2021 Year-End Review and 2022 Investment Themes

Cambridge Trust Video Series

December 20, 2021

Audio / Video

2021 Year-End Review and Three Investment Themes in 2022 we’re watching

President and CEO, Denis K. Sheahan, reflects on Cambridge Trust’s 2021 performance and our unrelenting focus on providing exceptional service and financial solutions to our clients. Jennifer Pline, CFA, EVP and Head of Wealth Management, shares three investment themes that our team will be closely watching as we enter 2022.



2021 Year-End Financial Planning Checklist

Year end is a great time for clients to review and update their financial plans.  To assist our clients, we’ve created this useful 2021 Year-End Financial Planning Checklist.

Click here to download PDF