Douglas Bates

Doug was born in Portland and grew up in Cape Elizabeth, ME. He got a degree in Economics from Bowdoin in 1966, then joined the US Coast Guard OCS with assignments in Boston, Greenland and Russia aboard an icebreaker. Later, he had shore assignment in Kwajalein, Marshall Islands, Micronesia, and finished as Lt. Commander.

He got an MBA in 1974 from USM, joined Morse Payson and Noyes Insurance in 1970, went on to work as a financial advisor with various investment companies from 1975 to 2011, mostly in the Boston Area.

He retired in 2011 to Phippsburg, Maine. Personal interests include international travel, geopolitical issues, skiing, outdoor activities, reading, the Arctic and classical music. He has enjoyed taking classes at the Senior College for the last several years.

“While employed, I was an advisor to serious investors only who did not have the time, knowledge nor inclination to manage their money. I counseled principally individuals and businesses interested in managing retirement assets, including pension and profit sharing plans, 401k and individual retirement accounts, family foundations, non-profits and trusts. Special interests included retirement asset allocation, trust and estate planning and retirement issues with particular interest in global investing.”