Bill Oberlies is a Senior Vice President at Cambridge Trust Wealth Management and has worked in the financial services and wealth management field for nearly 30 years. He has extensive experience and knowledge in Wealth Management & Trust and is a Senior Wealth Advisor for high-net-worth individuals and their families, as well as for-profit and non-profit organizations. He works closely with clients and their advisors to develop, implement and monitor financial and estate plans to achieve client goals. Bill manages a variety of client accounts including personal investment management accounts, IRAs, irrevocable trusts, revocable trusts, for-profit corporations and non-profits.
Bill joined Cambridge Trust in 2018. Prior to joining Cambridge Trust, Bill worked at Boston Private Bank & Trust Company, Prevision Marketing, LLC, and State Street Bank & Trust Company. Bill has been a Chartered Financial Analyst® charter holder since 2006 and holds a Bachelor of Science in Finance from Villanova University. Bill is a member of the Boston Banking and Financial Services Professionals, a member of the CFA Institute and the CFA Society Boston, Inc.