Profil
Ms. Sonia L.
Ernst is a Managing Partner & Manager of Trading & Operation at Cabot Wealth Management, Inc. As a Managing Partner, she plays an integral role in developing and implementing the strategic goals of Cabot Wealth Management, Inc. Ms. Ernst places an emphasis on optimizing day-to-day efficiencies through internal controls and risk management within our highly regulated industry.
With over two decades at Cabot, her expertise lies across various business functions including operational workflows, trading, technology, budgeting, reporting, human resources, benefits administration, and general office management.
Ms. Ernst is directly involved in policy, planning, and strategy decisions.
She graduated from Bryant College (now Bryant University) with a Bachelor of Science degree in Business Administration, and a focus in Computer Information Systems.
Postes actifs de Sonia Ernst
| Sociétés | Poste | Début |
|---|---|---|
Cabot Wealth Management, Inc.
Cabot Wealth Management, Inc. Investment ManagersFinance CWM uses an active approach to portfolio management to customize strategies based on the needs of their clients. As active managers, they adjust their strategies based on market conditions and as their clients’ goals change. Tehe firm’s in-house team of equity and fixed-income portfolio managers work closely with their advisory team to develop well-balanced investment strategies. | Trading-Equity | 01/01/2000 |
Formation de Sonia Ernst
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Cabot Wealth Management, Inc.
Cabot Wealth Management, Inc. Investment ManagersFinance CWM uses an active approach to portfolio management to customize strategies based on the needs of their clients. As active managers, they adjust their strategies based on market conditions and as their clients’ goals change. Tehe firm’s in-house team of equity and fixed-income portfolio managers work closely with their advisory team to develop well-balanced investment strategies. | Finance |
Bryant University
Bryant University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















