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About Gregory A. Stevens of CABOT WEALTH

Gregory A. Stevens is Principal, Cco at Cabot Wealth Management Inc and has been affiliated with Cabot Wealth Management Inc since August-2010.

Cabot Wealth Management Inc is an investment advisor that manages 552.8 MM dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions. The managers's latest filing has disclosed 380MM in positions, which represents 69% of the manager's regulatory AUM.

For more on Cabot Wealth Management Inc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -1.8%/yr

Co-workers of Gregory A. Stevens at CABOT WEALTH

Name Title In Position Since
Robert T. Lutts President & Chief Investment Officer,Owner September-1983
Sonia L. Ernst Principal & Manager Of Operations And Trading January-2006
James M. Gasparello Principal & Senior Financial Counselor January-2006

CABOT WEALTH Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HDB 3.27921% Financials 4.82% 7.25% -0.04% 0 7%
GLD 2.94402% ETF -4.49% 2.55% -0.15% 0 19%
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Gregory A. Stevens Office Address

SALEM, Massachusetts

Gregory A. Stevens Contact Information

Phone Number: 978-745-9233
Fax Number: 978-744-3109



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