William is Vice President and Manager of Financial Planning. In this role, he utilizes his background as a CERTIFIED FINANCIAL PLANNER™ (CFP®) to bring security and prosperity to families and businesses through a thoughtful understanding of their needs and aspirations. He began his career working at AXA Advisors and Fidelity Investments in New York, before joining People’s United Advisors in New Hampshire. He joined Cambridge Trust in 2021.
William earned his B.A. from Binghamton University in 2007, has been a CFP® since 2015, and a Certified Trust & Fiduciary Advisor (CTFA) since 2023. He is also a member of the New Hampshire Estate Planning Council.