Cambridge Trust Company Welcomes Marty Courage and Heather Colleary to Wealth Management Team
New Appointments Bring 50 Years’ Combined Experience in Financial Services
CAMBRIDGE, MA – June 14, 2021 – Cambridge Trust Company, subsidiary of Cambridge Bancorp (NASDAQ: CATC), is pleased to welcome Marty Courage and Heather Colleary to its Wealth Management team. The two bring deep experience from within the financial services industry to serve Cambridge Trust’s valued client base in New England.
Marty Courage joins as Cambridge Trust’s first Director of Wealth Management Business Development. He will be responsible for leading the bank’s team of dynamic private bankers as they serve clients’ wealth management needs and expand Cambridge Trust’s reach in Massachusetts. Courage served most recently as Head of the Boston/New England Private Bank at Wells Fargo and brings over 30 years of experience at institutions such as Barclays Wealth, J.P. Morgan, Bank of America and Fidelity Investments.
Heather Colleary is Cambridge Trust’s new Director of Relationship Management, overseeing a team of relationship managers responsible for providing excellent service to its’ clients. Colleary has worked in financial services for two decades, including senior roles at Clarfeld Citizens Private Wealth Management and Bank of America/Merrill Lynch.
Colleary will work alongside David Strachan, who will assume the title of Director of Fiduciary Services, as part of a strategic expansion of Cambridge Trust’s relationship management leadership team. This new structure has been introduced as part of Cambridge Trust’s commitment to providing best-in-class support for the bank’s clients, as they seek to build, grow and protect their wealth.
“We pride ourselves on delivering outstanding wealth management services to our clients,” said Denis Sheahan, president and CEO, Cambridge Trust. “We’re pleased to welcome Marty Courage and Heather Colleary to the team and are excited to leverage their expertise as we continue to meet our clients’ wealth management goals. Under Jennifer Pline’s strong leadership, our Wealth Management team is well-positioned to support our clients’ complex financial needs.”
“The culture of Cambridge Trust is focused on delivering high-quality service to its clients, and I’m excited to be a part of that,” said Marty Courage. “The bank has a proven ability to deliver best-in-class full private banking services with a dedicated local team. I’m looking forward to contributing to Cambridge Trust’s meaningful growth as we expand our market share in the region.”
“As family wealth grows, so do the complexities around managing, preserving and passing on wealth to future generations,” said Heather Colleary. “I’m proud to join a team with the experience and reputation of Cambridge Trust, and I’m excited to work with my new peers as we work to support our clients’ financial futures.”
For more information visit: CambridgeTrust/WealthManagement
About Cambridge Trust
Cambridge Trust Company is a 130-year-old Massachusetts chartered commercial bank with $4.25 billion in banking assets as of 3/31/21 and a total of 21 banking offices in Massachusetts and New Hampshire. Cambridge Trust Company is one of New England’s leaders in private banking and wealth management with $4.27 billion in client assets under management and administration as of 3/31/21. The Wealth Management group has been recognized as one of the top 20 investment firms in Massachusetts, and maintains offices in Boston, Massachusetts; Concord, Manchester, and Portsmouth, New Hampshire.
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