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. 

 

 Cambridge Trust Wealth Management Leadership Team

(Left to Right) David Lynch, Jennifer Pline, John Haley, David Strachan and Susan Martore-Baker 

 

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 Team 

Trust Administration Team

 

 

 

Securities and other investment products are:

Wealth Management Disclosure

 

Contact Us

In Massachusetts, please call:

Peter Cowan

617-441-1484

Marc Gearin

617-503-5268

Scott McGill

617-503-5246

Sara Cohn Sarkis

617-441-1570

William Yates

617-503-4041

In New Hampshire, please call:
Susan Martore-Baker

603-369-5101

Kaitlyn Gallagher

603-369-5111