Relationship Management Team

 

David G. Strachan, Jr., CTFA

Senior Vice President, Director of Relationship Management

  • B.A., St. Lawrence University, 1989
  • ABA National Graduate Trust School at Northwestern University, 1995
  • ABA Private Wealth Management School, 2005
  • Boston University Certified Financial Planning Program, 2011
  • CTFA (Certified Trust & Financial Advisor), 1995
  • Joined Cambridge Trust Company in 1996
  • Prior work experience at Bankers Trust Company, Choate Hall & Stewart, and Bank of Boston
  • Board Member, Boston Estate Planning Council
  • Treasurer/Secretary, Essex County Estate Planning Council
  • Chairman, Topsfield Commissioners of Trust Funds, Topsfield, Massachusetts
  • President, Wellmet Project, Inc., Cambridge, Massachusetts
  • Corporator, The Cambridge Homes, Cambridge, Massachusetts
  • Chairman, Massachusetts Bankers Association, Trust Executive Committee
  • Former Director, Cambridge Center for Adult Education, Cambridge, Massachusetts
 

Julie A. Alix

Senior Vice President, Senior Relationship Manager

  • B.A., Merrimack College, 1982
  • ABA National Trust School at Northwestern University, 1991
  • Honors Graduate ABA National Graduate Trust School at Northwestern University, 1993
  • Joined Cambridge Trust Company in 1996
  • Prior work experience at Boston Safe Deposit and Trust Company, Shawmut Bank, and Choate Hall & Stewart
  • Treasurer, Lincoln-Sudbury High School Friends of Music
  • Treasurer, Lili Boulanger Memorial Fund, Inc.
  • Member, Boston Estate Planning Council
  • Past member of Board of Directors, West Dennis Yacht Club
 

Mary Beth Mahoney

Senior Vice President, Senior Relationship Manager

  • B.A., Dartmouth College, 1986
  • M.B.A, Babson College, 1996
  • Joined Cambridge Trust Company in 2020
  • Prior work experience at Wellesley Investment Partners, First Republic, Boston Private, BankBoston/BayBank
 

Laura C. McGregor

Senior Vice President, Senior Relationship Manager

  • B.A., Wheaton College, 1980
  • Institute for Paralegal Training, 1980
  • ABA National Graduate Trust School at Northwestern University, 1990
  • Joined Cambridge Trust Company in 2002
  • Prior work experience at Mintz, Levin, Cohn, Ferris, Glovsky & Popeo, P. C. and Shawmut Bank/ Fleet National Bank
  • Trustee, Linwood Cemetery, Haverhill, MA
  • Member, Boston Estate Planning Council
 

Judith K. Noel

Senior Vice President, Senior Relationship Manager

  • B.S., Rivier College Paralegal Studies, 2006
  • New England School of Banking at Williams College, Trust Program
  • Joined Cambridge Trust Company 2014 with 37 years of Trust experience
  • Prior work experience at Nashua Trust and Citizens Private Bank & Trust
  • NH Business Magazine’s NH Private Wealth Manager of the Year, 2010
  • Former Advisory Council member Girl’s Inc. of Nashua
  • Member, NH Estate Planning Council
  • Gate City Lions Club Charter Member
  • Completed 33 hour hospice volunteer education training for Home, Health & Hospice Care, 2015
  • Hospice House volunteer – Home Health & Hospice, Merrimack NH
   

Matthew S. Lieber

Vice President, Senior Relationship Manager

  • B.A., Brown University, 1976
  • ABA National Trust School at Northwestern University, 1990
  • Joined Cambridge Trust Company in 1996
  • Prior work experience at Chestnut Hill School, Bank of New England, and Shawmut Bank/Fleet National Bank
  • Former member, Weston Public Library Long Range Planning Committee
  • Former Trustee, Chestnut Hill School, Chestnut Hill, Massachusetts
   

