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

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
 

Susan E. Cannon, CTFA

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

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
 

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
 

Judith V. Goodnow

Senior Vice President, Senior Relationship Manager

  • B.A., Indiana University, Bloomington, 1970
  • J.D., Memphis State University School of Law, 1977
  • Bar Admissions: Tennessee and New Hampshire
  • Joined Cambridge Trust Company in 2012
  • Prior work experience at Amoskeag Bank, New London Trust, and Citizens Private Bank & Trust
  • Member, New Hampshire Bar Association
  • Member and Past President, New Hampshire Estate Planning Council
  • President, Rotary Club of Bow, New Hampshire
  • Secretary, Pope Memorial SPCA Board of Directors
  • Former Chair, League of New Hampshire Craftsmen, Investment Committee
 

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
 

Laura C. McGregor

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
 

Cupp Nguyen, CFP®, AEP®, CTFA

Vice President, Senior Relationship Manager & Financial Planner

  • B.S.B.A, Northeastern University, 2006
  • College for Financial Planning, 2002
  • ABA National Graduate Trust School at Northwestern University, 1999
  • CTFA (Certified Trust & Financial Advisor), 1999
  • CFP® (Certified Financial Planner™), 2002
  • AEP® (Accredited Estate Planner TM), 2018
  • Joined Cambridge Trust Company 2018
  • Prior work experience at Morgan Stanley; Northern Trust; Loring, Wolcott & Coolidge; Bank of America; Choate Hall & Stewart, and BankBoston
  • Member, Boston Estate Planning Council
  • Member, Certified Financial Planner Board
  • Member, Institute of Certified Bankers
  • Member, National Association of Estate Planners & Councils
  • South Shore Hospital Foundation – Moonlight & Miracles Gala Committee, 2017-2018
 
Janelle Sartorio

Janelle Sartorio

Relationship Manager

  • B.S., Bryant University, 2008
  • Cannon Trust School, 2015 (with Honors)
  • CTFA (Certified Trust & Financial Advisor), 2015
  • Joined Cambridge Trust Company in 2011
  • Prior work experience at TD Bank and Savings Bank of Walpole
  • Member, NH Estate Planning Council
  • Past Coach, NH Girls on the Run, Concord, NH
 
John Riggs

John E. Riggs, IV

CT Select Portfolio Administrator

  • 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