At Cambridge Trust, we are a private banking and wealth management company that builds trust as well as wealth. For over 130 years, individuals, families, businesses, and nonprofits have relied on Cambridge Trust to understand their goals and values, and to always act in their best interest. We take a holistic approach that addresses both personal and business needs at any stage of your financial life.

Chris’s primary responsibility is to introduce client relationships to the expertise and capabilities of Cambridge Trust and then partner with his portfolio management, trust and estate, banking, and lending colleagues to deliver coordinated advice. Chris also ensures they collaborate with their clients’ external advisors (estate attorney, CPA, etc.) to create efficiencies in the advice they are collectively providing.

His previous experience includes U.S. Trust, Bank of America, and an independent wealth management firm. Chris is a CERTIFIED FINANCIAL PLANNER™ and a Board member of the Boston Estate Planning Council. He received a MS in Investment Management from Boston University and a BS from Mount St. Mary’s University.

Whether someone is growing or selling a business, inheriting wealth, retiring, or simply looking for a deeper relationship with their team of advisors, Chris and his team provide the proactive and coordinated approach necessary to meet the needs of their clients.

Christian Stone
Vice President, Private Banker
Tel:  (617) 520-5528
Christian.Stone@cambridgetrust.com