Profiel
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.
Actieve functies van Sonia Ernst
| 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. | Trading-Equity | 01-01-2000 |
Opleiding van Sonia Ernst
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
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 |
Bryant University
Bryant University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















