Wealth Management Team

Our team of experienced Wealth Management professionals works with each client to understand their financial goals, and creates customized plans to meet their specific needs. Our team's holistic approach provides every client with access to all of the resources and expertise within Cambridge Trust.

We look forward to working with you. 


Leadership Team

Jennifer A. Pline, CFA

Executive Vice President, Head of Wealth Management

Susan Martore-Baker

President, Cambridge Trust Company of New Hampshire

David Lynch, CFA

Senior Vice President, Chief Investment Officer

David G. Strachan, Jr., CTFA

Senior Vice President, Head of Relationship Management

John A. Haley

Senior Vice President, Director of Wealth Management Services

Investment Management

Portfolio Managers

Damon Barglow, CFA, CFP®
Brian A. Bickford, CFA, CFP®
Aimee B. Forsythe, CFA
Ryan M. Hanna
Kathryn L. Hersey
Eric C. Jussaume
Maureen Kelliher, CFA
Brian J. Sokolowski, CFA

Associate Portfolio Manager

Nicholas Fitzgerald, CFA

Investment Research

Lindsey Donovan
Jeanwon David Park, CFA
Tanya Stavreva, CFA

Investment Associate

Kara Messenger

Wealth Management & Trust Administration

Trust Officers
Julie A. Alix
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, CFP®
Janelle Travers

Brenda Schwechheimer
Michele Talbot

Wealth Management Support Services

Director of Wealth Management Services
John A. Haley

Technical Support Coordinator
Matthew Whittaker

Megan Butler
Matthew Fermon
Nerissa Gentle
Patricia E. Hartnett
Katherine Kuzmich
Robyn T. Lettieri
Angela Squitieri

Theresa Giglio, EA, CFP®
Veselina Arangelova, EA



Securities and other investment products are:

Wealth Management Disclosure


Contact Us

In Massachusetts, please call:

Erin Cooper


Edward Fitzgerald


Marc Gearin


Scott McGill


Sara Cohn Sarkis


William Yates


In New Hampshire, please call:
Susan Martore-Baker


Kaitlyn Gallagher