Our Wealth Management Team

We always put your best interest first.

Senior Leadership

Wealth Management

Kelly Broderick, JD

Senior Vice President, Chief Fiduciary Officer

Wealth Management

Heather W. Colleary

Senior Vice President, Wealth Advisor Director

Wealth Management

Ryan M. Hanna

Chief Investment Officer

Wealth Management

Susan Martore-Baker

President, Cambridge Trust Wealth Management New Hampshire

Wealth Management

Siobhan O'Hara

Vice President, Wealth Management Compliance Manager

Wealth Management

Jeffrey Smith, CFP®

Executive Vice President, Head of Wealth Management

Wealth Management

John S. Traynor

President, Cambridge Trust Wealth Management Connecticut

Wealth Management

William J. Walsh, CFP®

President, Cambridge Trust Wealth Management Massachusetts

Relationship Managers

Wealth Management

Matthew D. Avenia, CTFA

Vice President, Wealth Advisor

Wealth Management

Chris Avery

Vice President, Relationship Manager

Wealth Management

Sean Becker

Vice President, Wealth Advisor

Wealth Management

Lawrence G. Brown

Vice President, Relationship Manager

Wealth Management

Susan E. Cannon, CTFA

Vice President, Trust Officer

Wealth Management

Maria (Nanda) Carvalhal

Vice President, Relationship Manager

Wealth Management

Margaret Cashman, CFP®

Vice President, Relationship Manager

Wealth Management

Doreen DiBari, CFP®, CTFA

Senior Vice President, Senior Wealth Advisor

Wealth Management

John F. Doherty, CFP®, CTFA

Vice President, Relationship Manager

Wealth Management

Christine A. Drew, CTFA

Vice President, Trust Officer

Wealth Management

Lucille T. Duval

Vice President, Trust Officer

Wealth Management

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

Senior Vice President, Senior Wealth Advisor

Wealth Management

Dave Erlich, CFP®, CRC®

Vice President, Relationship Manager

Wealth Management

Lori B. Evans, CFP®

Senior Vice President, Relationship Manager

Wealth Management

William J. Fleming, CFP®, CTFA

Vice President, Manager of Financial Planning

Wealth Management

Kristina L. Guilmette

Assistant Vice President, Trust Officer

Wealth Management

Katharine H. Hart, J.D.

Senior Vice President, Wealth Advisor

Wealth Management

Victoria C. Hartford

Assistant Vice President, Trust & Estate Manager

Wealth Management

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

Senior Vice President, Senior Relationship Manager

Wealth Management

Patrick Kavey

Vice President, Wealth Advisor

Wealth Management

Megan Kingsbury

Assistant Vice President, Wealth Management Business Development & Analytics Manager

