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

Associate Portfolio Manager

Nicholas Fitzgerald, CFA
 

Investment Research

Lindsey Donovan
Jeanwon David Park, CFA
Tanya Stavreva, CFA

 

Wealth Management & Trust Administration

Trust Officers
Julie A. Alix
Judith V. Goodnow, JD
Matthew S. Lieber
Laura C. McGregor
Judith K. Noel
Robert C. Pasciuto, JD

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

Staff
Brenda Schwechheimer
Michele Talbot

Wealth Management Support Services

Director of Wealth Management Services
John A. Haley

Technical Support Coordinator
Matthew Whittaker

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

Tax
Theresa Giglio, EA, CFP®
Veselina Arangelova, EA
              

 

 

Securities and other investment products are:

Wealth Management Disclosure

 

Contact Us

In Massachusetts, please call:

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