Craig Goryl

Director de Inversiones en

Cabot Wealth Management, Inc.

Finance

Consumer Services

Commercial Services

Perfil

Mr. Craig E.
Goryl, CFA, is a Partner & Chief Investment Officer at Cabot Wealth Management, Inc. He oversees the investment team.
He also serves as Portfolio Manager of Cabot’s Growth & Income Strategy, a diversified equity portfolio that aims for moderate risk by focusing on quality companies trading at discounted valuations.
He joined Cabot in 2011 as an Equity Analyst responsible for finding, researching, and monitoring investment ideas across sectors and countries.
Prior to Cabot, Mr. Goryl worked at Gerson Lehrman Group managing primary research products for institutional investors, and at Putnam Investments in various positions, including equity analyst.
He holds a Bachelor of Arts degree in Economics from Cornell University.
He is a CFA Charterholder and a CFA Society Boston member.

Cargos activos de Craig Goryl

Empresas	Cargo	Inicio
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.	Director de Inversiones	01/11/2021

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Empresas	Cargo	Fin
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.	Analyst-Equity	30/06/2009
Gerson Lehrman Group, Inc. Gerson Lehrman Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides membership network for professional learning and expertise	Corporate Officer/Principal	-

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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
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.	Finance
Cornell University Cornell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Gerson Lehrman Group, Inc. Gerson Lehrman Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides membership network for professional learning and expertise	Commercial Services