Taylor Haselgard

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Consumer Services

Profile

Taylor Jameson Haselgard worked as a Portfolio Manager at Cribstone Capital Management LLC from 2018 to 2021.
Mr. Haselgard worked as a Portfolio Manager at Cabot Wealth Management, Inc. from 2023 to 2024.
Mr. Haselgard earned an MBA from Babson College in 2018 and an undergraduate degree from the University of Massachusetts Lowell in 2011.

Former positions of Taylor Haselgard

Companies	Position	End
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.	Portfolio Manager-Equities	2024-07-31
Cribstone Capital Management LLC Cribstone Capital Management LLC Investment ManagersFinance Cribstone constructs and implements diversified investment portfolios, across multiple asset classes that depend on each individual client’s goals and risk tolerance. They use fundamental analysis and is applied on both a “top-down” and “bottoms-up” approach. The firm conducts an overall evaluation of the general economy from a top-down perspective. Cribstone develops both short- and long-term economic views, factoring in geopolitical and macroeconomic uncertainties that will impact certain segments of the economy—such as cyclical sectors like basic materials or financials—as well as geographic segments—such as Europe or Emerging Markets.	Portfolio Manager-Equities	2021-10-11

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Private companies	4
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
Babson College Babson College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Massachusetts Lowell University of Massachusetts Lowell Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cribstone Capital Management LLC Cribstone Capital Management LLC Investment ManagersFinance Cribstone constructs and implements diversified investment portfolios, across multiple asset classes that depend on each individual client’s goals and risk tolerance. They use fundamental analysis and is applied on both a “top-down” and “bottoms-up” approach. The firm conducts an overall evaluation of the general economy from a top-down perspective. Cribstone develops both short- and long-term economic views, factoring in geopolitical and macroeconomic uncertainties that will impact certain segments of the economy—such as cyclical sectors like basic materials or financials—as well as geographic segments—such as Europe or Emerging Markets.	Finance