David Erlich, a highly skilled financial professional, joined Cambridge Trust in 2022, bringing a rich wealth management background. A Colby College graduate with a B.A. in 2002, he earned his Certified Financial Planner (CFP®) credentials in 2022 and has held the Certified Retirement Counselor (CRC®) designation since 2013. With prior roles at Clarfeld Citizens Private Wealth, Bank of America, and FleetBoston Financial, David has accumulated much experience. He is actively engaged in the financial community and is a member of the Boston Estate Planning Council and the Financial Planning Association® (FPA®), reflecting his commitment to industry excellence. As an active participant in the arts and cultural community, he leverages his financial acumen to support and advance the artistic vision of the White Snake Projects as a valued board member.