Corporate Board Profile
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| Filing Date | Source Excerpt |
|---|---|
| 2011-04-08 | Jake joined the Board on January 1, 2011. He serves on the Companys Corporate Governance/Nominating Committee and on the Banks Risk Management and CRA Committees. |
| 2012-04-09 | James Wheeler - Jake is our newest director, who joined the Board on January 1, 2011 to fill the vacancy created upon the retirement of former Chairman Richard White. Although new to our Board, Jake has been a guiding force with the Company's trust company affiliate for many years, as a member of CFSG's Board of Managers since its formation in 2002. Jake has practiced law in St. Johnsbury since 1974 with the state's largest law firm, Downs Rachlin Martin PLLC, and has been a member of the firm since 1978. His practice focuses principally in the areas of corporate governance, transactions and financing; complex real estate acquisitions and financing; and trusts and estates. Jake received his undergraduate degree from Harvard University and his law degree from Boston University School of Law. His judgment and insight as a seasoned attorney provide a valuable addition to our Board. Jake serves on the Company's Corporate Governance/Nominating Committee and on the Bank's Risk Management and CRA Committees. He lives in East Burke, Vermont. |
| 2013-04-10 | Jake is an attorney and principal at Downs Rachlin Martin PLLC. He serves on the Corporate Governance/Nominating Committee and on the Bank's Risk Management and CRA Committees. He lives in East Burke, Vermont. |
| 2014-04-08 | Jake serves on the Company's Corporate Governance/Nominating Committee and on the Bank's Risk Management and CRA Committees. |
| 2015-04-06 | James Wheeler serves on the Corporate Governance/Nominating Committee. The director compensation table shows James G. Wheeler, Jr. $23,643 total compensation. |
| 2016-04-07 | James G. Wheeler, Jr., 67, Attorney and Principal, Downs Rachlin Martin PLLC, Director since 2011. Serves on Audit and Corporate Governance/Nominating Committees. 2015 Director Compensation: $26,686 total. |
| 2017-04-06 | Jake joined the Board in 2011... Jake serves on the Company’s Audit and Corporate Governance/Nominating Committees. |
| 2018-04-05 | Jake joined the Board in 2011. He serves on the Company’s Audit and Corporate Governance/Nominating Committees. |
| 2019-04-02 | Jake serves on the Company’s Audit and Compensation/Human Resources Committees. |
| 2021-04-06 | Jake serves on the Company’s Audit and Compensation Committees. |
| 2022-04-05 | Jake joined the Board in 2011. Jake serves on the Company’s Audit and Compensation Committees. |
Data sourced from SEC filings. Last updated: 2025-08-30