Wealth Services Team

   

William T. Oberlies, CFA

Senior Vice President, Director of Wealth Management Business Management
  • B.S., Villanova University, 1993
  • CFA (Chartered Financial Analyst®) charter holder since 2006
  • Joined Cambridge Trust in 2018
  • Prior work experience at Boston Private Bank & Trust Company, Prevision Marketing, LLC, and State Street Bank & Trust Company
  • Member, Boston Estate Planning Council
  • Member Boston Baking and Financial Services Professionals
  • Member, CFA Society Boston
 

Patricia Hartnett

Assistant Vice President, Senior Manager of Wealth Management Operations
  • B.S., University of Maine, 1981
  • Joined Cambridge Trust Company in 2002
  • Prior work experience at Bingham Legg Advisors, LLC and Acadia Management Company, Inc
 

Theresa Giglio

Assistant Vice President, Manager of Tax
  • B.S., Northeastern University, 1985
  • Enrolled Agent, Internal Revenue Service
  • CFP (Certified Financial Planner®)
  • Joined Cambridge Trust Company in 2017
  • Prior work experience at Price Waterhouse Coopers, Choate, Hall & Stewart, LLP, WilmerHale, LLP and BankBoston Corp.
  • Former New England Chair, OneSource Trust Tax User Group