Meet Our Investment Executives

Egle Bakunaite

Egle Bakunaite is an experienced client services professional with over a decade of financial services experience and a passion for providing personalized support. Previously serving on the Deposit Operations team with The Cooperative Bank of Cape Cod, Egle comes to Cape Cod Financial Services from Morgan Stanley, as a Registered Client Services Associate. Egle holds […]

Kate DiMascolo

Kate DiMascolo provides personalized investment and wealth management solutions to individuals and businesses. She comes to Cape Cod Financial Services with more than 13 years of investment experience. Kate previously held roles at Merrill Lynch and Wells Fargo. She is a fully qualified Osaic Institutions Inc. Investment Executive. Kate, who lives in Sandwich, with her […]

Robert Martin, CSSCS

Robert Martin has more than 35 years of investment and wealth management experience. He is a Certified Investment Management Analyst and a member of The Investment Management Consultants Association. He is registered with Financial Industry Regulatory Authority (FINRA) and has Massachusetts Life and Health Insurance licenses. Bob is also certified with The Corporation for Social […]