William Walsh is the President, Cambridge Trust Wealth Management Massachusetts where he is responsible for overseeing a group of experienced professionals committed to providing trust and estate management, investment management, and financial planning to individuals and organizations throughout Massachusetts. He joined Eastern Bank as the Division Head for Wealth Management and served in that role for the over 12 years, A seasoned leader and wealth management professional, Mr. Walsh has more than 25 years of experience in financial services.
Professional Experience
Prior to joining Eastern Bank in 2012, Mr. Walsh served as a Director and Planning Officer at Weston Financial Group, a wealth management firm in Wellesley. Additionally, from 2001 – 2009, he served as a Senior Vice President, City Executive and Market Leader at Bank of America/US Trust in Boston, where he managed a team of 14 private client advisors and managers dedicated to serving high-net-worth clients.
Education/Service
Mr. Walsh is a Certified Financial Planner™ practitioner and serves as an adjunct professor at Boston University. He earned his Bachelor of Science degree in Business Administration from Salem State College. He also holds a diploma in Financial Planning from Boston University.