William T. Oberlies, CFA

Senior Vice President, Senior Relationship Manager

75 State Street, 18th Floor
Boston, MA  02109

Bill is a Relationship Manager for a select group of high net worth individuals and their families. He works closely with clients and their advisors to develop, implement and monitor financial plans to achieve client goals. Bill assists clients with a variety of accounts including personal accounts, IRAs, irrevocable and revocable trusts.  

  • B.S., Villanova University, 1993
  • CFA (Chartered Financial Analyst®) charter holder since 2006
  • Joined Cambridge Trust in 2018
  • Prior work experience at Boston Private Bank & Trust Company, Prevision Marketing, LLC, and State Street Bank & Trust Company
  • Member Boston Banking and Financial Services Professionals
  • Member, CFA Institute
  • Member, CFA Society Boston, Inc.