Wealth Services Team

John A. Haley

Senior Vice President, Director of Wealth Management Support Services
  • B.A., Providence College, 1992
  • M.B.A., Suffolk University, 2002
  • ABA National Trust School, 2009
  • Joined Cambridge Trust Company in 2005
  • Prior work experience at State Street Corporation and Fidelity Investments
  • Active participant in Trust User Group (TUG), a SunGard/FIS user group
  • Former member, TUG Product Development Committee 2015-2017
  • Former Board Member and Vice President for Childcare Resource Center, Cambridge MA 2011-2014
 

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