Community Financial Services Group, LLC (CFSG) has promoted Patrick Talcott to Executive Vice President and Director of Asset Management. In this expanded leadership role, Talcott will oversee CFSG’s asset management strategy and lead a team of Wealth Advisors in delivering customized investment solutions designed to help clients achieve their long-term financial goals.
Talcott brings more than 25 years of trust and investment management experience to his new position and holds the Certified Trust and Fiduciary Advisor (CTFA) designation. Throughout his career, he has demonstrated deep expertise in fiduciary oversight, portfolio construction, and client-centered wealth management.
As Director of Asset Management, Talcott will be responsible for guiding CFSG’s investment philosophy, enhancing advisor resources, and ensuring disciplined, outcome-oriented strategies across client portfolios. His leadership will support CFSG’s continued commitment to delivering fiduciary-focused advice and personalized service.
“Patrick’s depth of experience, strategic insight, and commitment to our fiduciary mission make him exceptionally well suited for this expanded role,” said Joseph P. Preddy, President and CEO of Community Financial Services Group. “His leadership will be instrumental as we continue to strengthen our asset management platform and deliver thoughtful, outcome-driven investment solutions for our clients.”
Outside the office, Talcott is equally adept at balancing competing priorities, finding time to coach his children’s sports teams while also managing a family maple syrup sugaring operation—further evidence of his disciplined approach and Vermont-rooted work ethic.
Community Financial Services Group currently manages over $1.7 billion in assets for clients throughout Vermont, New Hampshire, and across the United States. The firm offers comprehensive wealth management services, including investment management, trust and fiduciary services, and financial planning.
Talcott’s promotion reflects CFSG’s ongoing investment in leadership excellence and its mission to help clients navigate complex financial markets with confidence and clarity.
About Community Financial Services Group, LLC
Community Financial Services Group, LLC (CFSG) is a wealth management firm providing investment management, trust, and fiduciary services to individuals, families, and organizations. With a client-first approach grounded in fiduciary responsibility, CFSG delivers thoughtful, goal-oriented financial solutions regionally and nationwide.
For more information, visit cfsgtrust.com.
Newport, VT – April 06, 2026 — Community Financial Services Group, LLC
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