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Meet the Team

Your interests and goals always come first.

Our team of highly experienced professionals help you articulate and achieve your goals.

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

(978) 745-9233

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...

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Greg Stevens

Principal, Senior Wealth Advisor

(978) 745-9233

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...

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Tom Vautin

Senior Financial Planner, Portfolio Manager

(978) 745-9233

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...

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Steven Davis

Senior Tax Manager

(978) 745-9233

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...

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Matt Heath

Wealth Advisor

(978) 745-9233

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...

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Tyler Swaim

Wealth Advisor

(978) 745-9233

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...

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Steven Ross

Tax Advisor

(978) 745-9233

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...

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INVESTMENT MANAGEMENT

Rob Lutts

President, Chief Investment Officer

(978) 745-9233

[email protected]

Rob is the founder of Cabot Wealth Management, currently serving as the firm’s president and chief investment officer. He heads the Investment Policy committee and manages Cabot’s Growth strategy. He received his MBA degree...

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Craig Goryl

CFA®, Portfolio Manager

(978) 745-9233

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...

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Nick Burwell

Portfolio Manager

(978) 745-9233

Nick is solely responsible for buy-and-sell decisions, portfolio construction and risk management for Cabot’s Core Fixed Income, Income Growth and High Income bond strategies. Prior to joining Cabot, he began his career in 2005...

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CLIENT SERVICES

Anne Boris

Client Services Specialist

(978) 745-9233

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...

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Natalie Rubel

Client Services Specialist

(978) 745-9233

Natalie works collaboratively with Cabot’s wealth advisors as a Client Services Specialist. She is responsible for providing high quality service, guidance and solutions to fulfill our clients’ needs. Natalie has a strong...

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TRADING & OPERATIONS

Sonia Ernst

Principal, Manager of Trading and Operations

(978) 745-9233

Sonia is a principal of the firm and is responsible for managing trade executions as well as the firm’s overall operations and IT coordination. Sonia was first introduced to the team of professionals at Cabot Wealth Management...

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Craig Cooper

Operations & Trading Associate

(978) 745-9233

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...

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Cathy Kirby

Operations & Marketing Associate

(978) 745-9233

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...

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Jill Alas

Accounts Payable/Receivables Controller

(978) 745-9233

Jill has been a key member of the Cabot team since 2008. Jill has held several roles, including Marketing Intern and Operations & Trading Associate. She has since transitioned into the role of Accounts Payable Receivable Controller,...

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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.

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