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John works closely with our external tax return preparers to ensure that Cambridge Trust Wealth Management’s tax preparation clients are compliant in their annual filings with the U.S. and appropriate state governments. Along with this, John oversees the process of providing tax information to our clients in a timely manner and serves as a resource when questions arise of this nature. Being an attorney with experience in the financial markets, John has broad knowledge of financial planning in addition to individual, trust, and estate tax. John joined Cambridge Trust in 2024. Prior, John worked at MassMutual Trust Company, with previous experience at The Hartford and Morgan Stanley. John started his career at Arthur Andersen.
 
John earned his B.A. in Economics from Stonehill College. He earned his J.D. from Western New England University School of Law and is a member of the Connecticut Bar.