William T. Oberlies, CFA

Senior Vice President,
Director of Wealth Management Business Management

William T. Oberlies, CFA, is Senior Vice President and Director of Wealth Management Business Management at Cambridge Trust.

Mr. Oberlies is responsible for the development and implementation of strategic initiatives for the Wealth Management Group. He has oversight responsibility of ensuring all department policies, procedures and operational controls are in place to satisfy regulatory requirements. Mr. Oberlies also oversees that the appropriate infrastructure and technology are in place to enable growth. 
Prior to joining Cambridge Trust in 2018, Mr. Oberlies held several roles in the Wealth Management & Trust division of Boston Private as Chief Operating Officer, Chief Financial Officer and National Director of Trust & Fiduciary Services.  Mr. Oberlies earned a Bachelor of Science in Finance from the Villanova School of Business and is a CFA® charterholder.