Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
WEALTH MANAGEMENT
Jim Gasparello
Principal, Director of Wealth Management
Jim oversees Cabot’s wealth management services division. His primary focus is helping clients develop an appropriate asset allocation strategy and working directly with those clients to guide them while monitoring and evaluating...
Greg Stevens, CFP®, CRPS®
Principal, Senior Wealth Advisor
Greg is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Plans Specialist. He is responsible for providing financial planning and investment advisory services to clients of Cabot Wealth Management and also acts as the...
Tom Vautin, CPA®, CFA®, CFP®
Senior Financial Planner, Portfolio Manager
Tom develops comprehensive and customized financial planning strategies for Cabot clients with a focus on tax, estate, and investment planning. He holds a Bachelor of Arts degree in economics and an MBA from the University of Rochester...
Steven Davis, E.A., MST
Senior Tax Manager
Steve is responsible for tax preparation and planning services for clients of Cabot Wealth Management. His primary focus is assisting clients in making decisions that help achieve their overall financial goals and objectives while...
Matt Heath, CFP®
Wealth Advisor
Matt is responsible for providing customized financial planning strategies for Cabot clients. As a wealth advisor, Matt has experience in the financial services industry and with building strong client relationships. He is...
Tyler Swaim
Wealth Advisor
Tyler is responsible for providing financial planning and relationship management for Cabot clients. As a Wealth Advisor with expertise in customer service and business development, his focus is on client retention, relationship...
Steven Ross, MSA
Tax Advisor
Steven is responsible for tax compliance and planning services for clients of Cabot with a focus on minimizing clients’ tax liability. Steven received his Bachelor of Arts degree in Middle Eastern Studies from University of...
INVESTMENT MANAGEMENT
Craig Goryl, CFA®
Senior Portfolio Manager
Craig is portfolio manager of Cabot’s Growth & Income strategy, a diversified equity portfolio that aims for moderate risk by focusing on quality companies trading at discounted valuations. Craig joined Cabot in 2011 as an equity...
Patrick Creahan, CFA®, CAIA®
Portfolio Manager
Patrick joined Cabot in 2020 as Portfolio Manager for Cabot’s Core Fixed Income and Bond Growth strategies. He is responsible for the implementation and guidance of the firm's fixed-income portfolios. Prior to Cabot, Patrick spent...
CLIENT SERVICES
Anne Boris
Senior Client Services Specialist
Anne works as a liaison between our team of Wealth advisors and Cabot clients. She has provided guidance and quality service to meet our clients’ needs and expectations for over 20 years. Anne has an extensive administrative...
TRADING & OPERATIONS
Sonia Ernst
Principal, Manager of Trading and Operations
Sonia is a Principal at Cabot Wealth Management and Manager of Trading and Operations. Her responsibilities include managing Cabot’s Trading, Operations, IT Coordination, Human Resources, Payroll, Benefits Administration and...
Craig Cooper
Operations & Trading Associate
Craig’s primary focus is to effect the best trade executions while coordinating with the portfolio management team. His other responsibilities include, but are not limited to, participating in monitoring and evaluating best...
Cathy Kirby
Marketing & Operations Associate
Cathy is responsible for assisting both the Operations and Marketing departments. She assists the marketing department with research, CRM database management, and coordination of marketing campaigns. Cathy also assists in event...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.