Wealth Management

William R. Logan, CWS

Senior Vice President, Wealth Advisor

Wealth Management

Christopher Loriot

Vice President, Trust Officer

Wealth Management

Ryan van Luling, CFP®, MST, CRPC®

Senior Vice President, Senior Relationship Manager

Wealth Management

Mary Beth Mahoney

Senior Vice President, Senior Wealth Advisor

Wealth Management

Robert Maquat

Senior Vice President, Senior Relationship Manager

Wealth Management

Scott M. McGill, CFP®

Vice President, Relationship Manager

Wealth Management

Laura C. McGregor

Senior Vice President, Senior Wealth Advisor

Wealth Management

Phil McManus

Vice President, Relationship Manager

Wealth Management

Gregory J. Moodie, CFP®

Vice President, Relationship Manager

Wealth Management

Charles P. Nelson Jr., CFP®, CTFA

Vice President, Relationship Manager

Wealth Management

Judith K. Noel

Senior Vice President, Senior Trust Officer

Wealth Management

William T. Oberlies, CFA

Senior Vice President, Senior Wealth Advisor

Wealth Management

Erik A. Palmason, CFP®

Vice President, Relationship Manager

Wealth Management

John E. Riggs, IV

Vice President, Wealth Advisor

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

Wealth Management

David R. Sawyer, CFP®

Senior Vice President, Senior Relationship Manager

Wealth Management

Laurie R. Siergiewicz

Vice President, Relationship Manager

Wealth Management

Bridget Spencer

Senior Vice President, Senior Wealth Advisor

Wealth Management

Lisa Tourangeau, CTFA

Vice President, Trust Officer

Wealth Management

Maureen M. Trefry, CFP®

Senior Vice President, Senior Relationship Manager

Investment Management

Wealth Management

Brandon G. Auger, CFA

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

Wealth Management

Caroline R. Benjamin, CFA

Senior Vice President, Senior Client Portfolio Manager

Wealth Management

Brian A. Bickford, CFA, CFP®

Senior Vice President, Director of Client Portfolio Management

Wealth Management

Carrie A. Bythrow

Senior Reporting Analyst

Wealth Management

Celia M. Cazayoux, CFA

Vice President, Director of Manager Selection & Client Portfolio Manager

Wealth Management

Christopher Cullinan

Assistant Vice President, Trader and Portfolio Analyst

Wealth Management

David J. D'Amico, CFA, CFP®

Senior Vice President, Senior Portfolio Manager

Wealth Management

Lindsey K. Donovan

Vice President, Strategy Portfolio Manager & Senior Invesment Analyst

Wealth Management

Aimee B. Forsythe, CFA

Senior Vice President, Senior Portfolio Manager

Wealth Management

Michael Fung, CFA

Vice President, Portfolio Manager

Wealth Management

Ann-Marie Hanley, CFA

Senior Vice President, Senior Portfolio Manager

Wealth Management

Eric C. Jussaume

Senior Vice President, Director of Fixed Income

Wealth Management

Matthew M. Khan

Senior Investment Associate

Wealth Management

Michael LaCorte

Trader & Portfolio Analyst

Wealth Management

Allen Laine

Senior Vice President, Strategy Portfolio Manager

Wealth Management

Christopher Lucas

Senior Vice President, Senior Portfolio Manager

Wealth Management

Francesco Maniaci , CFA

Senior Vice President, Senior Portfolio Manager

Wealth Management

Elizabeth 'Scotty' McConnaughey

Senior Vice President, Strategy Portfolio Manager

Wealth Management

Stacie Plourde, CFA

Assistant Vice President, Client Portfolio Manager

Wealth Management

Tyler Radack

Investment Associate

Wealth Management

George L. Sidgwick

Senior Vice President, Strategy Portfolio Manager

Wealth Management

Scott Smith, J.D.

Senior Vice President, Senior Equity Research Analyst

Wealth Management

Christopher M. Yemma

Vice President, Wealth Compliance Manager

Wealth Management

Stig Zarle

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

Our Wealth Management Team

Senior Leadership

Relationship Managers

Investment Management

Average of 28 Years

Highly Experienced Team

Get in touch

844-251-0099

Experience our exceptional personal attention for yourself

844-251-0099

Investment advisory services and investment products available through Cambridge Trust Wealth Management, a division of Eastern Bank, are not insured by the FDIC or any federal government agency, not deposits of or guaranteed by any bank, and may lose value.

Investment Management

Trust & Estates

NH Trust Advantage

Financial Planning

Wealth Management Team

Investing & Economy

Market Perspectives

News & Updates

Trusts & Estates

Wealth Planning

Careers

Our Professionals

Eastern Bank Foundation

Our Wealth Management Team

Senior Leadership

Relationship Managers

Investment Management

Average of 28 Years

Highly Experienced Team

Get in touch

844-251-0099

Experience our exceptional personal attention for yourself

844-251-0099

Investment advisory services and investment products available through Cambridge Trust Wealth Management, a division of Eastern Bank, are not insured by the FDIC or any federal government agency, not deposits of or guaranteed by any bank, and may lose value.