Jim Gasparello

Jim Gasparello

Investment Committee Member at Cabot Wealth Management, Inc.

Finance
Consumer Services

Profile

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.

Jim Gasparello active positions

CompaniesPositionStart
Investment Committee Member 31/07/1996
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Training of Jim Gasparello

University of New Hampshire Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

15

1st degree connections

2

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Private companies1

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