Maureen Trefry has over 25 years of experience, providing financial guidance to families and institutions. As a Senior Vice President/Relationship Manager with Cambridge Trust, Maureen is responsible for developing and maintaining client relationships with a combination of fiduciary, charitable, retirement and personal portfolios. She has a specialized expertise in retirement planning.
Ms. Trefry joined Eastern Bank Wealth Management in 1992 when Eastern Bank acquired Malden Trust Company.
Ms. Trefry is a Certified Financial Planner™ practitioner and holds a Bachelor of Science in Business Administration from Minnesota State University at Mankato. She is a graduate of the National Graduate Trust School at Northwestern University and the Cannon Trust School. She received a certification in financial planning from Boston University’s Center for Professional Education.
Currently, Ms. Trefry is a member of the Essex County Estate Planning Council, the Beverly Rotary Club, where she is Past President. She is a past member of the Trustees of the Endowment of the North Shore YMCA and the Planned Giving Committee for Care Dimensions.