, Senior Wealth Advisor
222 Rosewood Drive, Suite 350
Danvers, MA 01923
David Strachan joins Dakota Wealth Management as a Senior Wealth Advisor. David serves as a trusted advisor to clients and their families and has managed all aspects of their complex financial relationships for over 25 years. He brings a solutions-based approach to the planning process and is always focused on improving the well-being of his clients.
Prior to Dakota, David was the Director of Fiduciary Services at Cambridge Trust Company. He began there in 1996 and rose from a Trust Officer to being appointed Director in 2012. David began his career at Bankers Trust Company and also spent time at Choate, Hall and Stewart and Bank of Boston. David is a 1989 graduate of St. Lawrence University as well as a graduate of the American Bankers Association National Graduate Trust School and Private Wealth Management School and the Boston University Certified Financial Planning Program. He received the Certified Trust and Financial Advisor (CTFA) designation in 1995.
David is an active member of the Boston Estate Planning Council and the Essex County Estate Planning Council and is a member of the Finance Committee of the Cambridge Homes, inc. an independent assisted living community for seniors in Cambridge, MA. David and his wife, Susan, reside in Topsfield, MA and Kennebunk, ME. They are extremely proud of their three adult children.