Bill Logan is a Wealth Advisor and Senior Vice President working with high net-worth individuals and families to develop and implement comprehensive strategic wealth planning. This includes investment management, retirement and estate planning, tax and trust review as well as insurance and risk management.
Prior to joining Cambridge Trust in 2023, Bill had senior roles at Rockland Trust, Citizens Private Wealth Management, Fidelity Investments and BNY Mellon Wealth Management. He is a graduate of Providence College, is a Certified Wealth Strategist (CWS®) and completed the CFP Program at Boston University’s School of Financial Management.
Bill is a member of the Board of Directors at the Lighthouse School, Inc. and the Providence College President’s Council. He is a past Board Member of the Scituate Economic Development Commission, the Chelmsford Board of Selectman, the Girls Scouts of Southeastern New England and the Chelmsford Economic Development Partnership. Bill lives in Scituate, MA with his wife Kate and their three daughters.