Our Wealth Management Team

Informed. Experienced. Dedicated.

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

 

Leadership

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

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.

You are leaving Cambridge Trust's Website and linking to a third party site. Please be advised that you will then link to a Website hosted by another party, where you will no longer be subject to, or under the protection of, the privacy and security policies of Cambridge Trust. We recommend that you review and evaluate the privacy and security policies of the site that you are entering. Cambridge Trust assumes no liability for the content, information, security, policies or transactions provided by these other sites.

Experience our exceptional personal attention for yourself

Get in Touch

844-251-0099

Come Visit Us