Cambridge Trustee Advisors Inc

Robert Barrett is a financial advisor at Cambridge Trustee Advisors Inc. He holds a Series 65 designation and has experience working with Worcester Elevator Co. and iArch Solutions LLC. Barrett joined Cambridge Trustee Advisors in 2025 and is based in Westborough, MA. Cambridge Trustee Advisors, Inc. provides discretionary investment management and personalized portfolio supervision to individuals, trusts, estates, charitable organizations, and select pension plans and business entities. The firm manages approximately $50 million across 38 accounts and employs a mix of fundamental, technical, and cyclical analysis, with an investment process overseen by a quarterly meeting investment committee. Its close affiliation with a law firm and management of trust portfolios in accordance with the American Law Institute’s Restatement of Trusts Prudent Investment Rule distinguish the firm within the industry.

Daniel Kraft is a financial advisor with Cambridge Trustee Advisors Inc in Wellesley Hills, MA. He holds a Series 63 designation and has 31 years of industry experience. He has been with Cambridge Trustee Advisors since 1992 and also has a long tenure at Winslow, Evans & Crocker, Inc. since 1994. Cambridge Trustee Advisors provides discretionary investment management and personalized portfolio supervision to individuals, trusts, estates, charitable organizations, and select pension plans and business entities. The firm employs a client-specific investment approach that incorporates fundamental, technical, and cyclical analysis, and maintains a close affiliation with a law firm, serving many legal clients, particularly trusts and estates.

Patrick Daly is a financial advisor with Cambridge Trustee Advisors Inc in Cambridge, MA. He holds a Series 65 designation and has 31 years of industry experience. Cambridge Trustee Advisors provides discretionary investment management and personalized portfolio supervision to individuals, trusts, estates, charitable organizations, and occasionally pension plans and business entities. The firm manages approximately $50 million across a small client base and employs a mix of fundamental, technical, and cyclical analysis in its investment process, with a close affiliation to a law firm that supports its focus on trust and estate portfolios.