MOORS & CABOT, INC.
BOSTON, MA

Moors & Cabot, Inc., based in Boston, Massachusetts, is a distinguished wealth management and investment firm founded in 1890 by John F. Moors and Charles Cabot. Specializing in financial planning, risk management, futures investing, and financial advising, the company has stood out for its personalized approach to client relationships over its 125-year history. The firm's philosophy centers on building close, trusting relationships with its clients to align their personal financial objectives with effective wealth management solutions. This tradition of maintaining a personalized service model is further underscored by its commitment to remaining a privately owned business rather than expanding into larger public companies. Moors & Cabot prides itself on offering independent and unbiased investment advice without the influence of proprietary products, ensuring that client interests are prioritized above all else. Key leadership figures include Mark, who brings extensive experience in operations and strategy including roles at Accenture LLC and ERI, serving also in professional organizations like YPO and SIFMA. Michael Braun, who oversees IT, operation, insurance, HR, among other departments, contributes over three decades of leadership experience from reputable firms including Fidelity Management. Moors & Cabot's reputation for trustworthiness was highlighted when it was invited to ring the closing bell at the New York Stock Exchange in celebration of its 125th-anniversary. The firm manages assets for thousands nationwide through its Boston headquarters and branch offices, offering a comprehensive range of financial services that cover investment management, insurance consulting, banking, and equity trading. With an ethos emphasizing dedication to client-focused service backed by strong industry leadership and strategic affiliations, Moors & Cabot continues to be recognized as a leading institution in the field of full-service wealth management.