Cavan Lamontagne is a dedicated Client Service Associate based in our Boston office, where he
plays a pivotal role seeking to deliver an exceptional client experience. His commitment to
ensuring the utmost satisfaction and support for clients and advisors underscores his invaluable
contributions to the Winthrop Wealth team.

Having joined Winthrop in the Spring of 2024, Cavan has swiftly become an integral part of our
client service operations. His attention to detail and unwavering dedication to client satisfaction
are reflected in his day-to-day interactions with our clients and advisors.

In addition to his professional endeavors, Cavan has recently accepted a position on the
Emerging Leaders Council for Good Sports – Boston, highlighting his dedication to making a
positive impact in the community and his eagerness to contribute to philanthropic initiatives.
When not immersed in his professional and charitable pursuits, Cavan finds solace and joy in the
great outdoors. Whether he’s navigating the waters, teeing off on the golf course, or carving
through the ski slopes, Cavan’s love for outdoor activities is a testament to his adventurous spirit
and his ability to find balance outside the office.

Cavan Lamontagne is a dynamic asset to the Winthrop Wealth team, embodying a strong
commitment to client satisfaction and a genuine passion for contributing to the community
through charitable initiatives. His dedication and enthusiasm make him an invaluable member of
our team.