

Martin F. Connors, Jr., is the President & CEO of Rollstone Bank & Trust. He joined RBT in 2004 as President, and was previously a partner in the CPA firm Reagan & Co. and the CFO of Safety Fund National Bank. Marty is a very active leader in the community, serving on the Boards of organizations like Fitchburg State University, the North Central MA Chamber of Commerce, United Way, and HealthAlliance Hospital. He earned a Bachelor’s Degree in Accountancy and Masters in Taxation from Bentley University, and graduated with honors from the University of Wisconsin’s graduate school of banking.

Wayne Carney is the Senior Vice President and Senior Trust Officer of RBT’s Wealth Management Division. He has been with RBT since 2008, and has nearly 30 years' experience helping clients meet their financial objectives. Wayne leads the Rollstone team of advisors in all areas of Wealth Management, including investment management, trust and estate administration, and business development, and serves as the primary point of contact for wealth management clients, and their attorneys and advisors.

 

Matthew C. Smith is the Vice President of RBT’s Wealth Management Division. He has been with RBT since 2011 and has worked in the securities industry since 1996. Matthew is an active member of the community, serving on the board of the Beacon of Hope, and is a member of the Wachusett Area Rotary club. Matthew assists individuals and businesses in creating a financial plan to help them reach their financial goals.

 

Peter St. George is the Trust Investment Officer for Rollstone Bank and Trust. In 2011 he joined RBT as a Financial Advisor and has been involved in all areas of RBT’s Wealth Management division during his tenure. In 2011 Peter earned the Life Underwriter Training Council Fellow (LUTCF) designation and continues to serve RBT’s clients in areas of investment management as well as trust and estate administration.

 

Ashleigh Gelinas, Esq., is a Senior Trust Advisor in the Wealth Management Division. She is a 2005 graduate of Florida State University, and a 2008 graduate of Suffolk University Law School. Ashleigh is admitted to the Massachusetts bar, and her legal practice has focused on the areas of Estate Planning, Trust and Estate Administration, Probate of Estates, Guardianship/Conservatorship, and Elder Law. She joined the RBT team in 2022.

 

Sandra Szarek is the lead Trust Operations Specialist in Wealth Management.  She has been with RBT since 2002. In that time, she has worked in various departments throughout the organization including Residential Mortgage and Commercial Lending. She has spent the last 13 years in the Wealth Management division. With a focus in Trust Operations, Sandra encompasses an array of skills from opening Trust accounts to preparing for taxes and audits. Sandra is also well known within the local CPA community.