Dave Erlich, CFP®, CRC® is a Vice President, Wealth Manager III. He is responsible for introducing clients to the expertise and capabilities of Cambridge Trust by partnering with his investment management, trust, estate planning, banking, and lending colleagues to deliver coordinated advice. Dave works with High-Net-Worth individuals, families, non-profit organizations, municipalities, and institutional clients.
Dave has greater than 22 years of experience working in the financial services industry and joined Cambridge Trust Wealth Management in April 2022. Prior to that, he spent 12 years working at Citizens Bank, including 7 years in The Clarfeld Group at Citizens Private Bank. He started his career spending 6 years at FleetBoston Financial, now part of Bank of America.
Dave has been a CFP® (CERTIFIED FINANCIAL PLANNER™) professional since 2022 and a CRC® (Certified Retirement Counselor®) designation holder since 2013. He is a member of the Financial Planning Association® (FPA®) and earned his B.A. in History at Colby College in Maine.