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

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
Susan Cannon
Judy Caruso
Jeffrey Cole
Shellie Dean-Arnold
Kerry L. Janas
Janelle Travers

Staff
Kaitlyn Gilpin
Brenda Schwechheimer
Michele Talbot

Wealth Management Support Services

John A. Haley
Vice President, Director of Support Services

Operations
Nerissa Gentle
Patricia E. Hartnett
Katherine Kuzmich
Robyn T. Lettieri
Aleta Plouffe

Tax
Richard A. Moquin, EA
Joseph Lombardo

Technology
Thomas E. Rudden

Business Development

Massachusetts

Robert A. MacAllister, Boston
William M. Yates, Weston

New Hampshire

Erin Cooper, Portsmouth
Susan Martore-Baker, Concord

 

Securities and other investment products are:

Wealth Management Disclosure

 

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

Meet Our Team

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

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