Jennifer A. Pline, Head of Wealth Management
Jennifer A. Pline, CFA

Executive Vice President
Head of Wealth Management
 

Ms. Pline is Executive Vice President and the head of Wealth Management at Cambridge Trust Company. She oversees all areas of Wealth Management, including investment management, trust and estate administration, business development, operations, and tax. She serves as the senior contact person for wealth management clients, their attorneys, and other advisors and is a member of Cambridge Trust Company’s Management Committee.

Ms. Pline has thirty years of financial services experience. She joined Cambridge Trust Company in 2017 from Harvard Management Company where she served as Managing Director, Chief Trusts & Gifts Officer. Prior to that she worked at Standish Mellon Asset Management for 18 years and was the Director of Client Service when she departed.

Ms. Pline received an MBA from the Carroll Graduate School of Management at Boston College and a BA also from Boston College. She holds the Chartered Financial Analyst® designation and is Board Chair for Beth Israel Deaconess Hospital-Needham.

 

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

William Yates

617-503-4041

In New Hampshire call
Susan Martore-Baker

603-369-5101