Principal, Manager of Trading and Operations
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 general Office Management. Sonia continually strives to research and implement technologies that provide Cabot with the ability to service their clients in the most effective, efficient and secure means available. Project work requires Sonia to be a solutions-oriented problem solver and a creative out-of-the-box thinker. She oversees budgeting, reporting, planning, and is directly involved in policy, planning and strategy decisions. Sonia graduated from Bryant University with a Bachelor of Science degree in Finance and a minor in Computer Information Systems. Sonia was first introduced to the team of professionals at Cabot Wealth Management when she became Cabot’s first scholarship award recipient. Sonia enjoys spending time with her two daughters, channeling her creative side and reading.