Investment Management Team

Portfolio ManagementInvestment Research

 

David Lynch, CFA

Senior Vice President, Chief Investment Officer

  • Joined Cambridge Trust Company in 2017
  • CFA (Chartered Financial Analyst) charter holder since 2015
  • Prior work experience at Athena Capital, Colorado PERA, Eaton Vance, Cahners Economics
  • Member, Boston Economic Club
  • Member, CFA Society Boston
  • B.A., Dartmouth College, 1997
  • M.B.A., Babson College, 2006
     
 

Damon Barglow, CFA, CFP®

Senior Vice President and Portfolio Manager

  • Joined Cambridge Trust in 2017
  • Chartered Financial Analyst® designation: 2000
  • Certified Financial PlannerTM: 2013
  • Previous experience: Rockland Trust; Eastern Bank; Middleton & Co.; Vector Securities; ShoreBank Corporation
  • Member: CFA Society Boston, Boston Estate Planning Council
  • Trustee: Board of Trust Fund Commissioners (Arlington, MA)
  • University of Wisconsin: B.S.
  • Northwestern University: M.B.A.
 

Brian A. Bickford, CFA, CFP®

Senior Vice President and Investment Officer

  • Joined Cambridge Trust in 2013
  • Chartered Financial Analyst® designation: 1998
  • Certified Financial PlannerTM: 2006
  • Previous experience: Citizens Bank; Charter Trust Company; SunTrust Banks
  • Member: CFA Institute; CFA Society Boston, Inc.; New Hampshire Estate Planning Council
  • Former Treasurer: NH Citizens for the Arts
  • University of Maine: B.S.
  • Florida International University: M.S.
 

Aimee B. Forsythe, CFA

Vice President and Investment Officer

  • Joined Cambridge Trust in 2004
  • Chartered Financial Analyst® designation: 2000
  • Previous experience: Hancock Bank of Louisiana; Hancock Bank of Mississippi; the Peace Corps, Republic of Mali
  • Member and Curriculum Advisor: CFA Institute
  • Member: CFA Society Boston, Inc.
  • Advisory Board Member, Kappa Alpha Theta Fraternity Chapters: Zeta Mu at MIT;
    Beta Xi at UCLA; Nu at Hanover College
  • Trustee: Kappa Alpha Theta Foundation
  • Member, Board of Directors: Colonel James Hartshorne House Association
  • Hanover College: B.A
 

Ryan M. Hanna

Vice President and Investment Officer

  • Joined Cambridge Trust in 1994
  • Member: CFA Institute; CFA Society Boston, Inc.; The Boston Economic Club
  • Rollins College: B.A.

 

Kathryn L. Hersey

Vice President and Investment Officer

  • Joined Cambridge Trust in 2010
  • Previous experience: Putnam Investments; MicroStrategy; New England Women's and Men's Athletic Conference (NEWMAC)
  • Member: National Federation of Municipal Analysts; Boston Municipal Analysts Forum; The Philanthropy Connection
  • Former Vice President: Amherst Association of Boston
  • Inducted into New England Basketball Hall of Fame
  • Amherst College: B.A.
  • Babson College: M.B.A.
 

Eric C. Jussaume

Senior Vice President and Investment Officer

  • Joined Cambridge Trust in 2004
  • Previous experience: Putnam Investments; Donaldson, Lufkin and Jenrette; John Hancock; Bingham Legg Advisers
  • Member: National Federation of Municipal Analysts; Boston Municipal Analysts Forum; CFA Society Boston, Inc.; The Boston Economic Club
  • Treasurer: Norfolk Baseball Association
  • University of Vermont: B.S.
  • Suffolk University: M.B.A.

 

Maureen Kelliher, CFA

Senior Vice President and Investment Officer

  • Joined Cambridge Trust in 2011
  • Chartered Financial Analyst® designation: 1991
  • Previous experience: Citizens Bank; Charter Trust Company; Maine Savings Bank; Amoskeag Bank; Burgess & Leith, Inc.
  • Member: CFA Institute; CFA Society Boston, Inc.; New Hampshire Retirement System, Independent Investment Committee
  • Member, Board of Trustees: New Hampshire Retirement System
  • Member, Board of Directors: New Hampshire Association for the Blind
  • Former member: Mount Washington Observatory Board of Directors; New Hampshire Charitable Foundation Investment Committee
  • Former chairman: New Hampshire Community Loan Fund
  • Colby College: B.A
.

Nicholas Fitzgerald, CFA

Associate Portfolio Manager and Investment Officer

  • Joined Cambridge Trust in 2017
  • Chartered Financial Analyst® designation: 2016
  • Previous experience: ALPS, a DST Company
  • Member: CFA Institute; CFA Society Boston, Inc.
  • Providence College: B.S.

 

Lindsey K. Donovan

Research Analyst/Trader and Investment Officer

  • Joined Cambridge Trust in 2015
  • Previous experience: Massachusetts Eye and Ear Infirmary
  • Adjunct member, CFA Society Boston, Inc.
  • College of the Holy Cross: B.A.
  • Babson College: M.B.A.

 

(Jeanwon) David Park, CFA

Senior Investment Analyst & Investment Officer

  • Joined Cambridge Trust in 2013
  • Chartered Financial Analyst® designation: 2017
  • Member: CFA Institute; CFA Society Boston, Inc.
  • Babson College: B.S.
 

Tanya Stavreva, CFA

Vice President and Investment Officer

  • Joined Cambridge Trust in 2016
  • Chartered Financial Analyst® designation
  • Previous experience: Wellington Management; Fidelity Investments
  • Member: CFA Institute; CFA Society Boston, Inc.; Suffolk University Advisory Board
  • Suffolk University: B.S.B.A,
  • Suffolk University: M.S., Global Finance