Cabot Money Management
Address: 216 Essex St, Salem, MA 01970 Hours: Open ⋅ Closes 5PM Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (978) 745-9233: Category: : : Place name: Website: : : : Website: http://www.ecabot.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cabot Wealth Management Posting publicly on the Web Write a review Reviews 2 Google reviews
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Cabot Money Management Employees
Cabot Wealth Management, Inc. October 2014 - Present
Cabot Wealth Management May 2013 - Present
Cabot Money Management June 2008 - May 2013
Skills
Microsoft Excel, Accounts Receivable, Accounts Payable, Communication, Bank Reconciliation, QuickBooks, Economics, Business Writing, Critical Thinking, Accounting, Tax Preparation, Mathematics, Interpersonal Skill, Organization, Project Management, Innovation, Problem Solving, Property Management, Moxy, Salesforce.com, Axis, Microsoft Office, Microsoft Word
Education
Salem State University 2008 — 2013
Bachelor of Science (BS), Business Administration with a concentration of Accounting and Minors in Economics and Biology
Salem High School 2004 — 2008
Keller Williams Realty August 2012 - Present
Quantech 2010 - 2011
Quantech 2010 - 2011
Cabot Money Management April 2009 - October 2009
State House Boston MA September 2007 - February 2008
Skills
Real Estate Transactions, Real Estate Marketing, Real Estate, Leasing, Commercial Real Estate, Residential Homes, Property, Investment Properties, Sellers, Buyers, New Home Sales, Referrals, Foreclosures
Education
Salem State College 2008 — 2012
"BS", Business Administration and Management, General
St Johns Preparatory School 2003 — 2007
Century 21 North Shore 1998 - 2011
Cabot Money Management 1993 - 1998
Education
North Shore Community College 2008 — 2010
Pre-Nursing Studies and Medical Coding
Simmons College 1989 — 1991
Bachelor of Arts (B.A.), Finance, General
North Shore Community College 1985 — 1988
Associate of Arts (A.A.), General Studies
International Association of Approved Basketball Officials (Board 130) 1987 - 2015
Cabot Money Management 2006 - 2006
Brown Brothers Harriman 2003 - 2004
Brown Brothers Harriman 2001 - 2003
Brown Brothers Harriman 1999 - 2001
Brown Brothers Harriman 1998 - 1999
Brown Brothers Harriman 1997 - 1998
Brown Brothers Harriman 1995 - 1997
Brown Brothers Harriman 1992 - 1995
State Street Bank 1989 - 1992
Education
Salem State College 2012 — 2013
Certificate
IAABO RefSchool 1986 — 1986
Boston University 1981 — 1985
Bachelor of Science (B.S.)
Lynn Classical HS
Lexington Christian Academy - Lexington, MA October 2013 - Present
Handyman Matters September 2004 - November 2005
Fidelity Investments June 2003 - April 2004
The Boston Consulting Group September 2000 - July 2002
The Babson College Fund September 1998 - May 2000
Cabot Money Management 1999 - 1999
Fidelity Investments September 1995 - August 1998
Skills
Management Consulting, Business Strategy, Investment Research, Financial Analysis, Strategic Planning, Strategic Marketing..., Management, Entrepreneurship, Nonprofits, Competitive Analysis, Financial Modeling, Marketing Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA, Business Administration and Management, General
Boston University 1993 — 1995
Master of Music, Piano Performance
Boston University 1989 — 1993
Bachelor of Music, Piano Performance
HarbourVest Partners May 2015 - Present
HarbourVest Partners June 2012 - Present
Putnam Investments June 2011 - November 2011
Cabot Money Management November 2010 - February 2011
Letra Group May 2010 - August 2010
Education
Salem State College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Economics
International College of Management 2010 — 2010
St. Johns Prep.
