Our Wealth Management Team

Informed. Experienced. Dedicated.

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



Jeffrey Smith, CFP®
Executive Vice President, Head of Wealth Management
Susan Martore-Baker
President, Cambridge Trust Company of New Hampshire
  John Traynor
President, Cambridge Trust Wealth Management-Connecticut
David Lynch, CFA
Senior Vice President, Chief Investment Officer                    
Heather Colleary
Senior Vice President, Director of Relationship Management

Get in touch

For more information about our Wealth Management services, call:

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

Wealth Management Team

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Highly Experienced Team

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