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. 

- Mark D. Thompson, President

 

 

Marc Gearin

Senior Vice President, Private Banking

  • M.B.A., Suffolk University
  • B.A., Connecticut College
  • Joined Cambridge Trust Company in 2018
  • Prior work experience at BNY Mellon Wealth Management, Wells Fargo Private Bank and Boston Private Bank & Trust Company
  • Member, Boston College and Longwood Cricket Clubs
 

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
 

Peter Cowan

Vice President, Private Banking

  • B.A., Economics, Pennsylvania State University, 2002
  • M.B.A., Babson College, 2017
  • Joined Cambridge Trust Company in 2018
  • Prior work experience at Merrill Lynch, Citi Private Bank, Harbor Investment Group and Vanguard Group
  • Member, Essex County Estate Planning Council
  • Member, Leadership Council for Nonprofit Organization Year Up
   

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
 

Scott M. McGill, CFP®

Assistant 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
 

Kaitlyn R. Gallagher

Private Banking

  • B.A., Skidmore College, 2011
  • Joined Cambridge Trust Company in 2012
  • Prior work experience at Skidmore College and the Mesoamerica journal
  • Member, Trusts and Estates Consortium
  • Member, The Philanthropy Connection
  • Member, New Hampshire Estate Planning Council
  • Volunteer, Puppy Raiser, Guiding Eyes for the Blind