Our Wealth Management Team | Cambridge Trust

We always put your best interest first.

Wealth Management Team

Image Sabrina Amiri

Wealth Management

Wealth Management Compliance Analyst

Image Brandon G. Auger, CFA

Wealth Management

Brandon G. Auger, CFA

Senior Vice President, Director of Portfolio Analytics, Client Portfolio Manager

Image Matthew D. Avenia, CTFA

Wealth Management

Matthew D. Avenia, CTFA

Vice President, Wealth Advisor

Image George Avery

Wealth Management

Vice President

Image Sean Becker

Wealth Management

Vice President, Wealth Advisor

Image Caroline R. Benjamin, CFA

Wealth Management

Caroline R. Benjamin, CFA

Senior Vice President, Senior Client Portfolio Manager

Image Brian A. Bickford, CFA, CFP®

Wealth Management

Brian A. Bickford, CFA, CFP®

Senior Vice President, Director of Client Portfolio Management

Image Lesley Braga

Wealth Management

Vice President, Manager of Financial Operations – Wealth Management

Image Kelly Broderick, JD

Wealth Management

Kelly Broderick, JD

Senior Vice President, Chief Fiduciary Officer

Image Larry G. Brown

Wealth Management

Vice President

Image Carrie A. Bythrow

Wealth Management

Carrie A. Bythrow

Senior Reporting Analyst

Image Susan E.. Cannon, CTFA

Wealth Management

Susan E.. Cannon, CTFA

Vice President, Trust Officer

Image Maria (Nanda) Carvalhal

Wealth Management

Maria (Nanda) Carvalhal

Vice President

Image Margaret Cashman, CFP®

Wealth Management

Margaret Cashman, CFP®

Vice President, Relationship Manager

Image Celia M. Cazayoux, CFA

Wealth Management

Celia M. Cazayoux, CFA

Vice President, Director of Manager Selection

Image Heather W. Colleary

Wealth Management

Heather W. Colleary

Senior Vice President, Wealth Advisor Director

Image Christopher Cullinan

Wealth Management

Christopher Cullinan

Assistant Vice President, Trader and Portfolio Analyst

Image David J. D'Amico, CFA, CFP®

Wealth Management

David J. D'Amico, CFA, CFP®

Senior Vice President, Senior Portfolio Manager

Image Doreen DiBari, CFP®, CTFA

Wealth Management

Doreen DiBari, CFP®, CTFA

Senior Vice President, Senior Relationship Manager

Image John F. Doherty, CFP®

Wealth Management

John F. Doherty, CFP®

Vice President

Image Lindsey K. Donovan

Wealth Management

Lindsey K. Donovan

Vice President, Associate Strategy Portfolio Manager (Muni Bonds) & Senior Bond Analyst

