Staff Biographies

Rob Lutts serves as President and Chief Investment Officer for Cabot Money Management, Inc. He received his MBA degree in investments and finance from the University of Massachusetts in Amherst and his bachelor of science degree in finance and management from Babson College. He is head of the company’s Investment Policy Committee and oversees a select group of client accounts. Rob has taken a strong interest in global research, particularly China and India, and emerging markets in general. He is a regular contributor on CNBC, Bloomberg, and FOX Business News. He has also been quoted in leading publications, such as The New York Times, The Wall Street Journal and Barron’s.

In addition to his business pursuits, Rob is active in many community organizations, including acting as treasurer of the North Shore Chamber of Commerce, trustee of the Tabernacle Church, member of the Board of Directors of Salem Rotary Club. Rob is an overseer of the North Shore Medical Center Foundation, treasurer of the Board of Commissioners of the City of Salem Trust Funds, and member of the board of Partners Healthcare System Corporation. He is also the president of the Salem State College Foundation as well as a sponsor of Babson College’s Mentor Program and Babson’s Consulting Alliance Program.

Jim Gasparello is Senior Financial Counselor and Principal of Cabot Money Management, Inc. His primary focus is helping clients develop an appropriate asset allocation strategy and then working directly with those clients to help them monitor and evaluate the strategy in light of their goals and needs. Jim also works closely with other members of the Cabot team and other professionals to provide a select group of his clients with comprehensive wealth management services, including tax planning and preparation, estate planning, retirement planning and risk management strategies.

In addition to his client work, Jim is also a member of Cabot’s Investment Policy Committee. He holds a B.A. in psychology from the University of New Hampshire. Prior to Cabot, Jim served as Corporate Development Officer at Salem Five Savings Bank and as sales manager at Prudential Financial Services. Jim is an active member of the Salem and North Shore Chambers of Commerce.

Steven Davis is responsible for tax preparation and planning services for clients of Cabot Money Management, Inc. His primary focus is assisting clients in making decisions that help achieve their overall financial goals and objectives while minimizing the tax consequences.

Steve received his Bachelor of Science degree in accounting from Fitchburg State College and his Masters degree in taxation from Suffolk University. He is also a graduate of the National Tax Practice Institute, a training program administrated by the National Association of Enrolled Agents, and is a member of both the Massachusetts and National Associations of Enrolled Agents. Mr. Davis has over 20 years of taxation experience with individuals and closely held businesses. Prior to joining Cabot, he worked in Boston as a senior tax manager for American Express Tax & Business Services, Inc., and a tax accountant for Nutter, McClennen & Fish, LLP.

Greg Stevens is a Certified Financial Planner^™ and a Chartered Retirement Plans SpecialistSM. He is responsible for providing financial planning and investment advisory services to clients of Cabot Money Management, Inc. and also acts as the firm's corporate retirement plan specialist. In addition, Greg is responsible for assisting individuals' transition into retirement by providing cash flow analysis, asset allocation and tax minimization strategies. He holds a Bachelor of Arts degree in economics from the University of New Hampshire. Prior to joining Cabot, Greg worked at Putnam Investments.

Les Satlow is responsible for directing Cabot's core equity strategy and providing extensive fundamental analysis coverage for our individual equity holdings. He is a frequent contributor to the financial media, including Dow Jones' MarketWatch, CNBC and Bloomberg. He also has been quoted in publications such as SmartMoney, Barron's and The Christian Science Monitor. Les has considerable knowledge of the international markets, having worked in both Russia and Japan. He holds the Chartered Financial Analyst® designation and is a member of the Boston Security Analysts Society and the CFA Institute. He is a graduate of Washington University and holds a master's degree in international affairs from Johns Hopkins University.

William Larkin is responsible for managing Cabot's fixed-income portfolios for a select group of clients' accounts. He is a member of the company's Investment Policy Committee and works in conjunction with Mr. Lutts to oversee and implement our fixed-income strategies. He has appeared on both Bloomberg At the Bell and Bloomberg Radio. Bill has also been quoted in several publications, such as the Chicago Tribune, USA Today, Dow Jones' MarketWatch and The Christian Science Monitor. He is a graduate of Merrimack College. Prior to Cabot, Mr. Larkin worked with State Street and John Hancock Advisors.

Dennis Wassung is responsible for managing growth equity portfolios, and identifying and monitoring those companies that are well-positioned to take advantage of growth opportunities throughout the globe and in the areas of the emerging markets and alternative energy in particular. Prior to Cabot, he spent eight years as an equity research analyst at Canaccord Adams (formerly Adams Harkness & Hill) in Boston, covering growth stocks in a range of global technology and industrial sectors. He is a frequent contributor to the financial media, including CNBC and Fox Business News. Dennis graduated from Rensselaer Polytechnic Institute in New York and obtained his bachelor of science in mechanical engineering, cum laude. He also holds an MBA from the University of Southern California's Marshall School of Business, and is a CFA® charterholder.

Mikki L. Wilson is responsible for coordinating and managing Cabot's marketing efforts in client communications, advertising and public relations as well as conferences and events. She is Cabot's webmaster and is also responsible for coordinating the firm's quarterly newsletter, web updates and e-blasts, including Cabot's Market Commentary, as well as client communication surveys. Mikki received associate degrees in both Liberal Arts and Legal Administration from North Shore Community College. She also holds a bachelors in business administration in the marketing concentration, graduating Magna Cum Laude from Salem State College. She is a member of Delta Mu Delta and Phi Theta Kappa as well as NSCC's Office Technology and Business Advisory Boards.

Jane Bolger works as a liaison between the financial counselors and Cabot clients. Her responsibility is to maintain and deliver the highest level of service and quality to Cabot clients. Jane has an extensive administrative background. Prior to joining Cabot, Jane worked at Price Waterhouse and the Tetley Corporation.

Anne Boris works as a liaison between the financial counselors and Cabot clients. Anne has an extensive administrative background and her primary responsibility is to maintain and deliver the highest level of service and quality to Cabot clients. Anne holds a Bachelor of Arts degree from Tufts University and worked in the office supply industry before joining Cabot.