Wealth Management Personnel

We foster a team-based approach and encourage open, honest discussion among wealth management team members. In sharing divergent views, we surface as much relevant information as possible on an issue or investment theme.

Leadership Team

Jennifer A. Pline, CFA

Executive Vice President, Head of Wealth Management

David G. Strachan, Jr., CTFA

Senior Vice President, Head of Trust Administration

Susan Martore-Baker

President, Cambridge Trust Company of New Hampshire

 

Investment Management

Portfolio Managers

Damon Barglow, CFA, CFP®
Brian A. Bickford, CFA, CFP®
Aimee B. Forsythe, CFA
Ryan M. Hanna
Eric C. Jussaume
Maureen Kelliher, CFA

Assistant Portfolio Manager

Nicholas Fitzgerald, CFA
 

Investment Research

Lindsey Donovan
Kathryn L. Hersey
Jeanwon David Park, CFA
Brian J. Sokolowski, CFA
Tanya Stavreva, CFA

Investment Associate

Kara Messenger

Wealth Management & Trust Administration

Trust Officers
Julie A. Alix
Susan I. Chiappisi, CTFA
Alice J. Flanagan, CTFA, CFP®
Judith V. Goodnow, JD
Matthew S. Lieber
Laura C. McGregor
Judith K. Noel
Michael P. Panebianco, JD, LLM, AEP®
Robert C. Pasciuto, JD

Administrators
Carrie Bythrow
Susan Cannon
Judy Caruso
Jeffrey Cole
Shellie Dean-Arnold
Elizabeth Hamilton
Janelle Travers

Staff
Brenda Schwechheimer
Michele Talbot

Wealth Management Support Services

Director of Wealth Management Services
John A. Haley

Technical Support Coordinator
Matthew Whittaker

Operations
Megan Butler
Matthew Fermon
Nerissa Gentle
Patricia E. Hartnett
Katherine Kuzmich
Robyn T. Lettieri
Angela Squitieri

Tax
Theresa Giglio, EA CFP®
Veselina Arangelova
 

Client Advisors

Massachusetts
Erin Cooper, Boston
Edward Fitzgerald, Boston
Kaitlyn Gallagher, Boston
Sara Cohn Sarkis, Boston
William M. Yates, Weston

New Hampshire
Susan Martore-Baker, Concord

 

 

Securities and other investment products are:

Wealth Management Disclosure

 

Contact Us

In Massachusetts call

Erin Cooper

617-503-5285

Edward Fitzgerald

617-441-1484

Kaitlyn Gallagher

617-441-1412

Sara Cohn Sarkis

617-441-1570

William Yates

617-503-4041

In New Hampshire call
Susan Martore-Baker

603-369-5101

Meet Our Team

Learn more about the Cambridge Trust team members who serve you everyday.