Verified recordFinancial Services

Tom Babka

Senior Vice President, Senior Client Portfolio Manager at Cambridge Trust

Based in Boston, United States

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Seniority

Other

Department

Other

Location

Boston

Industry

Financial Services

Company size

275

Contact information

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Email

1 credit

t•••••••@cambridgetrust.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Tom Babka

As a Senior Client Portfolio Manager with Cambridge Trust, I deliver guidance to some of the most successful individuals and multi-generational families in the area, whose sophisticated financial needs demand integrated strategies across the entirety of their balance sheet. I draw from my extensive family office experience to offer innovative approaches and best-in-class practices for investing and preserving wealth.I have spent many years building portfolios across asset classes and have a skilled appreciation for pursuing multifaceted goals. I execute deep-dive analyses to understand the entire scope of my clients’ financial lives and present long-term strategies for planning, banking, lending and more that align with the specific interests of each family.

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