Wealth Management

Wealth Management

Michael Duca - Executive Vice President, Head of Wealth Management

“We believe that managing your wealth is more than simply managing your assets. So you’ll work with a Trust Officer and an Investment Officer who will take the time to get to know you. Together, you’ll determine a strategy that meets your unique needs. We often work with several members of a family so we pay attention to family dynamics and concerns. Our goal is to give our clients the freedom to enjoy their wealth.”

Cambridge Trust Wealth Management offers comprehensive investment management, as well as trust administration, estate settlement services, and financial planning. Our clients value personal service and depend on the commitment and expertise of our experienced investment and fiduciary professionals. Learn more about our process ››

Featured Topic:

Democracy and the Modern Dictator:
Adapting Authoritarianism to a Globalized World

An award-winning editor and journalist, Will Dobson is the author of "The Dictator's Learning Curve: Inside the Global Battle for Democracy." In this critically-acclaimed work, Mr. Dobson argues that today's dictators and authoritarians are far more sophisticated than ever before. They understand that in an interconnected world of technology and social media, brutal forms of intimidation are better replaced with subtle forms of coercion.

In this podcast, Mr. Dobson contrasts the success of these modern authoritarians' efforts to project a kinder, gentler image versus the regimes that still cling to the more traditional murder and mayhem approach to maintaining power.
Podcast (22:01): Listen Now | Download Now

More on the Thought Series®

 

Wealth Management Services

Investment Management

Cambridge Trust provides investment management for all account types through
either our Comprehensive Investment Services or the Cambridge Trust Select Investment Portfolio.
Learn more

Fiduciary and Planning Services

Cambridge Trust adds value to asset management with fiduciary and planning services appropriate to each client’s financial needs. Learn more

Estate Settlement

Cambridge Trust serves as executor, co-executor, or agent for executor, providing a full range of estate services for our high net worth clients. Learn more


Personnel

Michael A. Duca

Michael A. Duca
Executive Vice President

With more than thirty years of financial services experience, Mr. Duca oversees all areas of Wealth Management and serves on the Management Committee of Cambridge Trust Company. Learn more

 

Meet the Wealth Management Team

Video Series

Finding Opportunity
in a Complex Market

James F. Spencer, Chief Investment Officer, discusses the importance of investors periodically rebalancing their portfolios.

Watch this episode

Contact Us

In Massachusetts call
Robert MacAllister

  • 617-441-1599

William Yates

  • 617-503-4041

In New Hampshire call

Erin Cooper

  • 603-369-5057

Susan Martore-Baker

  • 603-369-5101

Email Us

Securities and other investment products are:

  • Not FDIC Insured • 
  • May Lose Value • 
  • Not Bank Guaranteed
  •   Not a Deposit 
  • • Not Insured By Any Government Agency