Jim Gasparello
Membro del Comitato di Investimento presso Cabot Wealth Management, Inc.
Profilo
Mr. James M.
Gasparello is a Managing Partner & Director of Wealth Management at Cabot Wealth Management, Inc. He oversees firm’s wealth management services division.
His primary focus is helping clients develop an appropriate asset allocation strategy and working directly with those clients to guide them while monitoring and evaluating their strategy in light of their financial goals and needs.
He leads firm's team of trusted advisors and works closely with other members of the firm team.
He also works with other professionals to provide clients with comprehensive wealth management services, including tax planning and preparation, estate planning, retirement planning, and risk management strategies.
He is also a member of firm’s Investment Policy committee.
He has worked in the financial services industry for over 25 years.
He is also an active member of the Museum of Fine Arts.
He holds a Bachelor of Arts degree in Psychology from the University of New Hampshire.
Posizioni attive di Jim Gasparello
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. | Membro del Comitato di Investimento | 01/08/1996 |
Formazione di Jim Gasparello
University of New Hampshire | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
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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