William Logan Email & Phone Number
Senior Vice President, Wealth Management @ Cambridge Trust Company
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William Logan Location
- Boston, MA, US
William Logan Work
- Senior Vice President, Wealth Management @ (August 2023 - Present)
- Senior Financial Consultant @ (January 2020 - January 2023)
- Head of Private Banking and Brokerage @ Ledyard Financial Advisors (January 2018 - January 2020)
- Senior Vice President, Citizens Private Wealth Management @ (January 2015 - January 2018)
- Relationship Manager @ (January 2006 - January 2014)
- Portfolio Manager and Team Leader @ (January 1998 - January 2006)
- Vice President and Trust Officer @ (January 1996 - January 1998)
- Assistant Vice President and Business Development @ (January 1993 - January 1996)
William Logan Education
- Providence College
Bachelor of Arts
- Boston University
CFP Program (School of Financial Management)
- Cannon Financial Institute
Certified Wealth Strategist®
William Logan Skills
- Alternative Investments
- CWS
- Certified Wealth Strategist
- Client Services
- Family Office
- Fiduciary
- Financial Services
- Hedge Funds
- Investment Management
- Portfolio Management
- Private Banking
- Series 63
- Series 65
- Series 7
- Trust Management
- Wealth Management
- Wealth Management Services
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. With a robust skill set that includes Alternative Investments, CWS, Certified Wealth Strategist, Client Services, Family Office and more. William Logan has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Cambridge Trust Company Employees
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Derek Smith
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William Logan
Senior Vice President, Wealth Management
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