Craig Goryl, Cfa

Craig Goryl, Cfa Email and Phone Number

Chief Investment Officer and Equity Portfolio Manager @ Cabot Wealth Management
Craig Goryl, Cfa's Location
Greater Boston, United States, United States
Craig Goryl, Cfa's Contact Details
About Craig Goryl, Cfa

I manage portfolios of global stocks (large and mid cap) for institutional clients and high net worth individuals. My goal is to build Cabot clients' wealth by finding and investing in high quality, undervalued companies. I do this through in-depth research of companies' current operations, potential, and risks. My approach to stock selection and portfolio construction aims to balance quality, valuation, and momentum. Three beliefs differentiate my equity research process:* Combining fundamental analysis with quantitative tools produces the best outcome* Avoiding psychological bias and behavioral traps is at least half the battle of investing * Primary research (e.g. customer interviews, unique data sources) provides valuable insight Specialties: global equity research, investment research, due diligence, financial analysis, portfolio management

Craig Goryl, Cfa's Current Company Details
Cabot Wealth Management

Cabot Wealth Management

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Chief Investment Officer and Equity Portfolio Manager
Craig Goryl, Cfa Work Experience Details
  • Cabot Wealth Management
    Chief Investment Officer And Senior Portfolio Manager
    Cabot Wealth Management Nov 2021 - Present
    Salem, Ma, Us
    Oversee Cabot's investment team and manage our Core equity portfolio, comprised of about 35 global large and mid cap stocks. I look for high quality, growing companies at reasonable valuations.
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  • Cabot Wealth Management
    Senior Portfolio Manager
    Cabot Wealth Management Jul 2013 - Nov 2021
    Salem, Ma, Us
    Responsible for managing Cabot's Core equity portfolios, comprised of global large and mid cap stocks. I look for high quality, growing, dividend-paying companies at reasonable valuations.
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  • Cabot Wealth Management
    Equity Analyst
    Cabot Wealth Management Sep 2011 - Jul 2013
    Salem, Ma, Us
    Performed global equity research across multiple industries for Cabot, a Registered Investment Adivsor (RIA). Analyzed various investment opportunities (stocks and ETFs), wrote buy/sell recommendations to PMs, produced thematic white papers, screened for new stock ideas, and assisted in the management of Cabot's equity portfolios.
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  • Gerson Lehrman Group
    Senior Research Manager
    Gerson Lehrman Group Jun 2009 - Sep 2011
    New York, Ny, Us
    Managed the Tech/Media/Telecom practice in Gerson Lehrman Group's (GLG) Boston office. GLG manages the world's largest network of industry experts, and makes those experts available for consultation to analysts and portfolio managers in the investment industry.
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  • Putnam Investments
    Equity Analyst - Us Media & Telecom
    Putnam Investments Jan 2006 - Dec 2008
    Boston, Massachusetts, Us
    Maintained investment coverage of 40-50 large cap US media and telecommunications stocks. Also managed a $100m global telecom portfolio in 2008, which outperformed its benchmark significantly. The telecom portfolio was part of a larger mutual fund, The Putnam Utilities Growth & Income Fund (since renamed.)
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  • Putnam Investments
    Research Associate, Global Equity Research & Global Core
    Putnam Investments Jan 2004 - Dec 2005
    Boston, Massachusetts, Us
    Junior analyst position working for portfolio managers and senior analysts. Made stock recommendations and maintained financial models.
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  • Putnam Investments
    Investment Associate, Global Core & Us Core
    Putnam Investments Mar 2001 - Dec 2003
    Boston, Massachusetts, Us
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  • Putnam Investments
    Corporate Actions Analyst
    Putnam Investments Jun 1999 - Feb 2001
    Boston, Massachusetts, Us
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Craig Goryl, Cfa Skills

Equity Research Investments Portfolio Management Equities Financial Analysis Valuation Financial Modeling Hedge Funds Asset Management Due Diligence Bloomberg Quantitative Analytics Alternative Investments Asset Allocation Telecommunications Media Media And Telecom

Craig Goryl, Cfa Education Details

  • Cornell University
    Cornell University
    Economics
  • Phillips Exeter Academy
    Phillips Exeter Academy
    Classical Diploma

Frequently Asked Questions about Craig Goryl, Cfa

What company does Craig Goryl, Cfa work for?

Craig Goryl, Cfa works for Cabot Wealth Management

What is Craig Goryl, Cfa's role at the current company?

Craig Goryl, Cfa's current role is Chief Investment Officer and Equity Portfolio Manager.

What is Craig Goryl, Cfa's email address?

Craig Goryl, Cfa's email address is go****@****nam.com

What is Craig Goryl, Cfa's direct phone number?

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What schools did Craig Goryl, Cfa attend?

Craig Goryl, Cfa attended Cornell University, Phillips Exeter Academy.

What are some of Craig Goryl, Cfa's interests?

Craig Goryl, Cfa has interest in Economic Empowerment.

What skills is Craig Goryl, Cfa known for?

Craig Goryl, Cfa has skills like Equity Research, Investments, Portfolio Management, Equities, Financial Analysis, Valuation, Financial Modeling, Hedge Funds, Asset Management, Due Diligence, Bloomberg, Quantitative Analytics.

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