Professional Bios for Marthas Vineyard Bank Financial Group

Robert N. Wheeler
Executive Vice President

Robert Wheeler is an Executive Vice President with Martha’s Vineyard Savings Bank and responsible for Martha’s Vineyard Financial Group’s business development and strategic initiatives.  Bob has extensive financial service and trust experience as President of five banks in New Hampshire and Massachusetts, including the Martha’s Vineyard National Bank.  Throughout his distinguished career, Bob has been very active in the Martha’s Vineyard community as Director of Martha’s Vineyard Community Services; Director and Treasurer of the Scottish Society of Martha’s Vineyard; Trustee of the Island Housing Trust; Co-Chairman and Director of the Island Affordable Housing Fund; Chairman of the Tisbury Housing Committee and a member of the Pennywise Path Committee in Edgartown.  Bob holds BA and MBA degrees from the University of New Hampshire and holds his NASD Series 7 and Series 66 Licenses.  Bob and his wife Patricia live in Vineyard Haven and have six children and four grandchildren. 

H. Paul Ryan
Senior Trust Officer

H. Paul Ryan has been the Senior Trust Officer with Trust Department since it was founded in 1991.  Paul is an experienced Trust Administrator with all aspects of portfolio management and estate and trust administration including: estate planning, retirement plans, and tax planning strategies.  Paul works closely with Vineyard families, estate planning attorneys and CPAs to develop and implement basic to sophisticated strategic financial plans for all Trust Clients.   Paul previously held the position of Vice President, Trust Manager with Berkshire Bank & Trust in Pittsfield, Massachusetts and Senior Trust Officer with Martha’s Vineyard National Bank.  Paul is a graduate of Boston College, Suffolk Law School, and holds an MBA from Western New England College.  Paul lives with his wife Patricia in Tisbury; they have three grown children.

Sarah Mayhew Shipway
Trust Officer

Sarah Shipway has been with the Trust Department since 1996 and is currently a Trust Officer with Martha’s Vineyard Financial Group specializing in wealth management, estate planning, and retirement planning for Island estates, individuals and families.  Sarah graduated from Martha’s Vineyard Regional High School and Clark University with a BA in International Relations and Spanish Language & Literature.  She also completed Northwestern University and American Bankers Association’s National Trust School and National Graduate Trust School.  Sarah began her career in financial services at Putnam Investments in Boston where she held Series 6 and Series 63 licenses.  Sarah holds the American Banker’s Association designation of Certified Trust & Financial Advisor (CTFA) and Certified IRA Services Professional (CISP).   Sarah currently lives in Chilmark with her husband Charlie, their daughter Kira and son Tyler.

Jill Hansen
Senior Financial Advisor

Jill Hansen has worked in the financial industry for the past 14 years and has gained exerpienced from various, well respected firms. While at Fidelity Investments, she worked at the World Trade Center in Boston, as well as, the Investor Centers in Burlington, VT and Portland, ME. She served as the High-Net-Worth Coordinator for her branch and worked with estate planning attorneys to customize financial plans tailored to clients’ specific needs. Prior to working at Fidelity she specialized in various uses for life insurance and annuities at Prudential Securities. She currently holds a Series 7 and Series 66, as well as, Life and Health Insurance licenses. Jill is a Graduate from Syracuse University with a BA in Economics and is currently working on an Accredited Wealth Management Advisor designation from the College for Financial Planning. She lives with her husband, Oscar and two children, Oscar and Kate in West Tisbury.

Katherine Davey
Trust Operations Specialist

Katherine Davey has managed Trust Operations since the department was founded in 1991.   Since that time Katie has overseen and managed the various and complex areas of the day to day trust operations and executes many aspects of trust administration including trust accounting, daily trade settlement, personal and estate tax filings.  She is responsible for all trust-related compliance issues.  Katie provides all Trust clients with the highest level of customer service and provides research and response to client inquiries in a timely and efficient manner.  Prior to joining the bank, Katie had 5 years of retail banking and trust experience at Martha’s Vineyard National Bank.  Katie attended Plymouth State College and graduated from Katharine Gibbs School in Boston.  She and her husband Ken, daughter Caroline and yellow lab Bailey reside in Oak Bluffs.

Shawna Lockley
Senior Client Associate

Shawna Lockley has extensive Bank Operations and Senior Customer Service expertise. Shawna came to the Bank from the Operations Department in Edgartown. While in Operations, Shawna was responsible for all electronic banking operations and the IRA Department. Since joining the Investment Group with Martha’s Vineyard Financial Group, Shawna has overseen and managed the various and complex areas of the day to day investment management operations and executes all aspects of account administration for individuals, businesses, organizations and institutions as well as handling her own investment clients. She provides all MVFG clients with the highest level of customer service and provides research and response to client inquiries in a timely and efficient manner. Shawna holds NASD Series 7, Series 66 and Life and Health Insurance licenses.  Shawna began her banking career at Cape Cod Bank & Trust and TDBanknorth as an Account Operations Manager and Customer Sales and Service Manager. Shawna lives in Sandwich with her husband Jonathan and her two sons Ryan and Adam.