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Our Professionals

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Image Sabrina Amiri
Wealth Management

Sabrina Amiri

Wealth Management Compliance Analyst

Image Brandon G. Auger, CFA
Wealth Management

Brandon G. Auger, CFA

Senior Vice President, Client Portfolio Manager

Image Matthew D. Avenia, CTFA
Wealth Management

Matthew D. Avenia, CTFA

Vice President, Wealth Advisor

Image Chris Avery
Wealth Management

Chris Avery

Vice President, Relationship Manager

Image Elisabeth Avila
Private Banking

Elisabeth Avila

Senior Vice President, Private Banking

NMLS# 782221

Image Nivedita Basnyat
Private Banking

Nivedita Basnyat

Private Banking Service Specialist

Image Sean Becker
Wealth Management

Sean Becker

Vice President, Wealth Advisor

Image Caroline R. Benjamin, CFA
Wealth Management

Caroline R. Benjamin, CFA

Senior Vice President, Senior Client Portfolio Manager

Image Brian A. Bickford, CFA, CFP®
Wealth Management

Brian A. Bickford, CFA, CFP®

Senior Vice President, Director of Client Portfolio Management

Image Kelly Broderick, JD
Wealth Management

Kelly Broderick, JD

Senior Vice President, Chief Fiduciary Officer

Image Lawrence  G. Brown
Wealth Management

Lawrence G. Brown

Vice President, Relationship Manager

Image Carrie A. Bythrow
Wealth Management

Carrie A. Bythrow

Senior Reporting Analyst

Image Susan E. Cannon, CTFA
Wealth Management

Susan E. Cannon, CTFA

Vice President, Trust Officer

Image Cody Carbone
Wealth Management

Cody Carbone

Assistant Vice President, Wealth Advisor

Image Kerri  Carlino
Private Banking

Kerri Carlino

Private Banking Service Specialist

Image Maria (Nanda) Carvalhal
Wealth Management

Maria (Nanda) Carvalhal

Vice President, Relationship Manager

Image Margaret Cashman, CFP®
Wealth Management

Margaret Cashman, CFP®

Vice President, Relationship Manager

Image Celia M. Cazayoux, CFA
Wealth Management

Celia M. Cazayoux, CFA

Vice President, Director of Manager Selection & Client Portfolio Manager

Image Julie Coady
Wealth Management

Julie Coady

Senior Investment Associate

Image Sara Cohn Sarkis
Private Banking

Sara Cohn Sarkis

Senior Vice President, Deposit and Treasury Management

Image Heather W. Colleary
Wealth Management

Heather W. Colleary

Senior Vice President, Director of Wealth Advisory

Image Carolyn  E.. Crowley
Private Banking

Carolyn E.. Crowley

Senior Vice President, Team Lead, Private Banking

NMLS# 800328

Image Christopher  Cullinan
Wealth Management

Christopher Cullinan

Assistant Vice President, Trader and Portfolio Analyst

Image David J. D'Amico, CFA, CFP®
Wealth Management

David J. D'Amico, CFA, CFP®

Senior Vice President, Senior Portfolio Manager

Image Doreen DiBari, CFP®, CTFA
Wealth Management

Doreen DiBari, CFP®, CTFA

Senior Vice President, Senior Wealth Advisor

Image Joseph DiLorenzo
Private Banking

Joseph DiLorenzo

Vice President, Deposit & Treasury Management

Image John F. Doherty, CFP®, CTFA
Wealth Management

John F. Doherty, CFP®, CTFA

Vice President, Relationship Manager

Image Lindsey K. Donovan
Wealth Management

Lindsey K. Donovan

Vice President, Strategy Portfolio Manager & Senior Investment Analyst

Image Christine A. Drew, CTFA
Wealth Management

Christine A. Drew, CTFA

Vice President, Trust Officer

Image Lucille T. Duval
Wealth Management

Lucille T. Duval

Vice President, Trust Officer

Image Rachael A. Ela
Private Banking

Rachael A. Ela

Senior Vice President, Private Banking Team Lead

Image Moya A. Elliot, CFP®, CTFA, CEPA, CRPC
Wealth Management

Moya A. Elliot, CFP®, CTFA, CEPA, CRPC

Senior Vice President, Senior Wealth Advisor

Image Dave Erlich, CFP®, CRC®
Wealth Management

Dave Erlich, CFP®, CRC®

Vice President, Relationship Manager

Image Lori B. Evans, CFP®
Wealth Management

Lori B. Evans, CFP®

Senior Vice President, Relationship Manager

Image William J. Fleming, CFP®, CTFA
Wealth Management

William J. Fleming, CFP®, CTFA

Vice President, Manager of Financial Planning

Image Aimee B. Forsythe, CFA
Wealth Management

Aimee B. Forsythe, CFA

Senior Vice President, Senior Portfolio Manager

Image Michael Fung, CFA
Wealth Management

Michael Fung, CFA

Vice President, Portfolio Manager

Image Kristina L. Guilmette
Wealth Management

Kristina L. Guilmette

Assistant Vice President, Trust Officer

Image Mike Gula
Wealth Management

Mike Gula

Vice President, Relationship Manager

Image Ann-Marie Hanley, CFA
Wealth Management

Ann-Marie Hanley, CFA

Senior Vice President, Senior Portfolio Manager

Image Ryan M. Hanna
Wealth Management

Ryan M. Hanna

Chief Investment Officer

Image Katharine H. Hart, J.D.
Wealth Management

Katharine H. Hart, J.D.

Senior Vice President, Wealth Advisor

Image Victoria C. Hartford
Wealth Management

Victoria C. Hartford

Assistant Vice President, Trust & Estate Manager

Image Daniel Hover, CFP®, CFTA, MSFP, CRPC®, ChFC®
Wealth Management

Daniel Hover, CFP®, CFTA, MSFP, CRPC®, ChFC®

Senior Vice President, Senior Relationship Manager

Image Eric C. Jussaume
Wealth Management

Eric C. Jussaume

Senior Vice President, Director of Fixed Income

Image Elda Kalivioti
Private Banking

Elda Kalivioti

Vice President, Private Banking Relationship Manager

Image Patrick Kavey
Wealth Management

Patrick Kavey

Vice President, Wealth Advisor

Image Matthew M. Khan
Wealth Management

Matthew M. Khan

Investment Associate III

Image Megan Kingsbury
Wealth Management

Megan Kingsbury

Assistant Vice President, Wealth Management Business Development & Analytics Manager

