Our Wealth Management Team | Cambridge Trust

We always put your best interest first.

Senior Leadership | Relationship Managers | Investment Managers

Senior Leadership

Kelly Broderick

Wealth Management

Kelly Broderick, JD

Senior Vice President, Chief Fiduciary Officer

Heather Colleary

Wealth Management

Heather W. Colleary

Senior Vice President, Director of Wealth Advisory

Wealth Management

David J. D'Amico, CFA, CFP®

Senior Vice President, Senior Portfolio Manager

Ryan Hanna

Wealth Management

Chief Investment Officer

megan-kingsbury

Wealth Management

Megan Kingsbury

Assistant Vice President, Wealth Management Business Development & Analytics Manager

Susan Martore-Baker

Wealth Management

Susan Martore-Baker

President, Cambridge Trust Company of New Hampshire

Siobhan O'Hara

Wealth Management

Vice President, Wealth Management Compliance Manager

Jeffrey Smith

Wealth Management

Jeffrey Smith, CFP®

Executive Vice President, Head of Wealth Management

John S. Traynor

Wealth Management

John S. Traynor

President, Cambridge Trust Wealth Management Connecticut

rick.tyson

Wealth Management

Richard D.. Tyson Jr.

Senior Vice President, Wealth Relationship Manager

Ryan van Luling, CFP®, MST, CRPC®

Wealth Management

Ryan van Luling, CFP®, MST, CRPC®

Senior Vice President, Senior Relationship Manager

Relationship Managers

Matt Avenia

Wealth Management

Matthew D. Avenia, CTFA

Vice President, Wealth Advisor

Wealth Management

Vice President, Relationship Manager

Sean Becker

Wealth Management

Vice President, Wealth Advisor

Lawrence G. Brown

Wealth Management

Lawrence G. Brown

Vice President, Relationship Manager

Susan Cannon

Wealth Management

Susan E. Cannon, CTFA

Vice President, Trust Officer

Cody Carbone

Wealth Management

Assistant Vice President, Wealth Advisor

Maria (Nanda) Carvalhal

Wealth Management

Maria (Nanda) Carvalhal

Vice President, Relationship Manager

Margaret Cashman, CFP®

Wealth Management

Margaret Cashman, CFP®

Vice President, Relationship Manager

Wealth Management

John J. Chiarizio, J.D.

Vice President, Wealth Tax Director

Doreen DiBari

Wealth Management

Doreen DiBari, CFP®, CTFA

Senior Vice President, Senior Wealth Advisor

John F. Doherty, CFP®, CTFA

Wealth Management

John F. Doherty, CFP®, CTFA

Senior Vice President, Relationship Manager

Christine A. Drew, CTFA

Wealth Management

Christine A. Drew, CTFA

Vice President, Trust Officer

Lucille T. Duval

Wealth Management

Lucille T. Duval

Vice President, Trust Officer

Moya Elliot

Wealth Management

Moya A. Elliot, CFP®, CTFA, CEPA, CRPC

Senior Vice President, Senior Wealth Advisor

Dave Erlich

Wealth Management

Dave Erlich, CFP®, CRC®

Vice President, Relationship Manager

Lori B. Evans, CFP®

Wealth Management

Lori B. Evans, CFP®

Senior Vice President, Relationship Manager

William Fleming

Wealth Management

William J. Fleming, CFP®, CTFA

Vice President, Manager of Financial Planning

Kristina L. Guilmette

Wealth Management

Kristina L. Guilmette

Assistant Vice President, Trust Officer

CT_Logo_Stacked

Wealth Management

Assistant Vice President, Retirement & Wealth Management, Services Consultant

Katharine H. Hart, J.D.

Wealth Management

Katharine H. Hart, J.D.

