Principal, Director of Wealth Management
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 their strategy in light of their financial goals and needs. Jim leads Cabot’s team of trusted advisors and works closely with other members of the Cabot team. He also works with other professionals to provide clients with comprehensive wealth management services, including tax planning and preparation, estate planning, retirement planning, and risk management strategies. In addition to his client work, Jim is also a member of Cabot’s Investment Policy committee. He holds a Bachelor of Arts degree in psychology from the University of New Hampshire and has worked in the financial services industry for over 25 years. Jim is also an active member of the Museum of Fine Arts.