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Bar Harbor Bank & Trust briefed Winter Harbor on town investment portfolio

Town of Winter Harbor Selectmen · September 8, 2025
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Summary

Minutes record that portfolio managers from Bar Harbor Bank & Trust provided information about the town’s investment account; a public commenter later requested copies of the materials the bank provided.

Town minutes state that Bar Harbor Bank & Trust portfolio managers provided information about Winter Harbor’s investment account at the Sept. 8 meeting. Two BHBT representatives—J. Testa and J. Pratt—were listed among attendees and the minutes note that information was given from the portfolio managers.

During public comment, S. Fortin requested a copy of the documents provided by the bank. The minutes do not include the portfolio materials themselves or verbatim remarks from BHBT representatives; the only documentary details in the minutes are the attendance of the BHBT staff and the public request for copies. Selectmen did not record a vote related to investment policy in the minutes.