CAMBRIDGE TRUSTEE ADVISORS INC of WELLESLEY HILLS, MA is an SEC-registered investment adviser (CRD 106149). Regulatory assets under management: $55.7M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Taylor S Leavitt | TREASURER/DIRECTOR; VICE PRESIDENT/DIRECTOR | SALT LAKE CITY, UT |
| Taylor Smith Leavitt | TREASURER/DIRECTOR; VICE PRESIDENT/DIRECTOR | — |
| TAYLOR DONALD JOHN | VICE-PRESIDENT/DIRECTOR | — |
| KRAFT DANIEL PHILLIPS | PRESIDENT/DIRECTOR | — |
| DALY PATRICK | CLERK/DIRECTOR; VICE PRESIDENT/DIRECTOR; VP/DIR/CHIEF COMPLIANCE OFFICER | — |