Our Wealth Management Team

Informed. Experienced. Dedicated.

They work for Cambridge Trust, but always put your best interests first.

 

Leadership


Jennifer A. Pline, CFA
Executive Vice President, Head of Wealth Management

Susan Martore-Baker
President, Cambridge Trust Company of New Hampshire

Marty Courage
Senior Vice President, Director of Wealth Management Business Development

David S. Lynch, CFA
Senior Vice President, Chief Investment Officer

William T. Oberlies, CFA
Senior Vice President, Director of Wealth Management Business Management

David G. Strachan, Jr., CTFA
Senior Vice President, Director of Fiduciary Services

Heather Colleary
First Vice President, Director of Relationship Management

Investment Management Team

Relationship Management Team

Wealth Support Services Team

Get in touch

For more information about our Wealth Management services, call:

844-251-0099 Email Us Find My Wealth Management Office

average of

 

28

YEARS

 

Highly Experienced Team

Our seasoned investment team includes ten Chartered Financial Analysts, four Certified Financial Planners™ and other top talent with many advanced degrees.