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Cambridge Trust Company - Wealth Management:
Senior Management
Trust and Estate Administration
Investment Management
Business Development

Cambridge Trust Company of New Hampshire:
Senior Management
Trust and Estate Administration
Investment Management
Business Development

Wealth Management Services

 

Senior Management

Michael A. Duca - Executive Vice President, Wealth Management
Phone: 617-441-1571

  • B.A., Holy Cross College, 1974
  • M.B.A., The Darden School, University of Virginia, 1976
  • Joined Cambridge Trust Company in 2006

 

Trust and Estate Administration

Melinda N. Donovan - Senior Vice President & Trust Officer
Phone: 617-441-1500

  • B.A., Randolph-Macon Woman's College, 1966
  • Joined Cambridge Trust Company in 1993
Julie A. Alix - Vice President & Trust Officer
Phone: 617-441-1537
  • B.A., Merrimack College, 1982
  • American Bankers Association, National Graduate Trust School, 1993
  • Joined Cambridge Trust Company in 1996
Susan Chiappisi - Vice President & Trust Officer
Phone: 617-441-1509
  • B.A., University of Massachusetts, 1986
  • Certified Trust & Financial Advisor (CTFA), 2005
  • Joined Cambridge Trust Company in 2007
Matthew S. Lieber - Vice President & Trust Officer
Phone: 617-441-1401
  • B.A., Brown University, 1976
  • American Bankers Association, National Trust School, 1990
  • Joined Cambridge Trust Company in 1996
Laura C. McGregor - Vice President & Trust Officer
Phone: 617-441-1434
  • B.A., Wheaton College, 1980
  • American Bankers Association, National Graduate Trust School, 1990
  • Joined Cambridge Trust Company in 2002
Robert C. Pasciuto - Vice President & Trust Officer
Phone: 617-441-1506
  • B.A., University of Massachusetts, 1981
  • J.D., Boston University School of Law, 1984
  • LL.M., Boston University School of Law, 1991
  • Joined Cambridge Trust Company in 1994
David G. Strachan, Jr. - Vice President, Financial Planning
Phone: 617-441-1502
  • B.A., St. Lawrence University, 1989
  • American Bankers Association, National Graduate Trust School, 1995
  • Certified Trust & Financial Advisor (CTFA), 1995
  • Joined Cambridge Trust Company in 1996

 

Investment Management

James F. Spencer, CFA - Senior Vice President & Chief Investment Officer
Phone: 617-441-1505

  • B.S., Babson College, 1973
  • Holder of the Chartered Financial Analyst (CFA) designation since 1982
  • Joined Cambridge Trust Company in 2003
Aimee B. Forsythe, CFA - Investment Officer
Phone: 617-441-1413
  • B.A., Hanover College, 1992
  • Holder of the Chartered Financial Analyst (CFA) designation since 2000
  • Joined Cambridge Trust Company in 2004
Ryan M. Hanna - Vice President & Investment Officer
Phone: 617-441-1497
  • B.A., Rollins College, 1994
  • Joined Cambridge Trust Company in 1994
Eric C. Jussaume - Vice President, Equity and Fixed Income Trading
Phone: 617-441-1494
  • B.S., University of Vermont, 1991
  • M.B.A., Suffolk University, 2000
  • Joined Cambridge Trust Company in 2004
Brian J. Sokolowski, CFA - Investment Research Officer
Phone: 617-441-1422
  • B.A., Fairfield University, 1999
  • M.B.A., Babson College, 2005
  • Holder of the Chartered Financial Analyst (CFA) designation since 2006
  • Joined Cambridge Trust Company in 2004

David E. Walker, CFA - Vice President & Investment Officer
Phone: 617-441-1501

  • B.A., Trinity College, 1983
  • Holder of the Chartered Financial Analyst (CFA) designation since 1989
  • Joined Cambridge Trust Company in 2006
Eric G. Warasta, CFA - Investment Research Officer
Phone: 617-441-1490
  • B.S., Tufts University, 1999
  • M.B.A., Babson College, 2004
  • Holder of the Chartered Financial Analyst (CFA) designation since 2007
  • Joined Cambridge Trust Company in 2005

