Dave Erlich

Dave Erlich, CFP®, CRC®, currently serves as Vice President and Wealth Advisor at Cambridge Trust Company since April 2022. Prior to this role, Dave was a Vice President and Wealth Advisor at Clarfeld | Citizens Private Wealth from April 2015 to April 2022, where the focus was on providing innovative wealth management solutions for high-net-worth clients. From September 2009 to March 2015, Dave worked at Citizens Bank as Vice President and Premier Relationship Manager, establishing a client base of over 500 affluent clients by addressing complex financial issues. Earlier experience includes serving as a Premier Client Manager at Bank of America and a Personal Banker at FleetBoston Financial. Dave holds a degree in History and Economics from Colby College and a certificate in Financial Planning from Boston University.