Cambridge Trust is dedicated to providing private banking, business banking, and wealth management services. Visit one of their Boston area branches today.

Banking

Cambridge Trust

Cambridge Trust's headquarters in Cambridge, MA, United States

Jay Barbosa

Maria Cristina Espinal

George-Phidipides Ikonomou

Joseph Theodate

Michele Smith

Stephen Arena

Tony Rich

Kurt Villon

Nivedita Basnyat

Vauntina Franklin

William Adams

Gracie Wu

Luz-Margarita R.

Susan O'Keefe

Sara Sarkis

Maureen Kelliher

Wayland Luter

Kricket Hooper

James F. Spencer

Terry Kaufman

Ryan Hanna

Gloria A.

Mary Ann Manning

Jeffrey F. Smith

Kate Carlson

Robert Davis

Desiree Yattaw

Scott Smith Mba, Jd

Philip Pace Esq., Crcm, Cams

Cody Carbone

Doreen Dibari

Michael Bordenca

Sean Kelly

Robert Maloof

William Mullin

Kerri A. Mooney

Aimee Forsythe

Derek Smith

John Traynor

Sean Becker

Dave Erlich

Brian A. Bickford

William T. Oberlies

Megan Kingsbury

Cws® William Logan

David R. Sawyer

Judith Noel

Harwood Soul

Alexandra Loria

Cfp® Phillips Ruben (Flip)

Patrick Kavey

Ulgen Ozcivi

Brian Kelley

Milton Manousaridis

Heather W. Colleary

George Sidgwick

Elizabeth McConnaughey

Brandon Auger Cfa

Cheryl Preston

Abu S Soem

Brenda Deangelo

Franco Maniaci

Eric Jussaume

Michael Fung

Aidan Diaz

Therese Peters

Kathryn M. Hinderhofer

Jody A. Rose

Jeanette G. Clough

Andy S. Zelleke

Jane C. Walsh

Pamela A. Hamlin

Leon A. Palandjian

The Leadership Team at Cambridge Trust is responsible for setting the strategic direction of the company and ensuring alignment across its private banking, business banking, and wealth management services. This team, comprised of senior executives from various disciplines including marketing, investment, compliance, and human resources, collaborates to foster innovation, enhance customer relationships, and drive operational excellence while ensuring adherence to regulatory standards and best practices.

Leadership Team

The Investment and Portfolio Management team at Cambridge Trust is responsible for developing and executing investment strategies that align with clients' financial goals. This team conducts in-depth market analysis, manages portfolios, and ensures optimal asset allocation to maximize returns. With a diverse group of experienced professionals, they provide tailored wealth management solutions while closely monitoring economic trends and investment performance.

Investment and Portfolio Management

The Client Service and Support team at Cambridge Trust is dedicated to delivering exceptional service to clients across all banking and wealth management areas. This team manages client inquiries, resolves issues, and ensures seamless communication between clients and the bank, while providing personalized support to enhance the overall client experience. Their collective expertise allows for efficient handling of both in-branch and digital banking needs.

Client Service and Support

The Compliance and Regulatory team at Cambridge Trust ensures adherence to financial regulations and internal policies, safeguarding the bank against compliance risks. They monitor transactions for suspicious activities, conduct thorough regulatory assessments, and implement effective compliance strategies to protect client assets and maintain the integrity of the financial system. Through their expertise, they promote a culture of compliance and support the bank’s commitment to excellence in service delivery.

Compliance and Regulatory

The Technology and Data Analysis team at Cambridge Trust plays a crucial role in optimizing digital banking solutions and enhancing network infrastructure. By leveraging data analytics and technical expertise, the team supports the development of innovative financial services and ensures secure, efficient operations across the company's banking platforms. Their work enables improved customer experiences and drives data-informed decision-making within the organization.

Technology and Data Analysis

The Marketing and Communications team at Cambridge Trust develops and executes strategic marketing initiatives to enhance brand visibility and engage clients. This team focuses on creating compelling content, managing social media presence, and coordinating promotional campaigns to support the company’s private and business banking services. By leveraging research and analytics, they aim to communicate the value of Cambridge Trust's offerings effectively.

Marketing and Communications

Cambridge Trust

Org chart

Board & advisors

Teams

Leadership Team

Investment and Portfolio Management

Client Service and Support

Compliance and Regulatory

Technology and Data Analysis

Marketing and Communications

Offices

Cambridge Trust

Org chart

Board & advisors

Teams

Leadership Team

Investment and Portfolio Management

Client Service and Support

Compliance and Regulatory

Technology and Data Analysis

Marketing and Communications

Offices

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