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

Lindsey Donovan
Kathryn L. Hersey
Jeanwon (David) Park
Brian J. Sokolowski, CFA
Eric G. Warasta, 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

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

Brenda Schwechheimer
Michele Talbot

Wealth Management Support Services

Director of Wealth Management Services
John A. Haley

Technical Support Coordinator
Matthew Whittaker

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

Richard A. Moquin, EA
Joseph Lombardo

Client Advisors

Erin Cooper, Boston
Edward Fitzgerald, Boston
William M. Yates, Weston

New Hampshire
Susan Martore-Baker, Concord

Wealth Management Marketing Coordinator
Kaitlyn Gilpin


Securities and other investment products are:

Wealth Management Disclosure


Contact Us

In Massachusetts call

Erin Cooper


Edward Fitzgerald


William Yates


In New Hampshire call
Susan Martore-Baker


Meet Our Team

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

In Your Inbox

I would like to receive emails from Cambridge Trust


Enter your email to receive news and updates from Cambridge Trust.

Sign me up Arrow