Rob Lutts
Vorstandsvorsitzender bei Cabot Wealth Management, Inc.
Ursprung des Netzwerks ersten Grades von Rob Lutts
Einheit | Art der Einheit | Industrie | |
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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.
15
| Private Company | Investment Managers | 15 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Rob Lutts
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Boston University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree | |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
Cribstone Capital Management LLC
Cribstone Capital Management LLC Investment ManagersFinance Cribstone Capital Management LLC (Cribstone) is a registered investment advisor and wealth management firm headquartered in Augusta, Maine. The firm was founded by Scott E. Upham in 2015. In 2022, they were acquired by EP Wealth Advisors LLC, a portfolio company of EPWA, Inc. Cribstone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, endowments, foundations, corporations and business entities. | Investment Managers | Portfolio Manager-Equities | |
Rutabaga Capital Management LLC
Rutabaga Capital Management LLC Investment ManagersFinance Rutabaga Capital Management LLC (Rutabaga) is an independent investment advisory firm headquartered in Cambridge, Massachusetts. The firm was founded by Peter C. Schliemann in 1999. Rutabaga provides discretionary investment management services to institutional clients, which includes corporations, pensions, endowments, profit-sharing plans, mutual funds, private investment funds, trust programs and charitable organizations. | Investment Managers | Analyst-Equity | |
Bryant University | College/University | Undergraduate Degree | |
Gerson Lehrman Group, Inc.
Gerson Lehrman Group, Inc. Miscellaneous Commercial ServicesCommercial Services Gerson Lehrman Group, Inc. provides membership network for learning and expertise. The firm promotes knowledge exchange through conversations, small group convenings, mentorships, surveys, and other interactions with its network of experts. The company was founded by Alexander Saint-Amand, Thomas D. Lehrman, and Mark Gerson in 1998 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
Babson College | College/University | Masters Business Admin | |
Stetson University | College/University | Undergraduate Degree | |
INVESCO PLC (CAN) | Investment Managers | Corporate Officer/Principal | |
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree | |
Pace University | College/University | Undergraduate Degree | |
Zacks Investment Research, Inc. (Small Cap Research) | Investment Managers | Analyst-Equity | |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Corporate Officer/Principal | |
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
EF Hutton Group
EF Hutton Group Investment Banks/BrokersFinance EF Hutton Group (EF Hutton) is an independent broker/dealer firm headquartered in New York City. The firm was founded in 2020 as Kingswood Capital Markets and rebranded to EF Hutton Group in 2021. EF Hutton offers an international suite of proprietary and customized solutions within the public and private investment banking, middle and emerging growth markets. | Investment Banks/Brokers | Analyst-Equity | |
Lafayette College | College/University | Undergraduate Degree | |
Appleton Partners, Inc.
Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers. | Investment Managers | Analyst-Fixed Income | |
Kellogg School of Management | College/University | Masters Business Admin | |
Cobblestone Capital Advisors LLC
Cobblestone Capital Advisors LLC Investment ManagersFinance Cobblestone Capital Advisors LLC (Cobblestone) is an independent wealth management firm and registered investment advisor Headquartered in Rochester, New York. The firm was founded by Paul E. Adornato in 1998. Cobblestone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private funds, and corporations and other business entities. | Investment Managers | Head-Equity Investments | |
Redwood Investments LLC
Redwood Investments LLC Investment ManagersFinance Redwood Investments LLC (Redwood) is a SEC-registered investment advisor headquartered in Newton, Massachusetts. The firm was founded in 2004 by Jennifer Silver and Michael Mufson. In 2024, they were acquired by Alger Group Holdings LLC, a wholly owned subsidiary of Alger Associates, Inc. Redwood manages taxable and non-taxable equity investment portfolios for institutional clients worldwide. | Investment Managers | Analyst-Equity | |
Merrimack College | College/University | Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Masters Business Admin | |
Monmouth University | College/University | Undergraduate Degree | |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Corporate Officer/Principal | |
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Investment Managers | Analyst-Equity | |
Take Command Insurance Agency, Inc.
Take Command Insurance Agency, Inc. Life/Health InsuranceFinance Take Command Insurance Agency LLC engages in providing health insurance services. The company was founded by Jack Hooper and Matthew H. Mcphail in 2014 and is headquartered in Dallas, TX. | Life/Health Insurance | Founder | |
Sentinel Pension Advisors, Inc.
Sentinel Pension Advisors, Inc. Investment ManagersFinance Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program. | Investment Managers | Chief Investment Officer | |
Krannert School of Management | College/University | Undergraduate Degree | |
University of Bradford | College/University | Masters Business Admin | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
Putnam U.S. Holdings I LLC
Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
TERADYNE INC. | Electronic Production Equipment | Corporate Officer/Principal | |
Rensselaer Polytechnic Institute | College/University | Undergraduate Degree | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
The Johns Hopkins University | College/University | Graduate Degree | |
University of Massachusetts Lowell | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 45 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 25 |
Consumer Services | 20 |
Commercial Services | 2 |
Electronic Technology | 2 |
Operativ
Portfolio Manager-Equities | 17 |
Undergraduate Degree | 15 |
Analyst-Equity | 13 |
Corporate Officer/Principal | 11 |
Masters Business Admin | 7 |