Jim Gasparello

Membre du Comité d'Investissement chez Cabot Wealth Management, Inc.

Profil

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.

Postes actifs de Jim Gasparello

Sociétés	Poste	Début
Cabot Wealth Management, Inc.	Membre du Comité d'Investissement	01/08/1996

Formation de Jim Gasparello

University of New Hampshire

Undergraduate Degree