![Bo Tang](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profilo
Mr. Bo Tang, CFA MBA, is a Research Analyst at Cabot Wealth Management, Inc. He works with the Investment Management team to research investments for Cabot’s Growth and Income strategies.
Before joining Cabot in 2020, he previously held positions in trading and operations at Fidelity Investments and State Street Global Advisors.
He received his undergraduate degree from Carnegie Mellon University and an MBA from Boston University.
He is a member of the Boston Security Analysts Society (BSAS) and is a CFA charter holder.
Posizioni attive di Bo Tang
Società | Posizione | Inizio |
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Cabot Wealth Management, Inc.
![]() Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Analyst-Equity | 01/07/2020 |
Formazione di Bo Tang
Boston University | Masters Business Admin |
Carnegie Mellon University | Undergraduate Degree |
Esperienze
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Aziende connesse in 1º grado
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Aziende private | 1 |
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Cabot Wealth Management, Inc.
![]() Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Finance |
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