Image Michael LaCorte
Wealth Management

Michael LaCorte

Associate Director, Investment Analytics and Reporting

Image Allen Laine, CFA
Wealth Management

Allen Laine, CFA

Senior Vice President, Strategy Portfolio Manager

Image William R. Logan, CWS
Wealth Management

William R. Logan, CWS

Senior Vice President, Wealth Advisor

Image Christopher Loriot
Wealth Management

Christopher Loriot

Vice President, Trust Officer

Image Christopher Lucas
Wealth Management

Christopher Lucas

Senior Vice President, Senior Portfolio Manager

Image Wayland Luter
Private Banking

Wayland Luter

Assistant Vice President, Private Banking Service Team Manager

Image Mary Beth Mahoney
Wealth Management

Mary Beth Mahoney

Senior Vice President, Senior Wealth Advisor

Image Francesco  Maniaci , CFA
Wealth Management

Francesco Maniaci , CFA

Senior Vice President, Senior Portfolio Manager

Image Robert Maquat
Wealth Management

Robert Maquat

Senior Vice President, Senior Relationship Manager

Image Susan Martore-Baker
Wealth Management

Susan Martore-Baker

President, Cambridge Trust Company of New Hampshire

Image Elizabeth 'Scotty' McConnaughey
Wealth Management

Elizabeth 'Scotty' McConnaughey

Senior Vice President, Strategy Co-Portfolio Manager

Image Scott M. McGill, CFP®
Wealth Management

Scott M. McGill, CFP®

Vice President, Relationship Manager

Image Laura C. McGregor
Wealth Management

Laura C. McGregor

Senior Vice President, Senior Wealth Advisor

Image Phil McManus
Wealth Management

Phil McManus

Vice President, Relationship Manager

Image Gregory J. Moodie, CFP®
Wealth Management

Gregory J. Moodie, CFP®

Vice President, Relationship Manager

Image Kerri A. Mooney
Private Banking

Kerri A. Mooney

Executive Vice President, Private Banking

Image Debbie Moore
Private Banking

Debbie Moore

Vice President, Private Banking Relationship Manager

Image Darcy Morris
Wealth Management

Darcy Morris

Assistant Vice President, Relationship Manager

Image Charles P. Nelson Jr., CFP®, CTFA
Wealth Management

Charles P. Nelson Jr., CFP®, CTFA

Vice President, Relationship Manager

Image Judith K. Noel
Wealth Management

Judith K. Noel

Senior Vice President, Senior Trust Officer

Image William T. Oberlies, CFA
Wealth Management

William T. Oberlies, CFA

Senior Vice President, Senior Wealth Advisor

Image Siobhan O'Hara
Wealth Management

Siobhan O'Hara

Vice President, Wealth Management Compliance Manager

Image Erik A. Palmason, CFP®
Wealth Management

Erik A. Palmason, CFP®

Vice President, Relationship Manager

Image Roshni Patel
Wealth Management

Roshni Patel

Vice President, Financial Planner

Image Ananya Pierce, CFA
Wealth Management

Ananya Pierce, CFA

Assistant Vice President, Investment Associate

Image Stacie Plourde, CFA
Wealth Management

Stacie Plourde, CFA

Vice President, Wealth Portfolio Manager

Image Tyler Radack
Wealth Management

Tyler Radack

Investment Associate

Image Danielle Remis Hackel
Executive Team

Danielle Remis Hackel

