Terrance J. Dugan

Compliance Consultant

Terry serves as a financial consultant, bringing over 45 years of experience managing client relationships and financial operations as well as 40 years of teaching finance and accounting. Before retiring to part-time consulting, he was vice president of the Trust Group at Cambridge Appleton Trust Company. Earlier he was account manager at Boston EquiServe and Sunguard (formerly NCS), audit manager at First NH Bank (formerly Amoskeag), manager fiduciary services at Hale and Dorr, director of operations at Investors Bank & Trust and operations manager at Shawmut Bank Boston. A Certified Bank Auditor, he received a BS in business administration from Northeastern University and an MBA from Babson College. He also graduated from the Trust School at Williams School of Banking. Terry is an adjunct faculty member at Northeastern University, North Shore Community College and formerly Salem State College in the graduate finances program. Active in community and church groups, he served as past president and finance chairman for the Parish Council and Parish School Boards.

Why I’m so passionate about Darwin Trust

I value the approach we take as a true fiduciary, looking at our clients’ complete situations to help ensure we’re working in their best interest.c

How I define the Darwin Difference℠

The Darwin Difference is our holistic approach to doing what’s right by our clients.