Greg Alan Stevens
President at Cabot Wealth Management, Inc.
Profile
Mr. Greg A.
Stevens is a President & Managing Director at Cabot Wealth Management, Inc. He is responsible for providing financial planning and investment advisory services to a select group of clients and family groups.
As president of the firm, He works with the other managing partners to ensure that our team offers a consistently high level of service to all Cabot clients.
He also acts as Cabot's Chief Compliance Officer.
Prior to joining Cabot, He worked at Putnam Investments.
He holds a degree from the University of New Hampshire.
Greg Alan Stevens active positions
Companies | Position | Start |
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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. | President | 2023-12-31 |
Training of Greg Alan Stevens
University of New Hampshire | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 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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