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Craig Goryl
Direttore degli Investimenti presso
Cabot Wealth Management, Inc.
Profilo
Mr. Craig E.
Goryl, CFA, is a Partner & Chief Investment Officer at Cabot Wealth Management, Inc. He oversees the investment team.
He also serves as Portfolio Manager of Cabot’s Growth & Income Strategy, a diversified equity portfolio that aims for moderate risk by focusing on quality companies trading at discounted valuations.
He joined Cabot in 2011 as an Equity Analyst responsible for finding, researching, and monitoring investment ideas across sectors and countries.
Prior to Cabot, Mr. Goryl worked at Gerson Lehrman Group managing primary research products for institutional investors, and at Putnam Investments in various positions, including equity analyst.
He holds a Bachelor of Arts degree in Economics from Cornell University.
He is a CFA Charterholder and a CFA Society Boston member.
Posizioni attive di Craig Goryl
| Società | Posizione | Inizio |
|---|---|---|
Cabot Wealth Management, Inc.
 Cabot Wealth Management, Inc. Investment ManagersFinance CWM uses an active approach to portfolio management to customize strategies based on the needs of their clients. As active managers, they adjust their strategies based on market conditions and as their clients’ goals change. Tehe firm’s in-house team of equity and fixed-income portfolio managers work closely with their advisory team to develop well-balanced investment strategies. | Direttore degli Investimenti | 01/11/2021 |
Precedenti posizioni note di Craig Goryl
| Società | Posizione | Fine |
|---|---|---|
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Analyst-Equity | 30/06/2009 |
Gerson Lehrman Group, Inc.
 Gerson Lehrman Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides membership network for professional learning and expertise | Corporate Officer/Principal | - |
Formazione di Craig Goryl
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
89
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Cabot Wealth Management, Inc.
Cabot Wealth Management, Inc. Investment ManagersFinance CWM uses an active approach to portfolio management to customize strategies based on the needs of their clients. As active managers, they adjust their strategies based on market conditions and as their clients’ goals change. Tehe firm’s in-house team of equity and fixed-income portfolio managers work closely with their advisory team to develop well-balanced investment strategies. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Gerson Lehrman Group, Inc.
Gerson Lehrman Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides membership network for professional learning and expertise | Commercial Services |
