Cape Cod Five Promotes Jason R. Lilly, CFA, CFP® to Chief Wealth Management Services Officer

Orleans, MA – The Cape Cod Five Cents Savings Bank is pleased to announce the promotion of Jason Lilly to the position of Chief Wealth Management Services Officer. In his new role, Mr. Lilly will oversee the Wealth Management Group, including Trust and Asset Management, Financial Planning and Investment Advisory Services for the Bank.

“Jason’s extensive background in detailed financial planning, institutional investment management and comprehensive client service reflects Cape Cod Five’s commitment to our customers and our community,” states Dorothy A. Savarese, President and CEO of Cape Cod Five.  

“Having grown up on Cape Cod and spending the majority of my career working and volunteering in the local community, I always held Cape Cod Five in the highest regard,” said Mr. Lilly. “I find the Bank’s commitment to the Cape and Islands inspiring and am so pleased to be part of such an incredible institution. To lead such an experienced and accomplished group is an unexpected honor,” adds Mr. Lilly. “As a team, we are so appreciative of the trust and confidence our clients place with us.”

Mr. Lilly holds a Bachelor of Science degree in Resource Economics from the University of Massachusetts and a Master’s degree in Business Administration from Arizona State University. In addition, Mr. Lilly holds the Chartered Financial Analyst (CFA) designation as well as Certified Financial Planner (CFP) designation.

About Cape Cod Five

Founded in 1855, Cape Cod Five is an independent state-chartered savings bank with over $3 billion in assets. Through its 23 offices, Cape Cod Five offers a broad range of financial products and services to customers living on Cape Cod, Martha’s Vineyard, Nantucket and in Southeastern Massachusetts communities. Services include consumer and commercial banking products; residential mortgages; investment management and trust services.