Rob Lutts
Directeur Général chez Cabot Wealth Management, Inc.
Postes actifs de Rob Lutts
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Directeur Général | 01/01/1983 | - |
Fondateur | 01/01/1983 | - | |
Gestionnaire de Portefeuille-Actions | 01/01/1983 | - | |
President | 01/01/1983 | - | |
Directeur en chef des Investissements | 01/01/1983 | 01/11/2021 | |
Membre du Comité d'Investissement | 01/01/1983 | 01/11/2021 | |
Responsable de la banque privée | 01/01/1983 | 01/11/2021 |
Historique de carrière de Rob Lutts
Anciens postes connus de Rob Lutts
Sociétés | Poste | Début | Fin |
---|---|---|---|
Amherst Associates, Inc. | Corporate Officer/Principal | - | - |
Formation de Rob Lutts
University of Massachusetts | Masters Business Admin |
Babson College | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Founder | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 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. |