Our Private Bankers

From deposit accounts to mortgages, wealth planning to commercial banking, your Cambridge Trust private banker gives you access to custom solutions and a team of financial experts for whatever you need.

 

 

Sara Cohn Sarkis

Senior Vice President, Private Banking

  • B.S., B.A., Nichols College, 1991
  • Joined Cambridge Trust Company in 2017
  • Prior work experience: 25 years at Boston Private Bank & Trust Company
  • Member, Boston Estate Planning Council
  • Member, The Boston Club
  • Member, 100 Women in Finance
  • Member, WAVE (Women’s Association of Venture & Equity)
  • Member, Elevate Network – Executive Council
  • Past Board Member, Big Sister of Greater Boston
 
 

Susan Black, M.Ed., CFP®, CAP®

Senior Vice President, Private Banking

  • Masters Degree in Management and Educational Counseling from Cambridge College
  • Undergraduate work at Wellesley College and Bar Ilan University
  • Harvard Business School Executive Education
  • CFP® (Certified Financial Planner™)
  • CAP® (Chartered Advisor in Philanthropy®)
  • Joined Cambridge Trust in 2020
  • Prior work experience in marketing, entrepreneurship, non-profit management
  • Experienced educator and counsellor
  • Previously Chief Planning Officer at Wellesley Investment Partners
  • Worked at Boston Private Bank & Trust, Sapers & Wallack, Credit Suisse and UBS
  • Current Vice Chair of the Tiffany Circle of the Red Cross of Massachusetts
  • Board of Advisors of SpeakEasy Stage
  • Temple Emanuel Newton endowment committee • Combined Jewish Philanthropies
  • Founding Member Women Fighting Hunger at Greater Boston Food Bank
  • Member of The Boston Club
  • Committee Member at Boston Estate Planning Council,
       
Jeff Manning

Jeff Manning

Vice President, Private Banking

  • B.S. Northeastern University 1991
  • Joined Cambridge Trust Company in 2018
  • Prior work experience at Fidelity Investments, Citibank, and Wells Fargo Private Bank
  • Member, Provisors
  • Member and volunteer at SCORE, a division of the Small Business Association
  • Member, Tedesco Country Club
   

William M. Yates

Vice President, Private Banking

  • B.A., Philosophy, Haverford College, 1969
  • J.D., Suffolk University Law School, 1974
  • Joined Cambridge Trust Company in 2009
  • Prior work experience at Boston Safe Deposit & Trust Company/The Boston Company, MicroMarketing Technologies, Inc., TD Banknorth Wealth Management and Cannon Financial Institute
  • Member, Massachusetts Bar
  • Founding Chair, The Mayor’s Cup Regatta
  • Life Governor/Six-Term President of Board, Nichols House Museum, Beacon Hill
  • Past Treasurer and Board Member, Antique Auto Museum of Massachusetts
  • Past Board Member, AccesSportAmerica
  • Advisory Board Member, Cambridge Symphony Orchestra
  
Christian Stone, CFP®

Christian Stone, CFP®, AEP®

Vice President, Private Banking

  • B.S., Business, Mount St. Mary’s University, 2002
  • M.S., Investment Management, Boston University, 2011
  • CFP® (Certified Financial Planner™)
  • AEP® (Accredited Estate Planner®)
  • Joined Cambridge Trust Company in April, 2019
  • Prior work experience: Senior Wealth Advisor at PRW Wealth Management, LLC, Advisor at Morgan Stanley, Vice President and Private Client Manger at U.S. Trust
  • Member and Board of Directors, Boston Estate Planning Council
  • Board of Directors, Hingham Education Foundation
  • Past Member, Business Associates Club
  • Member, Financial Planning Association
  • Member, Boston Golf Club, Hingham, MA
 
Steven M. Esielonis

Steven M. Esielonis

Vice President, Senior Private Banker

  • M.B.A., Boston University, 1995
  • B.A., Saint Anselm College
  • Joined Cambridge Trust in 2019
  • Prior work experience: Senior V.P. Portfolio Manager Boston Advisors, LLC, Managing Director and Market Investment Director US Trust, Principal and Co-Founder Concordia Capital Associates, Principal and Portfolio Manager State Street Global Advisors
  • Board of Trustees Hingham Maritime Center , Hingham, MA
  • Past Board Member Courageous Sailing, Boston, MA
  • Commodore Hingham Yacht Club, Hingham, MA
   
 

Scott M. McGill, CFP®

Vice President, Private Banking

  • B.S., Arizona State University, 2008
  • CFP® (Certified Financial Planner™), 2015
  • Joined Cambridge Trust Company in 2017
  • Prior work experience at Boston Private Bank & Trust Company
  • Member, Financial Planners Association of MA
  • Member, Essex County Estate Planning Council
       
 

Sean Becker

Vice President, Business Development Officer

  • B.A. Accounting, Husson University, 2006
  • Joined Cambridge Trust Company in 2020
  • Prior work experience at TD Wealth Management, Key Private Bank, Banknorth Investment Group and Quick & Reilly
  • Past Vice-Chairman, Treasurer, Camp Susan Curtis Foundation
  • Past Treasurer, Portland Harbor Museum