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 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 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...

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 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 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 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...

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...

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...

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...

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...

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...

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...

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 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...

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,...