Executive Vice President, Chief Marketing Officer

Image Jason Rich
Private Banking

Jason Rich

Vice President, Senior Relationship Manager - Deposit and Treasury Management

Image John E. Riggs, IV
Wealth Management

John E. Riggs, IV

Vice President, Relationship Manager

Image Michael Rispoli
Wealth Management

Michael Rispoli

Senior Vice President, Senior Wealth Advisor

Image Phillips (Flip) Ruben, CFP®
Wealth Management

Phillips (Flip) Ruben, CFP®

Senior Vice President, Senior Wealth Advisor & Senior Financial Planner

Image Telma C. Salvador
Private Banking

Telma C. Salvador

Vice President, Private Banking Relationship Manager

Image David  R. Sawyer, CFP®
Wealth Management

David R. Sawyer, CFP®

Senior Vice President, Senior Relationship Manager

Image Denis K. Sheahan
Executive Team

Denis K. Sheahan

Chief Executive Officer, Eastern Bankshares, Inc. and Eastern Bank

Image Stacy Sheehan
Private Banking

Stacy Sheehan

Vice President, Private Banking Relationship Manager

Image George L. Sidgwick
Wealth Management

George L. Sidgwick

Senior Vice President, Strategy Portfolio Manager

Image Laurie R. Siergiewicz
Wealth Management

Laurie R. Siergiewicz

Vice President, Relationship Manager

Image Scott Smith, J.D.
Wealth Management

Scott Smith, J.D.

Senior Vice President, Senior Equity Research Analyst

Image Jeffrey Smith, CFP®
Wealth Management

Jeffrey Smith, CFP®

Executive Vice President, Head of Wealth Management

Image Bridget Spencer
Wealth Management

Bridget Spencer

Senior Vice President, Senior Wealth Advisor

Image Lisa Tourangeau, CTFA
Wealth Management

Lisa Tourangeau, CTFA

Vice President, Trust Officer

Image John S. Traynor
Wealth Management

John S. Traynor

President, Cambridge Trust Wealth Management Connecticut

Image Maureen M. Trefry, CFP®
Wealth Management

Maureen M. Trefry, CFP®

Senior Vice President, Senior Relationship Manager

Image Scott Tuxbury
Wealth Management

Scott Tuxbury

Vice President, Retirement Plan Advisory Manager

Image Ryan van Luling, CFP®, MST, CRPC®
Wealth Management

Ryan van Luling, CFP®, MST, CRPC®

Senior Vice President, Senior Relationship Manager

Image Christopher M. Yemma
Wealth Management

Christopher M. Yemma

Vice President, Wealth Compliance Manager

Image Stig Zarle
Wealth Management

Stig Zarle

Senior Vice President, Strategy Co-Portfolio Manager

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Eastern Bankshares, Inc. © 2025 Cambridge Trust. All Rights Reserved.
Investment advisory services and investment products available through Cambridge Trust Wealth Management, a division of Eastern Bank, are not insured by the FDIC or any federal government agency, not deposits of or guaranteed by any bank, and may lose value.

Deposit products and related services are offered by Eastern Bank, Member FDIC.  Residential lending is provided by Eastern Bank, an Equal Housing Lender house-logo.png.  NMLS ID is 451827.| 1-800-EASTERN (327-8376)

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