Cabot Wealth Management Employee Directory

Financial ServicesUnited States11-50 Employees

Founded in 1983, Cabot Wealth Management is an independent firm that provides individuals, family groups, businesses, and foundations and charities with professional wealth management services. We combine the traditions and values of a privately-owned business with advanced thinking on global and economic developments. We understand that selecting a wealth manager is one of the most important decisions you will have to make. Each client faces a very different set of challenges, depending on their life stage. We strive to help you meet those challenges.

Find Cabot Wealth Management employees' phone numbers or email addresses

Cabot Wealth Management Global Highlights

North America
30

United States Of America
30

Cabot Wealth Management's Leadership

C. G.
Chief Investment Officer And Senior Portfolio Manager
Mobile Phone
Email
P. C.
Partner, Fixed Income Portfolio Manager
Mobile Phone
Email
T. S.
Partner, Senior Wealth Advisor
Mobile Phone
Email
G. S.
President/Managing Partner
Mobile Phone
Email
J. G.
Principal And Director Of Wealth Management
Mobile Phone
Email
P. N.
Director Of Institutional Sales
Mobile Phone
Email
C. D.
Portfolio Manager
Mobile Phone
Email
S. O. D.
Senior Tax Manager
Mobile Phone
Email

Cabot Wealth Management Employee Metrics

100%

50%

0%

2025

2024

Finance
Operations
Analytics
Support
Administrative
Other
Marketing
Sales

Contact profiles from Cabot Wealth Management

Name

Title

Contact Info

Location

Last Update

B. O.
Representative
Mobile Phone
Email
United StatesFlorida
Jul 20, 2025
K. B.
Client Support Specialist
Mobile Phone
Email
United StatesMassachusetts
Sep 10, 2025
C. K.
Marketing/Operations Assistant
Mobile Phone
Email
United StatesMassachusetts
Aug 11, 2025
S. R.
Tax Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 26, 2025
A. B.
Information Technology Professional
Mobile Phone
Email
Jul 09, 2024
J. P.
Executive Assistant
Mobile Phone
Email
United StatesMassachusetts
Oct 22, 2024
L. C.
Client Service Specialist
Mobile Phone
Email
Oct 17, 2024
C. H.
Mobile Phone
Email
Jul 12, 2023
E. B.
Mobile Phone
Email
Jul 13, 2023

Frequently Asked Questions

What is Cabot Wealth Management known for?

Cabot Wealth Management was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 216 Essex Street, Salem, MA 01970, US; you can contact the main corporate office by phone at

+1-978-745-****

. Explore Cabot Wealth Management's company overview page for more information.

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

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?

Cabot Wealth Management has approximately 16 employees as of October 2025. These team members are located across 1 continents, including North America.

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

As of October 2025, Cabot Wealth Management's key employees include:

Chief Investment Officer And Senior Portfolio Manager: C. G.
Partner, Fixed Income Portfolio Manager: P. C.
Partner, Senior Wealth Advisor: T. S.
President/Managing Partner: G. S.
Principal And Director Of Wealth Management: J. G.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking