Rob Lutts
Chief Executive Officer at Cabot Wealth Management, Inc.
Rob Lutts active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Chief Executive Officer | 1982-12-31 | - |
Founder | 1982-12-31 | - | |
Portfolio Manager-Equities | 1982-12-31 | - | |
President | 1982-12-31 | - | |
Chief Investment Officer | 1982-12-31 | 2021-10-31 | |
Investment Committee Member | 1982-12-31 | 2021-10-31 | |
Head of Private Banking | 1982-12-31 | 2021-10-31 |
Career history of Rob Lutts
Former positions of Rob Lutts
Companies | Position | Start | End |
---|---|---|---|
Amherst Associates, Inc. | Corporate Officer/Principal | - | - |
Training of Rob Lutts
University of Massachusetts | Masters Business Admin |
Babson College | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Founder | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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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. |
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