Jim Gasparello

Jim Gasparello

Membro del Comitato di Investimento presso Cabot Wealth Management, Inc.

Finance
Consumer Services

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

SocietàPosizioneInizio
Membro del Comitato di Investimento 01/08/1996
Tutte le posizioni attive di Jim Gasparello

Formazione di Jim Gasparello

University of New Hampshire Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Jim Gasparello

Relazioni

15

Relazioni di 1° grado

2

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private1

Finance

Vedi le connessioni aziendali
  1. Borsa valori
  2. Insiders
  3. Jim Gasparello