Greg Stevens, CFP®

Greg Stevens, CFP®

President, Managing Partner

Greg is responsible for providing financial planning and investment advisory services to a select group of clients and family groups. As president of the firm, Greg works with the other managing partners to ensure that our team offers a consistently high level of service to all Cabot clients. Greg also acts as Cabot's Chief Compliance Officer. Prior to joining Cabot, Greg worked at Putnam Investments. He holds a degree from the University of New Hampshire. Greg is active in his local community and has served on the Ipswich School Committee and as a Trustee of the Feoffees of the Grammar School, a Trust created in 1660 to benefit the Ipswich Public Schools.