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Cambridge Trust

Jay Barbosa

Maria Cristina Espinal

Dennis Claros

George-Phidipides Ikonomou

Melissa Accardi

Joseph Theodate

Michele Smith

Stephen Arena

Peter Coates

Kim Calzado

Tony Rich

Jamie Juskiewicz

Jennifer Ford

Kurt Villon

Nivedita Basnyat

Vauntina Franklin

William Adams

Gracie Wu

Luz-Margarita R.

Susan O'Keefe

Sara Sarkis

Maureen Kelliher

Wayland Luter

Kricket Hooper

Aimee Forsythe

James F. Spencer

Terry Kaufman

Andrew Truong

Ryan Hanna

Gloria A.

Kerri A. Mooney

Mary Ann Manning

Jeffrey F. Smith

Kate Carlson

Robert Davis

Desiree Yattaw

Scott Smith Mba, Jd

Philip Pace Esq., Crcm, Cams

Mauricio Burgos

Cody Carbone

Doreen Dibari

Michael Bordenca

Sean Kelly

Robert Maloof

William Mullin

Robert Silva

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

Leadership Team

Client Service and Support

Investment and Portfolio Management

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Leadership Team

Client Service and Support