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

Jennifer A. Pline, CFA

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


Investment Management

Portfolio Managers

Brian A. Bickford, CFA, CFP®
Nicholas Fitzgerald, CFA
Aimee B. Forsythe, CFA
Ryan M. Hanna
Eric C. Jussaume
Maureen Kelliher, CFA

Assistant Portfolio Manager

Nicholas Fitzgerald, CFA

Investment Research

Lindsey Donovan
Kathryn L. Hersey
Jeanwon (David) Park
Brian J. Sokolowski, CFA
Tanya Stavreva, 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

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

Terri Giglio
Joseph Lombardo

Client Advisors

Erin Cooper, Boston
Edward Fitzgerald, Boston
Kaitlyn Gallagher, Boston
Sara Cohn Sarkis, Boston
William M. Yates, Weston

New Hampshire
Susan Martore-Baker, Concord



Securities and other investment products are:

Wealth Management Disclosure


Contact Us

In Massachusetts call

Erin Cooper


Edward Fitzgerald


Kaitlyn Gallagher


Sara Cohn Sarkis


William Yates


In New Hampshire call
Susan Martore-Baker


Meet Our Team

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

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