News: Financial Digest

Plimoth Investment promotes Oliveira to president and chief executive officer

Plimoth Investment Advisors has promoted George Oliveira to the position of president and chief executive officer. The firm is joint-owned by BayCoast Bank, formerly Citizens-Union Savings Bank, and Dedham Institution for Savings. As president and CEO, Oliveira oversees the operation of Plimoth Investment Advisors, which includes investment management, trust administration and operations. He is a senior member of the team with portfolio management responsibilities across multiple client types. Prior to joining Plimoth Investment Advisors in 1998, Oliveira served more than 22 years as a department head at two region banks, Citizens Bank and Plymouth Savings Bank. He holds a bachelor's degree in Business Administration from Bryant College and a master's degree in Business Administration from Providence College. He is a Certified Financial Planner (CFP), a Certified Trust & Financial Advisor (CTFA), and is a graduate of both the National Trust School at Northwestern University and the National Graduate Trust School at the University of Chicago. An active member of the Community, Oliveira serves on various boards including the Community Foundation of Southeastern Massachusetts, the United Way, the Bristol Community College Foundation, the Family Services Association, and the Stevens Home. The promotion was announced by BayCoast Bank CEO and President Nicholas M. Christ, who said, "With George's expertise, leadership skills and commitment to his customers, there is no one more qualified to lead the Plimoth Investment Advisors team. Under his guidance, they are sure to experience continued growth as they maintain their high standards of service." About Plimoth Investment Advisors Plimoth Trust Company, LLC, doing business as Plimoth Investment Advisors, is a portfolio management firm specializing in investment management, trust services, retirement plans and estate administration for both private and institutional clients. The firm's wide range of products include individual investment accounts, Roth and Traditional IRA accounts, trust accounts, employee benefit plans, charitable accounts, endowment accounts, foundation accounts and institutional investment management services.
MORE FROM Financial Digest

Preservation of Affordable Housing secures $23.5 million in financing from Rockland Trust and Citizens Bank

Cambridge, MA The nonprofit Preservation of Affordable Housing (POAH) has secured $23.5 million in financing from Rockland Trust and Citizens Bank to transform a 150-year-old, underutilized church complex into housing. The project will ultimately create 46 affordable family-sized apartments.
READ ON THE GO
DIGITAL EDITIONS
Subscribe
Quick Hits
Columns and Thought Leadership
Conn. hospitality market: A technical appraisal perspective on market dynamics and valuation challenges (2019-2025)

Conn. hospitality market: A technical appraisal perspective on market dynamics and valuation challenges (2019-2025)

The Connecticut hospitality market has demonstrated uneven recovery patterns between 2019 and 2025, with boutique and historic properties achieving $125 RevPAR in 2025, up 8.7% from the 2019 level. Coastal resort properties achieved a $105 RevPAR in 2025, representing 10.5% growth since 2019. Casino corridor properties maintained modest growth with RevPAR improving 4.5% to $92 in 2025.
Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.