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

Michael A. Duca

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

James F. Spencer, CFA

Senior Vice President, Chief Investment Officer

Investment Management

Portfolio Managers

Brian Bickford, CFA, CFP®
Aimee B. Forsythe, CFA
Ryan M. Hanna
Eric C. Jussaume
Maureen Kelliher, CFA
David E. Walker, CFA

Investment Research

Kathryn L. Hersey
Catherine P. Jacobs
Jeanwon (David) Park
Brian J. Sokolowski, CFA
Eric G. Warasta, CFA

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

John A. Haley
Senior Vice President, Director of Wealth Management Services

Matthew Whittaker
Technical Support Coordinator

Operations
Nerissa Gentle
Patricia E. Hartnett
Katherine Kuzmich
Robyn T. Lettieri
Linda Medeiros
Angela Squitieri

Tax
Richard A. Moquin, EA
Joseph Lombardo
 

Business Development

Massachusetts
William M. Yates, Weston

New Hampshire
Erin Cooper, Portsmouth
Susan Martore-Baker, Concord

Wealth Management Marketing Coordinator
Kaitlyn Gilpin

 

Securities and other investment products are:

Wealth Management Disclosure

 

Contact Us

In Massachusetts call

William Yates

617-503-4041

In New Hampshire call
Erin Cooper

603-369-5057

Susan Martore-Baker

603-369-5101

Meet Our Team

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

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