Steven Reynolds

Vice President, Senior Relationship Manager 

  • Berklee College of Music, 1978
  • Champlain College, 1983
  • A.B.A National Graduate Trust School at Northwestern University, 1988
  • New England School of Banking at Williams College, 1986
  • Joined Cambridge Trust in 2019
  • Prior work experience at Charter Trust Company (formally New London Trust), TD Bank, Nashua Capital, Bank of N.H., People’s United Advisors
  • Former Chair, Monadnock Community Hospital Board of Trustees
  • Former Trustee, Monadonck Music
  • Former Member, Capital Region Health Care Investment Advisory Committee 
 

Erin J. Cooper, CAP®

Vice President, Relationship Manager

  • B.A. & B.S., University of Massachusetts, 2002
  • M.B.A., Suffolk University, 2007
  • CAP® (Chartered Advisor in Philanthropy), 2018
  • Joined Cambridge Trust Company in 2011
  • Prior work experience at TD Bank, UMass Five Credit Union, and Bank of Easthampton
  • President, Essex County Estate Planning Council, MA
  • Member and Past Director, Boston Women’s Influence Network
  • Member, Boston Estate Planning Council
  • Member, The Philanthropy Connection
  • Member, The Boston Club
  • Founder, Kid Kindness
 

Phillips (Flip) Ruben, CFP®

Vice President, Relationship Manager & Financial Planner

  • B.A., Princeton University, 1984
  • Certified Financial Planner™ (CFP®) since 2002
  • Joined Cambridge Trust in 2020
  • Prior work experience at New England Financial Planning Group, Vision Financial Planning, Wellesley Investment Partners
  • Member and Former Board Member Financial Planning Association of MA
 
Marie DelRossi, J.D., LL.M

Marie DelRossi, J.D., LL.M

Vice President, Trust & Estate Counsel

  • B.A., UMASS Amherst, 1990
  • Suffolk University Jurisprudence Award recipient for Criminal Law, Contracts and Civil Procedure, 1996
  • J.D., Boston College Law School, 2000
  • LL.M. in Taxation, Boston University Law School, 2002
  • Joined Cambridge Trust Company in 2018
  • Prior work experience at U.S. Trust, Boston Private Bank and TD Private Client Group
  • Practiced law in major firms from 2000 to 2006
  • Member, Boston Estate Planning Council
  • Member, Massachusetts Bar
 

Susan E. Cannon, CTFA

Assistant Vice President, Relationship Manager

  • B.A. Southern New Hampshire University, 1991
  • Cannon Trust School, 2016
  • CTFA (Certified Trust and Financial Advisor), 2016
  • CIA (Certified Internal Auditor), 1996
  • Joined Cambridge Trust Company in 2013
  • Prior work experience at Citizens Bank and Bank of America
  • Member, Seacoast Women’s Network
  • Treasurer, Exeter High School Girls Soccer Boosters
 
Jeff Cole

Jeffrey P. Cole, CTFA

Assistant Vice President, Trust and Estate Manager

  • B.A., Stonehill College, 1999
  • Cannon Trust School, 2014
  • CTFA (Certified Trust and Financial Advisor), 2014
  • Joined Cambridge Trust Company in 2011
  • Prior work experience at Harvard Management Company and Boston Financial Data Services
   
Devin Brown

Devin T. Brown, JD

Associate Relationship Manager

  • B.A., Gordon College 2013
  • J.D., Massachusetts School of Law at Andover 2018
  • Student Representative, Massachusetts School of Law at Andover Board of Trustees 2016-2018
  • Joined Cambridge Trust in 2020
  • Prior work experience at Bank of America, O’Donnell Law Firm, Harmon Law Offices
   
John Riggs

John E. Riggs, IV

Associate Relationship Manager

  • B.S., Babson College 1999
  • Financial Planning Program, Boston University 2012
  • Joined Cambridge Trust Company in 2018
  • Prior work experience at State Street Global Advisors, Wells Fargo Private Bank, Wellington Management, HarbourVest Partners, Capital Formation Group and U.S. Trust Bank of America
   
John Riggs

Elisabeth R. Sexton, JD

Portfolio Administrator

  • B.A., College of the Holy Cross, 2009
  • J.D, New England Law, 2013
  • Joined Cambridge Trust Company in 2020
  • Prior work experience at Wellesley Investment Partners