Jim Gasparello

Jim Gasparello

Miembro del Comité de Inversión en Cabot Wealth Management, Inc. .

Finance
Consumer Services

Perfil

Mr. James M.
Gasparello is a Managing Partner & Director of Wealth Management at Cabot Wealth Management, Inc. He oversees firm’s wealth management services division.
His primary focus is helping clients develop an appropriate asset allocation strategy and working directly with those clients to guide them while monitoring and evaluating their strategy in light of their financial goals and needs.
He leads firm's team of trusted advisors and works closely with other members of the firm team.
He also works with other professionals to provide clients with comprehensive wealth management services, including tax planning and preparation, estate planning, retirement planning, and risk management strategies.
He is also a member of firm’s Investment Policy committee.
He has worked in the financial services industry for over 25 years.
He is also an active member of the Museum of Fine Arts.
He holds a Bachelor of Arts degree in Psychology from the University of New Hampshire.

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Miembro del Comité de Inversión 01/08/1996
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Formación de Jim Gasparello.

University of New Hampshire Undergraduate Degree

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