 

Business Development

Robert J. MacAllister - Vice President & Business Development Officer
Phone 617-441-1599
  • B.S., University of Rhode Island, 1971
  • M.ED., Northeastern University, 1976
  • Joined Cambridge Trust Company in 1996

 

Cambridge Trust Company of New Hampshire -Senior Management

Todd D. Mayo - President, Cambridge Trust Company of New Hampshire
Phone: 603-226-1212

  • B.A., Georgetown University, 1990
  • J.D., University of California, Hastings College of Law, 1993
  • LL.M., University of Florida College of Law, 1996
  • Prior work experience at Cleveland, Waters and Bass, P.A.
  • American Bar Association
    • Taxation Section, Exempt Organization Committee
    • Real Property, Trust and Estate Law Section
  • Joined Cambridge Trust Company in 2008

 

Cambridge Trust Company of New Hampshire - Trust and Estate Administration

William B. Morrison - Senior Vice President & Trust Officer
Phone: 603-226-1212
  • B.A., Trinity College, 1965
  • American Bankers Association, National Graduate Trust School, 1973
  • Certified Trust & Financial Advisor (CTFA),1992
  • Joined Cambridge Trust Company in 1996
Barbara J. Bilodeau - Assistant Trust Officer
Phone: 603-226-1212
  • Trust Program, New England School of Banking, 1999
  • Joined Cambridge Trust Company in 1996
Dorothy H. Bronson - Assistant Trust Officer
Phone: 603-778-0292
  • B.A., University of New Hampshire, 1996
  • Trust Program, New England School of Banking, 2002
  • Trust Program, Cannon Financial Institute, 2006
  • Certified Trust & Financial Advisor (CTFA), 2006
  • Joined Cambridge Trust Company in 2000
Patricia S. Qualter - Senior Vice President & Trust Officer
Phone: 603-778-0292
  • A.S., North Shore Community College, 1973
  • Trust Program, New England School of Banking, 1984
  • Certified Trust & Financial Advisor (CTFA), 1992
  • Joined Cambridge Trust Company in 1996

 

Cambridge Trust Company of New Hampshire - Investment Management

Shirley M. Benson - Senior Vice President & Investment Officer
Phone: 603-226-1212
  • B.A., Colorado College, 1967
  • Joined Cambridge Trust Company in 2002
Brian J. Krol, CFA - Vice President & Investment Officer
Phone: 603-226-1212
  • B.A., University of Massachusetts, 1984
  • M.B.A., University of Massachusetts, 1988
  • Holder of the Chartered Financial Analyst (CFA) designation since 1993
  • Joined Cambridge Trust Company in 2001

 

Cambridge Trust Company of New Hampshire - Business Development

David G. Strachan, Jr. - Vice President, Financial Planning
Phone: 603-778-0292
  • B.A., St. Lawrence University, 1989
  • American Bankers Association, National Graduate Trust School, 1995
  • Certified Trust & Financial Advisor (CTFA), 1995
  • Joined Cambridge Trust Company in 1996

 

Wealth Management Services

John Haley - Vice President & Director of Wealth Management Services
Phone: 617-441-1512
  • B.S., Providence College, 1992
  • M.B.A, Suffolk University, 2002
  • Joined Cambridge Trust Company in 2005
Patricia E. Hartnett - Assistant Vice President and Operations Officer
Phone: 617-441-1591
  • B.A., University of Maine, 1981
  • Joined Cambridge Trust Company in 2002
Richard A. Moquin - Assistant Vice President & Tax Officer
Phone: 617-441-1548
  • A.S., Northeastern University, 1992
  • Joined Cambridge Trust Company in 2006

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Contact Us:

Call 617-441-1599
(Robert MacAllister in Massachusetts)

Call 603-778-0292
(David G. Strachan, Jr. in New Hampshire)

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