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
John Traynor
President, Cambridge Trust Wealth Management-Connecticut
David Lynch, CFA
Senior Vice President, Chief Investment Officer                    
Martin Courage
Senior Vice President, Director of Wealth Management Business
Development
Heather Colleary
Senior Vice President, Director of Relationship Management
Marie DelRossi
Senior Vice President, Senior Fiduciary and Trust Counsel

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

average of

 

28

YEARS

 

Highly Experienced Team

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