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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.

At our firm, we have the client—and only the client—in mind.

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, CFP®, CRPS®

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, CPA®, CFA®, CFP®

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, E.A., MST

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, CFP®

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, MSA

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

rob@ecabot.com

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®

Senior 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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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...

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CLIENT SERVICES

Anne Boris

Senior 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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TRADING & OPERATIONS

Sonia Ernst

Principal, Manager of Trading and Operations

(978) 745-9233

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...

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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

Marketing & Operations 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

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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