William Logan Email & Phone Number
Senior Vice President, Wealth Management @ Cambridge Trust Company
William Logan Location
Boston, MA, US
William Logan Work
- 2023 - now Senior Vice President, Wealth Management @ Cambridge Trust Company
- 2020 - 2023 Senior Financial Consultant @ Rockland Trust
- 2018 - 2020 Head of Private Banking and Brokerage @ Ledyard Financial Advisors
- 2015 - 2018 Senior Vice President, Citizens Private Wealth Management @ Citizens Financial Group, Inc.
- 2006 - 2014 Relationship Manager @ Fidelity Investments
- 1998 - 2006 Portfolio Manager and Team Leader @ BNY Wealth
- 1996 - 1998 Vice President and Trust Officer @ Eastern Bank
- 1993 - 1996 Assistant Vice President and Business Development @ Bank of America
William Logan Education
- Providence College
Bachelor of Arts
- Boston University
CFP Program (School of Financial Management)
- Cannon Financial Institute
Certified Wealth Strategist®
William Logan Summary
William Logan, based in Boston, MA, US, is currently a Senior Vice President, Wealth Management at Cambridge Trust. William Logan brings experience from previous roles at Rockland Trust, Ledyard Financial Advisors, Citizens Financial Group, Inc. and Fidelity Investments - Family Office Services. William Logan holds a Bachelor of Arts @ Providence College. William Logan has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Cambridge Trust Company Employees
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Joe Roller
President and CEO at Cambridge Trust Company
Massachusetts, United States25+ -
Chris Avery
Vice President at Cambridge Trust Company
Boston, MA, US5+5+ -
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Ryan Hanna
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Sudbury, MA, US45 -
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