Image Christine A. Drew, CTFA

Wealth Management

Christine A. Drew, CTFA

Vice President & Trust Officer

Image Lucille T. Duval

Wealth Management

Lucille T. Duval

Vice President

Image Dave Erlich, CFP®, CRC®

Wealth Management

Dave Erlich, CFP®, CRC®

Vice President, Wealth Advisor

Image Lori B. Evans, CFP®

Wealth Management

Lori B. Evans, CFP®

Senior Vice President

Image William J. Fleming, CFP®, CTFA

Wealth Management

William J. Fleming, CFP®, CTFA

Vice President, Relationship Manager

Image Aimee B. Forsythe, CFA

Wealth Management

Aimee B. Forsythe, CFA

Senior Vice President, Senior Portfolio Manager

Image Michael Fung, CFA

Wealth Management

Michael Fung, CFA

Senior Vice President, Portfolio Manager

Image Ann-Marie Hanley, CFA

Wealth Management

Ann-Marie Hanley, CFA

Vice President, Senior Portfolio Manager

Image Ryan M. Hanna

Wealth Management

Chief Investment Officer

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

Wealth Management

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

Vice President

Image Eric C. Jussaume

Wealth Management

Eric C. Jussaume

Senior Vice President, Director of Fixed Income

Image Patrick Kavey

Wealth Management

Vice President, Relationship Manager

Image Matthew M. Khan

Wealth Management

Matthew M. Khan

Senior Investment Associate

Image Megan Kingsbury

Wealth Management

Megan Kingsbury

Assistant Vice President, Business Development Associate - Wealth Management

Image Michael LaCorte

Wealth Management

Michael LaCorte

Assistant Vice President, Analyst & Trader

Image William R. Logan, CWS

Wealth Management

William R. Logan, CWS

Senior Vice President, Senior Relationship Manager

Image Christopher Lucas

Wealth Management

Christopher Lucas

Senior Vice President, Senior Portfolio Manager

Image Ryan van Luling, CFP®, MST, CRPC®

Wealth Management

Ryan van Luling, CFP®, MST, CRPC®

Senior Vice President

Image Mary Beth Mahoney

Wealth Management

Mary Beth Mahoney

Senior Vice President, Senior Relationship Manager

Image Francesco Maniaci , CFA

Wealth Management

Francesco Maniaci , CFA

Vice President, Senior Portfolio Manager

Image Robert Maquat

Wealth Management

Senior Vice President, Senior Wealth Advisor

Image Susan Martore-Baker

Wealth Management

Susan Martore-Baker

President, Cambridge Wealth Management New Hampshire

Image Elizabeth 'Scotty' McConnaughey

Wealth Management

Elizabeth 'Scotty' McConnaughey

Senior Vice President, Strategy Co-Port Manager (Equity Income)

Image Scott M. McGill, CFP®

Wealth Management

Scott M. McGill, CFP®

Vice President, Wealth Advisor

Image Laura C. McGregor

Wealth Management

Laura C. McGregor

Senior Vice President, Senior Relationship Manager

Image Phil McManus

Wealth Management

Vice President

Image Gregory J. Moodie, CFP®

Wealth Management

Gregory J. Moodie, CFP®

Relationship Manager

Image Darcy Morris

Wealth Management

Relationship Manager

Image Charles P. Nelson Jr., CFP®, CTFA

Wealth Management

Charles P. Nelson Jr., CFP®, CTFA

Vice President

Image Judith K. Noel

Wealth Management

Senior Vice President, Senior Relationship Manager

Image William T. Oberlies, CFA

Wealth Management

William T. Oberlies, CFA

Senior Vice President, Senior Relationship Manager

Image Siobhan O'Hara

Wealth Management

Vice President, Wealth Management Compliance Manager

Image Erik A. Palmason, CFP®

Wealth Management

Erik A. Palmason, CFP®

Relationship Manager

Image Stacie Plourde, CFA

Wealth Management

Stacie Plourde, CFA

Assistant Vice President, Client Portfolio Manager

Image John E. Riggs, IV

Wealth Management

John E. Riggs, IV

Vice President, Relationship Manager

Image Michael Rispoli

Wealth Management

Michael Rispoli

Senior Vice President, Senior Wealth Advisor

Wealth Management

Phillips (Flip) Ruben, CFP®

Senior Vice President, Sr. Relationship Manager & Financial Planner

Image David R. Sawyer, CFP®

Wealth Management

David R. Sawyer, CFP®

Senior Vice President, Eastern Bank Wealth Management

Image George L. Sidgwick

Wealth Management

George L. Sidgwick

Senior Vice President, Strategy Co-Portfolio Manager (Core Equity) & Senior Equity Analyst

Image Laurie R. Siergiewicz

Wealth Management

Laurie R. Siergiewicz

Vice President, Relationship Manager

Image Jeffrey Smith, CFP®

Executive Team

Jeffrey Smith, CFP®

Executive Vice President, Head of Wealth Management

Image Scott Smith, J.D.

Wealth Management

Scott Smith, J.D.

Senior Vice President, Sr. Equity Research Analyst

Image Bridget Spencer

Wealth Management

Bridget Spencer

Vice President, Senior Relationship Manager

Image Lisa Tourangeau, CTFA

Wealth Management

Lisa Tourangeau, CTFA

Officer, Associate Relationship Manager

Image John S. Traynor

Wealth Management

John S. Traynor

President , Cambridge Trust Wealth Management Connecticut

Image Maureen M. Trefry, CFP®

Wealth Management

Maureen M. Trefry, CFP®

Senior Vice President, Relationship Manager

Image William J. Walsh, CFP®

Wealth Management

William J. Walsh, CFP®

President, Cambridge Trust Wealth Management Massachusetts

Image Christopher M. Yemma

Wealth Management

Christopher M. Yemma

Vice President, Compliance Officer

Image Stig Zarle

Wealth Management

Senior Vice President, Senior 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:

844-251-0099

Email Us Find My Wealth Management Office

Experience our exceptional personal attention for yourself

Get in Touch

844-251-0099

Email Us

Come Visit Us