Cabot Wealth Management July 2014 - Present
YMCA of Metro North February 2014 - Present
Salem State University Alumni Association June 2012 - Present
Northeast Arc May 2011 - Present
Lynn Area Chamber of Commerce April 2014 - June 2014
Associated Home Care Inc. March 2013 - November 2013
Cakes for Occasions August 2011 - March 2013
Cabot Money Management August 2011 - December 2011
Cabot Money Management March 2002 - August 2011
Lappen's Auto Discount Parts 1998 - 2001
Skills
Marketing Communications, Social Media, Creative Problem Solving, Branding & Identity, Small Business Marketing, Public Relations, Social Media Marketing, Email Marketing, Marketing, Event Management, Event Planning, Marketing Strategy, Research, Social Networking, Strategic Planning, Newsletters, Advertising, Customer Service, Graphic Design, Blogging, Web Design, Project Management, Lead Generation, Strategy, Facebook, Nonprofits, Salesforce.com, SEO
Education
Salem State University 2005 — 2009
Bachelor of Arts, Business Administration - Marketing
North Shore Community College 2003 — 2004
Associates, Legal Administrative Assistant
North Shore Community College 2001 — 2003
Associates, Liberal Arts
Temple University 1997 — 1998
English, Psychology
Lynn Vocational Technical Institute 1993 — 1997
HS Diploma, Machine Drafting
Navellier and Associates March 2011 - Present
Cabot Money Management June 2009 - September 2010
Tuckerbrook Alternative Investments September 2007 - June 2009
Morgan Stanley Investment Management August 1997 - July 2007
John Hancock Funds 1991 - 1994
John Hancock Funds 1991 - 1994
Skills
FINRA Series 7 licensed, Portfolio Management, Investments, Alternative Investments, Asset Management, Mutual Funds, Equities, Wealth Management, Series 7, Asset Allocation, Retirement Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
M.S., Finance
Boston College 1978 — 1982
B.S., Economics & Biology
New England Investment and Retirement Group, Inc. July 2014 - Present
Salem State University 2009 - Present
Meridian Wealth Management, LLC December 2011 - July 2014
Snap Infusion, LLC 2011 - 2012
Cabot Money Management 2004 - 2011
Boston Advisors 1999 - 2004
eMerging Portfolio 1998 - 1999
English Circles 1992 - 1994
Interperiodika 1991 - 1993
Skills
Portfolio Management, Wealth Management, Personal Financial..., Alternative Investments, Equity Research, Investment Advisory, Investment Strategies, Investment Advisory..., Investments, Asset Allocation
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1995 — 1997
MA, International Economics & Former Soviet Union Studies
Washington University in St. Louis 1987 — 1991
BA, History & Political Science
AHS
Mass State Science and Engineering Fair October 2013 - Present
EAS Solutions August 2013 - Present
Stepstone Mortgage Company, Inc. January 2012 - August 2013
LivingWell Affiliated Health Professionals January 2008 - January 2013
Lester Harry's October 2007 - January 2008
Troy Wireless April 2002 - March 2003
Analogic May 2001 - October 2001
Laborum.com June 2000 - November 2000
Cabot Money Management March 1996 - March 2000
Wreath School 1992 - 1996
Skills
Quickbooks, Marketing Communications, Event Planning, Event Management, Billing Solutions, Collections, Administrative..., Website Updating, Sales, Human Resources, Customer Service, Marketing, QuickBooks, Social Media Marketing, Strategy, Time Management, Marketing Strategy
Education
Massachusetts College of Liberal Arts 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Universidad de Sevilla 1989 — 1989
International Marketing, Study Abroad
Net Atlantic, Inc. February 1995 - Present
Cabot Money Management 1986 - 1994
Iris Arc Crystal 1983 - 1986
Skills
Social Media Marketing, Email Marketing, Sales, Advertising, Start-ups, Entrepreneurship, SaaS, Strategic Partnerships, Cloud Computing, Online Advertising, Enterprise Software, Salesforce.com, E-commerce, Lead Generation, Online Marketing
Education
Carnegie Mellon University 1979 — 1983
