Staff Biographies

Rob Lutts serves as President and Chief Investment Officer for Cabot Money Management, Inc. He received his MBA degree in investments and finance from the University of Massachusetts in Amherst and his bachelor of science degree in finance and management from Babson College. He is head of the company’s Investment Policy Committee and oversees a select group of client accounts. Rob has taken a strong interest in global research, particularly China and India, and emerging markets in general. He is a regular contributor on CNBC, Bloomberg, and FOX Business News. He has also been quoted in leading publications, such as The New York Times, The Wall Street Journal and Barron’s.

In addition to his business pursuits, Rob is active in many community organizations, including serving as 2013 Chair of the North Shore Chamber of Commerce, Chair of Trustees of North Shore YMCA, Trustee of the National YMCA Retirement Fund, member of Salem Retirement Board, and member of the board of Partners Healthcare System Corporation. He is also the president of the Salem State University Foundation (2010 - 2013). back to top

Jim Gasparello oversees Cabot'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. Jim also leads Cabot's team of financial counselors and works closely with other members of the Cabot team as well as other professionals to provide a select group of clients with comprehensive wealth management services, including tax planning and preparation, estate planning, retirement planning, and risk management strategies.

In addition to his client work, Jim is also a member of Cabot's Investment Policy committee.  He holds a Bachelor of Arts degree in psychology from the University of New Hampshire and has worked in the financial services industry for over 15 years. Jim is also an active member of the Museum of Fine Arts and the Salem and North Shore Chambers of Commerce. back to top

Steven Davis is responsible for tax preparation and planning services for clients of Cabot Money Management, Inc. His primary focus is assisting clients in making decisions that help achieve their overall financial goals and objectives while minimizing the tax consequences.

Steve received his Bachelor of Science degree in accounting from Fitchburg State College and his Masters degree in taxation from Suffolk University. He is also a graduate of the National Tax Practice Institute, a training program administrated by the National Association of Enrolled Agents, and is a member of both the Massachusetts and National Associations of Enrolled Agents. Mr. Davis has over 20 years of taxation experience with individuals and closely held businesses. Prior to joining Cabot, he worked in Boston as a senior tax manager for American Express Tax & Business Services, Inc., and a tax accountant for Nutter, McClennen & Fish, LLP. back to top

Greg Stevens is a Certified Financial Planner^® and a Chartered Retirement Plans Specialist^SM. He is responsible for providing financial planning and investment advisory services to clients of Cabot Money Management, Inc. and also acts as the firm's corporate retirement plan specialist. In addition, Greg is responsible for assisting individuals' transition into retirement by providing cash flow analysis, asset allocation and tax minimization strategies. He holds a Bachelor of Arts degree in economics from the University of New Hampshire. Prior to joining Cabot, Greg worked at Putnam Investments. back to top

Tom Vautin develops comprehensive and customized financial planning strategies for Cabot clients with a focus on tax, estate, and investment planning. He holds a Bachelor of Arts degree in economics and an MBA from the University of Rochester. Prior to joining Cabot, Tom worked in the Private Banking group of JPMorgan. Tom is a Certified Financial Planner^® practitioner and is a member of the Massachusetts chapter of the Financial Planning Association. He is a CPA and also a CFA charterholder and a member of the Boston Security Analysts Society. back to top

Tim Moore is responsible for directing Cabot's core equity strategy and the stock dividend total return strategy.  He also provides extensive fundamental analyst coverage for our equity holdings. He focuses on opportunities in both developed and emerging markets around the world. Tim earned a Bachelor of Science degree, with magna cum laude honors, in Business Administration with a Finance concentration from Boston University. He also holds an MBA from the Kellogg School of Management at Northwestern University, where he majored in Finance, Management & Strategy, Entrepreneurship and Marketing. Tim began his investment career in 2000 covering REITS in Sydney, Australia, at BNP Paribas. He also brings an additional three years of equity research experience covering US names for the top-ranked Institutional Investor sellside analyst before his MBA studies. Prior to Cabot, he spent over four years at Invesco/Aim Investments on the International Growth Team covering European and Canadian stocks. Tim is a CFA ^® charterholder and a member of the Boston Security Analysts Society. back to top

William Larkin is responsible for managing Cabot's fixed-income portfolios. He is a member of the company's Investment Policy Committee and works in conjunction with Cabot's Chief Investment Officer to implement the firm's fixed-income and model portfolio strategies. He has appeared on CNBC, Bloomberg Radio and TV and Fox News. Bill has also been quoted in several publications such as the Wall Street Journal, Chicago Tribune, USA Today, Dow Jones MarketWatch, Reuters and The Christian Science Monitor. He earned his undergraduate degree in business from Merrimack College, studied economics at Suffolk University and holds an MBA from the University of Bradford. Mr. Larkin's financial background spans more than two decades with a work history that includes some of the Boston area's largest financial institutions including State Street Bank and Trust, Putnam Investments and John Hancock Advisors. back to top

Dennis Wassung is responsible for managing growth equity portfolios, and identifying and monitoring those companies that are well-positioned to take advantage of growth opportunities throughout the globe and in the areas of the emerging markets and alternative energy in particular. Prior to Cabot, he spent eight years as an equity research analyst at Canaccord Adams (formerly Adams Harkness & Hill) in Boston, covering growth stocks in a range of global technology and industrial sectors. He is a frequent contributor to the financial media, including CNBC and Fox Business News. Dennis graduated from Rensselaer Polytechnic Institute in New York and obtained his bachelor of science in mechanical engineering, cum laude. He also holds an MBA from the University of Southern California's Marshall School of Business, and is a CFA^® charterholder. back to top

Suzanne Carella provides direct support to our trading and operations manager. As an operations and trading associate, she works closely with the portfolio management team to effect best execution for trades. Suzanne's responsibilities include assisting in trade order creation and execution, account reconciliation, researching and processing corporate actions as well as identifying and implementing system automation functions. She holds a Bachelor of Science in Business Administration from Merrimack College. Prior to joining Cabot, Suzanne began her career at Putnam Investments where she worked for eight years. She held various roles including client servicing, reconciliation, and performance reporting and analysis. She has also worked with State Street Global Advisors and BTS Asset Management. back to top

Anne Boris works as a liaison between the financial counselors and Cabot clients. Anne has an extensive administrative background and her primary responsibility is to maintain and deliver the highest level of service and quality to Cabot clients. Anne holds a Bachelor of Arts degree from Tufts University and worked in the office supply industry before joining Cabot. back to top

Natalie Rubel works collaboratively with Cabot’s financial counselors in order to deliver high quality service and provide guidance and solutions to fulfill clients’ needs. Natalie has a strong background in both client service and compliance within the financial services industry and is licensed with FINRA Series 7, 63, 9, and 10. Prior to joining Cabot, Natalie worked in Boston at Charles Schwab & Co., Inc. and LPL Financial. She is a graduate of Connecticut College with a Bachelor of Arts degree in Economics and a minor in Sociology. back to top

Shirley Ogiba started with Cabot as a receptionist and now assists in our general office management. She is responsible in assisting in everyday office administration and our accounts payable and receivable. Shirley helps in providing the office staff with employee relations as well as benefits administration support. Prior to Cabot, Shirley was employed with Wise International in the Traffic/Accounting Department for ten years. back to top