Simon Gerlin
Director/Board Member at CAMBRIDGE BANCORP
Net worth: 371 540 $ as of 2024-03-30
Profile
Simon R.
Gerlin is currently a Director at Cambridge Trust Co. and an Independent Director at Cambridge Bancorp.
He is also a Member of The American Institute of Certified Public Accountants.
Previously, he was the Chief Financial Officer & Executive VP-Finance at MassDevelopment.
Before that, he was an Independent Director at Wellesley Bancorp, Inc. and a Director at Wellesley Bank.
He was also a Partner at PricewaterhouseCoopers LLP from 1991 to 2007.
Mr. Gerlin received his undergraduate degree from Middlebury College and his MBA from Harvard Business School.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
CAMBRIDGE BANCORP
0.07% | 2024-03-07 | 5,451 ( 0.07% ) | 371 540 $ | 2024-03-30 |
Simon Gerlin active positions
| Companies | Position | Start |
|---|---|---|
| CAMBRIDGE BANCORP | Director/Board Member | 2020-05-31 |
MassDevelopment
 MassDevelopment Real Estate DevelopmentFinance MassDevelopment provides financial tools and real estate services in Massachusetts. It offers real estate loans, guarantees, equipment loans, exporter financing, Brownfields redevelopment fund, TechDollars, emerging technology fund, seafood loans, term working capital, and Massachusetts cultural facilities fund; and tax-exempt bonds and equipment lease/purchase programs, taxable bonds, and capital financing 501. The company was founded in 1998 and is headquartered in Boston, MA. | Director of Finance/CFO | 2013-01-31 |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Corporate Officer/Principal | - |
Cambridge Trust Co.
 Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Director/Board Member | 2020-05-31 |
Former positions of Simon Gerlin
| Companies | Position | End |
|---|---|---|
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Corporate Officer/Principal | 2007-11-30 |
Wellesley Bank
 Wellesley Bank Regional BanksFinance Wellesley Bank engages in the provision of banking and wealth managmement services. The company was founded on January 24, 2011 and is headquartered in Wellesley, MA. | Director/Board Member | - |
| WELLESLEY BANCORP, INC. | Director/Board Member | - |
Training of Simon Gerlin
| Middlebury College | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| CAMBRIDGE BANCORP | Finance |
| Private companies | 6 |
|---|---|
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Commercial Services |
Wellesley Bancorp, Inc.
 Wellesley Bancorp, Inc. Regional BanksFinance Wellesley Bancorp, Inc. is a holding company. The company through its subsidiary Wellesley Bank offers personal and business banking services to individuals and small businesses in Wellesley, Massachusetts and surrounding communities. Its deposit products are checking, savings, and term certificate accounts and lending products are residential and commercial real estate loans, construction loans, commercial loans, and consumer loans. The company was founded in September 2011 and is headquartered in Wellesley, MA. | Finance |
Wellesley Bank
Wellesley Bank Regional BanksFinance Wellesley Bank engages in the provision of banking and wealth managmement services. The company was founded on January 24, 2011 and is headquartered in Wellesley, MA. | Finance |
MassDevelopment
MassDevelopment Real Estate DevelopmentFinance MassDevelopment provides financial tools and real estate services in Massachusetts. It offers real estate loans, guarantees, equipment loans, exporter financing, Brownfields redevelopment fund, TechDollars, emerging technology fund, seafood loans, term working capital, and Massachusetts cultural facilities fund; and tax-exempt bonds and equipment lease/purchase programs, taxable bonds, and capital financing 501. The company was founded in 1998 and is headquartered in Boston, MA. | Finance |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Commercial Services |
Cambridge Trust Co.
Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Finance |
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