![Greg Stevens](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mr. Greg A. Stevens is a Managing Partner & President 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, Mr. Stevens worked at Putnam Investments.
He holds a degree from the University of New Hampshire.
Actieve functies van Greg Stevens
| Bedrijven | Functie | Begin |
|---|---|---|
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. | President | 01-01-2024 |
Opleiding van Greg Stevens
Ervaring
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Beursgenoteerde bedrijven
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2
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
University of New Hampshire
 University of New Hampshire Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
