Senior Financial Planner, Portfolio Manager
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. Prior to joining Cabot, Tom worked in the Private Banking group of JPMorgan. Tom is a CERTIFIED FINANCIAL PLANNER™ practitioner and is a member of the Massachusetts chapter of the Financial Planning Association. He is also a CFA® charterholder and a member of the Boston Security Analysts Society, and is a licensed Certified Public Accountant.