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Rob Lutts
Amministratore Delegato presso Cabot Wealth Management, Inc.
Posizioni attive di Rob Lutts
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Amministratore Delegato | 01/01/1983 | - |
Fondatore | 01/01/1983 | - | |
Gestore di Portafoglio-Azioni | 01/01/1983 | - | |
Presidente | 01/01/1983 | - | |
Direttore degli Investimenti | 01/01/1983 | 01/11/2021 | |
Membro del Comitato di Investimento | 01/01/1983 | 01/11/2021 | |
Responsabile della banca privata | 01/01/1983 | 01/11/2021 |
Storia della carriera di Rob Lutts
Precedenti posizioni note di Rob Lutts
Società | Posizione | Inizio | Fine |
---|---|---|---|
Amherst Associates, Inc. | Corporate Officer/Principal | - | - |
Formazione di Rob Lutts
Babson College | Undergraduate Degree |
University of Massachusetts | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Founder | 1 |
Settori
Consumer Services | 3 |
Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
---|---|
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 |
Amherst Associates, Inc. |
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