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...

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...

Alex is responsible for providing financial planning and investment advisory services to clients of Cabot Wealth Management. As a Wealth Advisor with expertise in customer service and business development, his focus is on client...

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...

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...

Bo is Cabot Wealth Management’s Research Analyst. He works with the Investment Management team to research investments for Cabot’s Growth and Income strategies. Before joining Cabot in 2020, Bo previously held positions in...

Laura is responsible for assisting the financial advisors with client paperwork, quarterly income reports, tax payments, required minimum distributions and more. Prior to joining Cabot, Laura worked in Business Development at Abry...

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’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,...