We are pleased to recognize and highlight the newest members of the Cabot Wealth Management team.
Richard Moquin, EA, MST | Senior Tax Planning Advisor
Rick is the newest member of our growing Wealth Management team and will work directly with clients to optimize tax planning as well as develop and analyze solutions related to estate planning and estate tax issues. Rick received his bachelor of science degree in Business Administration from SUNY Empire State College and his Masters in Taxation from Taft University. Prior to joining Cabot, Rick was the Assistant Vice President and Tax Officer at Cambridge Trust Company. Rick has over 30 years of taxation experience with a heavy emphasis on tax preparation for retirement and investment management accounts, trusts and estates, private foundations and individuals and gift tax returns for high-net-worth individuals.
Pedro Palandrani ‘18G | Research Intern
Pedro joined Cabot Wealth Management as a research intern and is working directly with our president and chief investment officer, Rob Lutts, on his next investment book. Pedro is responsible for performing research on investment cycles and summarizing key data and his findings. Pedro is finishing his Master of Business Administration degree at Salem State University and will graduate in May 2018.
Anthony Morose ‘17 | Tax Intern
Anthony joined the Cabot tax team this year as he prepares for graduation in May. Anthony is a hardworking, full-time student at Salem State University and is majoring in Business Administration with a concentration in Accounting. Anthony feels confident that this internship opportunity combined with rigorous classwork has provided him with a wealth of irreplaceable knowledge and experience, both inside and outside of the workplace.