McGladrey January 2013 - Present
Salem State College September 2012 - December 2012
Morgan Stanley Smith Barney September 2011 - December 2012
Salem State University January 2011 - December 2012
Cabot Money Management January 2012 - April 2012
The Boys and Girls Club of Greater May 2011 - December 2011
Cutler Elementary School September 2009 - June 2010
First Steps Day Care and Preschool September 2009 - January 2010
Skills
Microsoft Excel, PowerPoint, QuickBooks, Financial Analysis, Microsoft Office, Accounting, Peachtree, Microsoft Word, Outlook, Access, Financial Reporting, Research, Auditing, Tax
Education
Salem State College 2010 — 2012
BS, Accounting
Bentley University 2006 — 2009
BS
Windham Capital Management January 2013 - Present
Windham Capital Management April 2010 - December 2012
Windham Capital Management July 2009 - March 2010
Boston Financial Management May 2009 - July 2009
Cabot Money Management October 2006 - February 2009
Brown Brothers Harriman 2003 - 2006
Skills
Portfolio Management, Finance, Investments, Asset Allocation, Mutual Funds, Customer Relations, Risk Management, Financial Analysis, Asset Management, Financial Modeling, Microsoft Excel, ETFs, Alternative Investments, Marketing, Equities, Fixed Income, Series 7
Education
College of the Holy Cross 1999 — 2003
Bachelor of Science (BS), Economics
TD Bank Wealth Management, Private Client Group September 2012 - Present
Citizens Private Bank & Trust Company 2009 - September 2012
U.S. Trust, Bank of America Private Wealth Management 2004 - 2009
Cabot Money Management 1998 - 2004
Skills
Investment Management, Investment Research, Client Relationship..., New Business Development, Portfolio Strategy, Fixed Income Portfolio..., Asset Allocation, Equity Research Analysis, Fundamental Equity..., Manager & Investment..., Client Communications, Equity Portfolio..., Technical Analysis, Portfolio Management, Series 7, Uniform Combined State...
Education
Northeastern University 1994 — 1996
Master of Science; Graduate School, Finance; Business Administration
Boston College
Bachelor of Science (BS), School of Management
Redwood Investments, LLC 2010 - Present
Putnam Investments July 2001 - April 2010
McDonald-Sutton Asset Mgmt, LLC December 1998 - July 2001
Cabot Money Management August 1995 - November 1998
Fidelity Investments August 1989 - July 1993
United States Marine Corps August 1981 - January 1989
Skills
Small Cap Growth, Mid Cap Growth, Portfolio Management, Asset Managment, Equities, Biotech Investing, Healthcare Investing, Mutual Funds, Hedge Funds, Investments
Education
MIT Sloan School of Management 1993 — 1995
MBA, Finance
Monmouth University 1985 — 1989
BS, International Finance
Eaton Vance December 2014 - Present
Sentinel Benefits & Financial Group September 2013 - February 2014
New England Investment and Retirement Group, Inc. June 2013 - August 2013
Detwiler Fenton October 2011 - June 2013
Wainwright Investment Counsel May 2002 - October 2011
FundQuest November 2000 - May 2002
Cabot Money Management November 1995 - November 2000
Skills
Series 7, 24, 53 and 66, Equities, Mutual Funds, Fixed Income, Wealth Management, CRM, Trading, Portfolio Management, Investments, Analysis, Investment Management
Education
Salem State University 1989 — 1994
Bachelor of Science, Communications
Morgan Stanley Smith Barney December 2006 - Present
Placemark Investments May 2003 - December 2006
Cabot Money Management March 1999 - December 2001
Fidelity Investments December 1994 - December 1998
Skills
Asset Allocation, Series 65, Separately Managed..., Series 7, Alternative Investments, ETFs, Wealth Management, Investment Advisory, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Managing Accounts
Education
Alfred University 1987 — 1991
M.A. Weatherbie & Co., Inc 1999 - Present
Cabot Money Management 1997 - 1999
Charles Schwab November 1991 - November 1997
Education
Bentley College
Bachelor of Science (BS), Finance, General
Our Lady of Lourdes