Senior Vice President, Wealth Advisor

Victoria C. Hartford

Wealth Management

Victoria C. Hartford

Assistant Vice President, Trust & Estate Manager

Daniel Hover, CFP®, CFTA, MSFP, CRPC®, ChFC®

Wealth Management

Daniel Hover, CFP®, CFTA, MSFP, CRPC®, ChFC®

Senior Vice President, Senior Relationship Manager

Patrick Kavey

Wealth Management

Vice President, Wealth Advisor

Wealth Management

William R. Logan, CWS

Senior Vice President, Wealth Advisor

Christopher Loriot

Wealth Management

Christopher Loriot

Vice President, Trust Officer

Mary Beth Mahoney

Wealth Management

Mary Beth Mahoney

Senior Vice President, Senior Wealth Advisor

Robert Maquat

Wealth Management

Senior Vice President, Senior Relationship Manager

Scott McGill

Wealth Management

Scott M. McGill, CFP®

Vice President, Relationship Manager

Laura McGregor

Wealth Management

Laura C. McGregor

Senior Vice President, Senior Wealth Advisor

Phil McManus

Wealth Management

Vice President, Relationship Manager

Gregory J. Moodie, CFP®

Wealth Management

Gregory J. Moodie, CFP®

Vice President, Relationship Manager

Darcy Morris

Wealth Management

Assistant Vice President, Relationship Manager

Charles P. Nelson Jr., CFP®, CTFA

Wealth Management

Charles P. Nelson Jr., CFP®, CTFA

Vice President, Relationship Manager

Judith Noel

Wealth Management

Senior Vice President, Senior Trust Officer

William Oberlies

Wealth Management

William T. Oberlies, CFA

Senior Vice President, Senior Wealth Advisor

Erik A. Palmason, CFP®

Wealth Management

Erik A. Palmason, CFP®

Vice President, Relationship Manager

Wealth Management

Vice President, Financial Planner

John Riggs

Wealth Management

John E. Riggs, IV

Vice President, Wealth Advisor

Michael Rispoli

Wealth Management

Michael Rispoli

Senior Vice President, Senior Wealth Advisor

Wealth Management

Phillips (Flip) Ruben, CFP®

Senior Vice President, Senior Wealth Advisor & Senior Financial Planner

David R. Sawyer, CFP®

Wealth Management

David R. Sawyer, CFP®

Senior Vice President, Senior Relationship Manager

Wealth Management

Laurie R. Siergiewicz

Vice President, Relationship Manager

Bridget Spencer

Wealth Management

Bridget Spencer

Senior Vice President, Senior Wealth Advisor

Lisa Tourangeau

Wealth Management

Lisa Tourangeau, CTFA

Vice President, Trust Officer

Maureen M. Trefry, CFP®

Wealth Management

Maureen M. Trefry, CFP®

Senior Vice President, Senior Relationship Manager

Wealth Management

Vice President, Retirement Plan Advisory Manager

Investment Management

Sabrina Amiri

Wealth Management

Wealth Management Compliance Analyst

Brandon Auger

Wealth Management

Brandon G. Auger, CFA

Senior Vice President, Client Portfolio Manager

Thomas Babka

Wealth Management

Senior Vice President, Senior Client Portfolio Manager

Caroline Benjamin

Wealth Management

Caroline R. Benjamin, CFA

Senior Vice President, Senior Client Portfolio Manager

Brian Bickford

Wealth Management

Brian A. Bickford, CFA, CFP®

Senior Vice President, Director of Client Portfolio Management

Carrie Bythrow

Wealth Management

Carrie A. Bythrow

Senior Reporting Analyst

Celia Cazayoux

Wealth Management

Celia M. Cazayoux, CFA

Vice President, Director of Manager Selection & Client Portfolio Manager

Julie Coady

Wealth Management

Senior Investment Associate

Christopher Cullinan

Wealth Management

Christopher Cullinan

Vice President, Associate Director of Trading

Lindsey Donovan

Wealth Management

Lindsey K. Donovan

Vice President, Strategy Portfolio Manager & Senior Investment Analyst

Aimee Forsythe

Wealth Management

Aimee B. Forsythe, CFA

Senior Vice President, Senior Portfolio Manager

Michael Fung

Wealth Management

Michael Fung, CFA

Vice President, Portfolio Manager

Wealth Management

Timothy Garvey, CFA

Vice President, Fixed Income Strategist

Wealth Management

Ann-Marie Hanley, CFA

Senior Vice President, Senior Portfolio Manager

Eric Jussaume

Wealth Management

Eric C. Jussaume

Senior Vice President, Director of Fixed Income

Matthew Khan

Wealth Management

Matthew M. Khan

Investment Associate III

Michael LaCorte

Wealth Management

Michael LaCorte

Associate Director, Investment Analytics and Reporting

Allen Laine

Wealth Management

Allen Laine, CFA

Senior Vice President, Strategy Portfolio Manager

Christopher Lucas

Wealth Management

Christopher Lucas

Senior Vice President, Senior Portfolio Manager

Francesco Maniaci

Wealth Management

Francesco Maniaci , CFA

Senior Vice President, Senior Portfolio Manager

Elizabeth McConnaughey

Wealth Management

Elizabeth 'Scotty' McConnaughey

Senior Vice President, Strategy Co-Portfolio Manager

Jia Min

Wealth Management

Vice President, Equity Analyst

Ananya Pierce

Wealth Management

Ananya Pierce, CFA

Assistant Vice President, Investment Associate

Stacie Plourde

Wealth Management

Stacie Plourde, CFA

Vice President, Wealth Portfolio Manager

Benjamin-Poulios

Wealth Management

Benjamin Poulios

Senior Investment Associate

Tyler Radack

Wealth Management

Investment Associate

George Sidgwick

Wealth Management

George L. Sidgwick

Senior Vice President, Strategy Portfolio Manager

Wealth Management

Scott Smith, J.D.

Senior Vice President, Senior Equity Research Analyst

Christopher Yemma

Wealth Management

Christopher M. Yemma

Vice President, Wealth Compliance Manager

Stig Zarle

Wealth Management

Senior Vice President, Strategy Co-Portfolio Manager

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.

Get in touch

For more information about our Wealth Management services, call:

866-602-1522

Email Us Find My Wealth Management Office