Tyler Swaim, ChFC®
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 management, with an additional expertise in account reconciliation, database management and presentational design. Prior to joining Cabot, Tyler held roles as a Portfolio Administrator and Control Group Analyst for Bank of New York Mellon in Boston, receiving BNY Mellon’s “Spotlight Award” and admission to its Certified Advisor Program. From there, he then moved onto Bernstein Wealth Management as a Private Client Associate and then onto Congress Wealth Management as a Private Wealth Relationship Manager. Tyler is a graduate of Saint Joseph’s University in Philadelphia, with a Bachelor of Arts in history and communications. He is a CHARTERED FINANCIAL CONSULTANT® and holds a Certificate in Financial Planning from Boston University. As a supporter of philanthropic organizations, he is an active member of the Boys and Girls Club of Boston Friends Council. His interests include carpentry, boating and offshore fishing.