Cabot Money Management

Description

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

Employee
Years
Job
Industry
Jill Cripps Jill Cripps Salem, Massachusetts Details
Jill Cripps's Cabot Money Management Experience June 2008 - May 2013
Job Trading and Operations Associate at Cabot Wealth Management, Inc.
Industry Financial Services
Experience
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

Peter Lutts Peter Lutts Greater Boston Area Details
Peter Lutts's Cabot Money Management Experience April 2009 - October 2009
Job Sales Associate at Keller Willaims
Industry Real Estate
Experience
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

Catherine Bergeron Catherine Bergeron Salem, Massachusetts Details
Catherine Bergeron's Cabot Money Management Experience 1993 - 1998
Job Realtor at Century 21 North Shore
Industry Real Estate
Experience
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

Rick Chipouras Rick Chipouras Greater Boston Area Details
Rick Chipouras's Cabot Money Management Experience 2006 - 2006
Job CPA Candidate Actively Looking for a Position in Public Accounting.
Industry Accounting
Experience
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

Yoon-Hi King Yoon-Hi King Greater Boston Area Details
Yoon-Hi King's Cabot Money Management Experience 1999 - 1999
Job Chief Financial Officer at Lexington Christian Academy Lexington, MA
Industry Management Consulting
Experience
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

Lev Matusevich Lev Matusevich Greater Boston Area Details
Lev Matusevich's Cabot Money Management Experience November 2010 - February 2011
Job Direct Investment Accounting Analyst at HarbourVest Partners
Industry Financial Services
Experience
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.

Mikki L. Wilson Mikki L. Wilson Greater Boston Area Details
Mikki L. Wilson's Cabot Money Management Experience August 2011 - December 2011
Job Marketing and Business Development | Financial Services
Industry Financial Services
Experience
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

Peter Nicolas, CFA Peter Nicolas, CFA Greater Boston Area Details
Peter Nicolas, CFA's Cabot Money Management Experience June 2009 - September 2010
Job Senior VicePresident at Navellier and Associates
Industry Investment Management
Experience
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

Les Satlow, CFA, CFP® Les Satlow, CFA, CFP® Greater Boston Area Details
Les Satlow, CFA, CFP®'s Cabot Money Management Experience 2004 - 2011
Job Sr. Portfolio Manager & Director of Research at New England Investment and Retirement Group, Inc.
Industry Investment Management
Experience
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

Elizabeth Kronberg Elizabeth Kronberg Marblehead, Massachusetts Details
Elizabeth Kronberg's Cabot Money Management Experience March 1996 - March 2000
Job Owner at EAS Solutions
Industry Executive Office
Experience
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

Andy Lutts Andy Lutts Greater Boston Area Details
Andy Lutts's Cabot Money Management Experience 1986 - 1994
Job CEO at Net Atlantic, Inc.
Industry Internet
Experience
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

Catherine O'Neill, CPA Catherine O'Neill, CPA Greater Boston Area Details
Catherine O'Neill, CPA's Cabot Money Management Experience January 2012 - April 2012
Job Assurance Senior Associate at McGladrey,LLP
Industry Accounting
Experience
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

Jennifer Dunn, CFP® Jennifer Dunn, CFP® Greater Boston Area Details
Jennifer Dunn, CFP®'s Cabot Money Management Experience October 2006 - February 2009
Job Director at Windham Capital Management
Industry Financial Services
Experience
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

Joseph Marini Joseph Marini Greater Boston Area Details
Joseph Marini's Cabot Money Management Experience 1998 - 2004
Job VicePresident, Investment Advisor at TD Wealth Private Client Group
Industry Investment Management
Experience
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

Anthony Sutton Anthony Sutton Greater Boston Area Details
Anthony Sutton's Cabot Money Management Experience August 1995 - November 1998
Job Portfolio Manager at Redwood Investments
Industry Investment Management
Experience
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

Steven Abbiuso Steven Abbiuso Greater Boston Area Details
Steven Abbiuso's Cabot Money Management Experience November 1995 - November 2000
Job Senior Client Service Specialist at Eaton Vance
Industry Financial Services
Experience
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

Lee P. Ellwood CIMA® Lee P. Ellwood CIMA® Greater Boston Area Details
Lee P. Ellwood CIMA®'s Cabot Money Management Experience March 1999 - December 2001
Job Vice President Regional Director Morgan Stanley Smith Barney
Industry Financial Services
Experience
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

Matthew Galletta Matthew Galletta Boston, Massachusetts Details
Matthew Galletta's Cabot Money Management Experience 1997 - 1999
Job Head Trader at M.A. Weatherbie & Co., Inc
Industry Investment Management
Experience
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