Maureen M. Trefry, CFP®
Senior Vice President, Eastern Bank Wealth Management
Maureen M. Trefry is responsible for investment management and client service for a combination of fiduciary, charitable, and personal portfolios. She has specialized expertise in retirement planning.
Ms. Trefry joined Eastern Bank in 1992 as a result of the acquisition of Malden Trust Company, where she had worked in retirement plans since 1989.
Ms. Trefry holds a Bachelor of Science from Mankato State University and is a graduate of the National Graduate Trust School at Northwestern University. She has completed Boston University’s Certified Financial Planner program and obtained the designation of Certified Financial Planner. She is a graduate of the Cannon Trust School.
She is chairperson of the North Shore United Way Finance Committee, a Trustee of the North Shore YMCA Endowment, a member of the Beverly Rotary Club, and a member of the Planned Giving Committee of the Hospice North Shore and Greater Boston.
Ms. Trefry can be reached at 781-581-4241 or by email at firstname.lastname@example.org.