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

The Concord office likely focuses on investment management and trading operations.

Concord

The Lexington office focuses on financial services, offering trading and analytics support along with client relationship management.

Lexington

Jay Barbosa

Maria Cristina Espinal

George-Phidipides Ikonomou

Joseph Theodate

Michele Smith

Tony Rich

Kurt Villon

Nivedita Basnyat

Vauntina Franklin

William Adams

Gracie Wu

Luz-Margarita R.

Susan O'Keefe

Stephen Arena

Sara Sarkis

Maureen Kelliher

Wayland Luter

Kricket Hooper

James F. Spencer

Terry Kaufman

Ryan Hanna

Gloria A.

Mary Ann Manning

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

Jeffrey F. Smith

Aimee Forsythe

Abu S Soem

Alexandra Loria

Megan Duffy

Therese Peters

John Traynor

Kevin Drew

William T. Oberlies

Heather W. Colleary

Elizabeth McConnaughey

Brian Kelley

Megan Kingsbury

Eric Jussaume

Milton Manousaridis

George Sidgwick

Patrick Kavey

Ulgen Ozcivi

Cheryl Preston

Jenny Marie Silva

Robert Maquat

Franco Maniaci

Brian A. Bickford

Leslie Hartwell

Michael Fung

Aidan Diaz

Brenda Deangelo

Cfp® Phillips Ruben (Flip)

Sean Becker

Brandon Auger Cfa

Katharine Hart

Dave Erlich

Judith Noel

Cws® William Logan

David R. Sawyer

Harwood Soul

Erik A. Palmason

Diana Kenneally

Ricky Feliz

Derek Smith

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

This department focuses on managing client assets and providing comprehensive financial advisory services.

Wealth Management

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

This department provides strategic direction and oversight for the organization through its high-level management roles.

Executive Leadership

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

Cambridge Trust

Org chart

Board & advisors

Teams

Leadership Team

Wealth Management

Investment and Portfolio Management

Client Service and Support

Executive Leadership

Compliance and Regulatory

Offices

Cambridge Trust

Org chart

Board & advisors

Teams

Leadership Team

Wealth Management

Investment and Portfolio Management

Client Service and Support

Executive Leadership

Compliance and Regulatory

Offices

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