Cabot Wealth Management logo

Cabot Wealth Management Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Cabot Wealth Management is an independent financial services firm headquartered at 216 Essex Street, Salem, Massachusetts 01970, United States, offering professional wealth management to individuals, families, businesses, foundations, and charities. Founded in 1983, the firm blends privately owned business traditions with forward-looking analysis of global and economic developments. The company emphasizes tailored wealth management strategies that address clients' varying life-stage challenges. The organization employs 11 to 50 people. Greg Stevens, CFP, was named president effective January 1, 2024. Reported annual revenue is in the range of $10 million to $25 million.

Find Cabot Wealth Management employees' phone numbers or email addresses

Cabot Wealth Management Global Highlights

Location
Employees

North America
30

Minus sign iconPlus sign icon
  • United States Of America
    30

Cabot Wealth Management's Leadership

  • Stylized image of a person
    A. B.
    Information Technology Professional
    Phone icon
  • Stylized image of a person
    L. C.
    Client Service Specialist
    Phone icon
  • Stylized image of a person
    C. H.
    Phone icon
  • Stylized image of a person
    E. B.
    Phone icon

Cabot Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Operations
  • Analytics
  • Support
  • Administrative
  • Other
  • Marketing
  • Sales
  • Banking
  • Business
  • Accounting

Contact profiles from Cabot Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. B.
    Information Technology Professional
    Phone icon
    Apr 11, 2024
  • Stylized image of a person
    L. C.
    Client Service Specialist
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    C. H.
    Phone icon
    Jul 12, 2023
  • Stylized image of a person
    E. B.
    Phone icon
    Jul 13, 2023

Frequently Asked Questions

What is Cabot Wealth Management known for?

Minus sign iconPlus sign icon
Cabot Wealth Management was founded in 1983 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Cabot Wealth Management's company overview page for more information.

What is Cabot Wealth Management's most common email format?

Minus sign iconPlus sign icon
Cabot Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cabot Wealth Management email formats with LeadIQ.

How many employees does Cabot Wealth Management have currently?

Minus sign iconPlus sign icon
Cabot Wealth Management has approximately 15 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Cabot Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Cabot Wealth Management's key employees include:

  • Information Technology Professional: A. B.
  • Client Service Specialist: L. C.
  • : C. H.
  • : E. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.