Cabot Money Management Inc
Salem, MA
Company Profile
Industry:Investment Advisory Service, Investment Advice, Financial Advisory Services
Doing business as:Cabot Money Management
Site:ecabot.com
Phone:
Description:Cabot Money Management, Inc. is a wealth management firm that provides individuals, family groups, businesses, and foundations and charities with professional investment management and wealth management services. Cabot Money Management combines the traditions and values of a privately-owned business with advanced thinking on global and economic developments within the wealth management industry.
Addresses:216 Essex St, Salem, MA 01970
PO Box 150, Salem, MA 01970
Members (13):Rachel Lutts / Psychologist Mikki Wilson / Coordinator Of Marketing, Marketing Staff Peter Nicolas / Sales Director Natalie Rubel / Manager Michael Kozak / Director Robert Lutts / Principle, President Jim Gasparillo / Principal, Director, inactive Anne Boris / Computer Specialist, inactive Cabot Money / President, inactive Sonia Ernst / Manager, inactive Richard Morrell / Manager, inactive Jane Bolger / Manager, inactive Erin Burnett / Chief Information Officer, inactive
SIC:6282 - Investment Advice
SIC6:628299 - Investment advice, nec
Categories:Financial Management & Consulting
Specialties:Wealth Management for High- Net- Worth Individuals
In business since:1983
Products:Asset & Portfolio Management, Asset Management, Bonding, Bonds, Charitable Trusts, Consultations, Estate Planning, Financial Advisors, Financial Management, Investment Banking, Investment Planning, Investment Research, Investments, IRA Rollovers, Market Analysis, ...
Languages:American Sign
Company size:20
Summary
The professional fields of the organization Cabot Money Management Inc are Investment Advisory Service, Investment Advice, Financial Advisory Services. We know information about 13 employees who work here. Cabot Money Management is located at the address 216 Essex St, Salem, MA 01970. The organization has more than two offices. Call the organization at phones: 1-978-745-9233 or 1-978-744-3109.
Who has worked at Cabot Money Management Inc
| Position at Cabot Money Management Inc | Previous job position | |
|---|---|---|
| Greg Stevens | PrincipalSince Jul 2013 |
Putnam InvestmentsFinancial Consultant Jun 2000 - Jul 2005 |
| Kathy (Kelly) Mealey | Financial CounselorSince Jan 2010 |
Arbonne InternationalInd Consultant, ENVP Since Jan 2002 |
| Les Satlow, Cfa | Portfolio Manager |
|
| Linda Wilson | ReceptioistSince Oct 2012 |
ComcastCAE Nov 2010 - Oct 2012 |
| Mikki Wilson | Marketing Coordinator Marketing CoordinatorSince Mar 2002 |
Lappen's Auto Discount PartsDriver, Retail and Wholesale Counterperson 1998 - 2001 |
| Rich Morrell | Marketing ManagerSince Oct 2011 |
Hospice of the North Shore & Greater BostonMarketing Communications Manager Oct 2008 - Jul 2011 |
| Rick Chipouras | Trading/Operations AssociateSince 2006 |
BROWN BROTHERS, HARRIMAN & COFund Accounting Control / Risk Management Manager 2003 - 2004 |
| Suzanne Carella | Operations and Trading AssociateSince Nov 2009 |
BTS Asset ManagementClient Account Manager Apr 2009 - Nov 2009 |
Former Employees
| Position at Cabot Money Management Inc | Next job position | |
|---|---|---|
| Amy Mckeehan | Administrative Asst.1989 - 1993 |
The Yankee Candle Company, Inc.Customer Marketing Manager Since Jun 2013 |
| Andy Lutts | VP1986 - 1994 |
|
| Ann Murphy | Operations ManagerJan 2001 - Mar 2002 Operations Manager2000 - 2002 |
State Street Wealth Manager ServicesAssistant Vice President Since Oct 2009 |
| Anthony Sutton | Portfolio ManagerAug 1995 - Nov 1998 |
Redwood Investments, LLCPortfolio Manager Since 2010 |
| Ashley Mcharrie | Administrative Assistant2004 - 2004 |
Brown Brothers HarrimanAssociate Since Mar 2013 |
| Joana Larsen | Operations AdministratorDec 1996 - May 1998 |
|
| Joseph Marini | Portfolio Manager, Principal1998 - 2004 |
TD Bank Wealth Management, Private Investment CounselVice-President, Investment Advisor Since Sep 2012 |
| Kimberley Hayden | OPERATIONS ASSISTANT2006 - 2009 |
Beverly Bootstraps Community ServicesSALES ASSOCIATE Since Nov 2010 |
| Lev Matusevich | Paid Research ConsultantNov 2010 - Feb 2011 |
HarbourVest PartnersPortfolio Data Analyst Since Jun 2012 |
| Lori Denault | Receptionist/AdministrativeMay 2005 - Oct 2006 Customer Service RepOct 2005 - Mar 2006 |
Beacon GrilleServer Since Oct 2012 |
| Matthew Mcphail | Portfolio Manager1999 - 2004 |
Sentinel Benefits & Financial GroupChief Investment Officer Since 2004 |
| Michael Kozak | Director of Wealth Management and Chief Compliance OfficerAug 2001 - Aug 2010 |
East Coast Asset Management, Inc.Managing Director/Principal Since Aug 2010 |
| Michael Rose | Investment AdvisorAug 2010 - Jan 2011 |
Proctor Financial, Inc.Investment Advisor Since Jan 2011 |
| Nikitas Splagounias | Financial Counselor2002 - 2006 |
|
| Stan Favard | Intern2005 - 2006 |
United States NavyDept. Head, Materials Management (SUPPO) Since Mar 2010 |
| Steven Abbiuso | Operations SupervisorDec 1998 - Nov 2000 Operations AdministratorNov 1995 - Dec 1998 |