Jennifer A. Pline, CFA

Executive Vice President, Head of Wealth Management

Jennifer Pline is an Executive Vice President and the Head of Wealth Management at Cambridge Trust. 

Ms. Pline oversees all areas of Wealth Management, including investment management, client service, trust and estate administration, business development, operations and tax. Jennifer leads a team of experienced Wealth Managers who employ a holistic approach to working with their clients, in order to create customized solutions to meet their financial objectives. Jennifer serves as the senior contact for wealth management clients, their attorneys and advisors.  

Jennifer has spent more than 35 years working in financial services. She has deep experience in investment management, client service and wealth management and brings a collaborative approach, whether she is working with her team or advising clients. Ms. Pline joined Cambridge Trust in 2017 from Harvard Management Company, where she served as Managing Director, Chief Trusts & Gifts Officer. Prior to that, she worked at Standish Mellon Asset Management for many years, where her most recent role was Director of Client Service.

Ms. Pline is a member of Cambridge Trust’s Management Committee and holds the Chartered Financial Analyst® designation. She received a BA and an MBA from Boston College. Among her many community connections, she serves as a Trustee for Concord Academy, Beth Israel Deaconess Hospital in Needham and the Cambridge Community Foundation. She is also a member of the CFA Society of Boston and the Boston Economic Club