CABOT WEALTH MANAGEMENT of BEVERLY, MA is an SEC-registered investment adviser (CRD 107327). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Robert Tomlinson Lutts | FOUNDER | — |
| Sonia Lynn Ernst | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | — |
| James Michael Gasparello | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | — |
| Gregory A Stevens | PRINCIPAL, CCO | — |
| Thomas Christopher Vautin | PRINCIPAL | — |
| Craig Edward Goryl | PRINCIPAL -- CHIEF INVESTMENT OFFIICER | — |
| Tyler Oliver Swaim | ADVISOR | — |
| XIARHOS MATTHEW NICHOLAS | EXECUTIVE VICE PRESIDENT | — |
| KOZAK MICHAEL CHARLES | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & DIRECTOR OF WEALTH MANAGEMENT; COMPLIANCE OFFICER | — |
| LUTTS ROBERT TOMLINSON | PRESIDENT; PRESIDENT 7 CHIEF INVESTMENT OFFICER,OWNER; PRESIDENT & CHIEF INVESTMENT OFFICER,OWNER (+1 more) | — |
| STEVENS MARK ALAN | CHIEF COMPLIANCE OFFICER/FINANCIAL COUNSELOR; SENIOR FINANCIAL COUNSELOR, CHIEF COMPLIANCE OFFICER | — |
| STEVENS MARK A | PRINCIPAL, CCO | — |
| ERNST SONIA LYNN | PRINCIPAL & MANAGER OF OPERATIONS AND TRADING | — |
| GASPARELLO JAMES MICHAEL | PRINCIPAL & SENIOR FINANCIAL COUNSELOR | — |
| FEMIA JAMES R | VICE PRESIDENT - CONSULTING | — |
| VAUTIN THOMAS CHRISTOPHER | PRINCIPAL | — |
| GORYL CRAIG EDWARD | PRINCIPAL; PRINCIPAL -- CHIEF INVESTMENT OFFIICER | — |