J. Michael Messineo
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J. Michael Messineo Email & Phone Number

Operations and Client Services Associate at Cabot Wealth Management
Location: Boston, Massachusetts, United States 9 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Operations and Client Services Associate
Location
Boston, Massachusetts, United States
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Who is J. Michael Messineo? Overview

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Quick answer

J. Michael Messineo is listed as Operations and Client Services Associate at Cabot Wealth Management, a with 15 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for J. Michael Messineo.

J. Michael Messineo previously worked as Client Services Representative at Mfs Investment Management and Investment Research Intern at Nexpoint. J. Michael Messineo holds Bachelor Of Science - Bs, Finance, General from Providence College.

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Email format at Cabot Wealth Management

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Cabot Wealth Management

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Profile bio

About J. Michael Messineo

Throughout my current and previous positions, I have proven my ability to work independently and as part of a team. I have acquired a considerable number of skills through my education and work experiences. I have shown dedication, exhibiting leadership skills, organization, and a positive attitude. I am eager and motivated to excel. The skills, organizational abilities, and attention to detail I have developed have provided me with the confidence and ability to succeed.

Current workplace

J. Michael Messineo's current company

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Cabot Wealth Management
Cabot Wealth Management
Operations and Client Services Associate
Boston, MA, US
Website
Employees
15
AeroLeads page
9 roles

J. Michael Messineo work experience

A career timeline built from the work history available for this profile.

Investment Research Intern

Dallas, Texas, United States

At NexPoint:- I assisted in conducting comprehensive investment research, encompassing both quantitative and qualitative analysis of a wide array of securities mainly equities, and other financial instruments.- I assisted in developing and maintaining financial reports, performance measurement, and data management systems to support research activities.- I participated in regular meetings, presenting research findings and contributing to investment strategy discussions.- I… Show more At NexPoint:- I assisted in conducting comprehensive investment research, encompassing both quantitative and qualitative analysis of a wide array of securities mainly equities, and other financial instruments.- I assisted in developing and maintaining financial reports, performance measurement, and data management systems to support research activities.- I participated in regular meetings, presenting research findings and contributing to investment strategy discussions.- I utilized various data analysis tools and software such as Bloomberg Terminal, Excel, and other financial databases for research purposes.- I conducted industry and company-specific research, providing analysis reports and investment theses for portfolio managers.- Monitored industry trends, market movements, and macroeconomic indicators to provide timely and relevant investment insights. Show less

Jun 2023 - Aug 2023

Investment Research Intern

Dallas, Texas

At NextPoint: - I contributed to meticulous investment research involving financial analysis, valuation modeling, and due diligence processes for prospective investment opportunities.- I gained hands-on experience with financial modeling, using MS Excel, Bloomberg, and other quantitative tools to predict investment outcomes and identify investment opportunities.- I conducted competitive analysis and industry research to understand market trends and inform investment strategies.-… Show more At NextPoint: - I contributed to meticulous investment research involving financial analysis, valuation modeling, and due diligence processes for prospective investment opportunities.- I gained hands-on experience with financial modeling, using MS Excel, Bloomberg, and other quantitative tools to predict investment outcomes and identify investment opportunities.- I conducted competitive analysis and industry research to understand market trends and inform investment strategies.- I participated actively in team meetings and brainstorming sessions, providing input on investment strategies and market outlook.- I stayed informed about global economic events, market news, and financial trends, ensuring up-to-date knowledge and understanding of the investment landscape Show less

Jun 2022 - Aug 2022

Founder & Operator

M&M Powerwasher’S

Rochester, New York, United States

- Launched and operated a successful power washing business, providing top-quality service for residential clients. - Managed all aspects of business operations, including marketing, customer service, scheduling, and hands-on power washing.- Performed accurate job estimates, maintaining profitable pricing strategies while ensuring competitiveness in the local market.- Invested in and maintained power washing equipment, ensuring reliable, efficient operation and top-notch service for… Show more - Launched and operated a successful power washing business, providing top-quality service for residential clients. - Managed all aspects of business operations, including marketing, customer service, scheduling, and hands-on power washing.- Performed accurate job estimates, maintaining profitable pricing strategies while ensuring competitiveness in the local market.- Invested in and maintained power washing equipment, ensuring reliable, efficient operation and top-notch service for clients.- Established strong relationships with customers and the local community, promoting the company's dedication to excellent service and local economic growth. Show less

May 2021 - Aug 2021

Employee

South Point Marina

Rochester, Ny

May 2020 - Aug 2021

Caddie

Rochester, New York, United States

- Provided exceptional caddying service at a prestigious golf club, assisting players of various skill levels, from beginners to advanced golfers.- Used in-depth knowledge of the golf course, including yardages, hazards, green complexes, to offer strategic advice to golfers.- Demonstrated a strong understanding of golf etiquette and rules, providing accurate advice and assisting players in understanding the nuances of the game.- Carried golf bags, cleaned clubs, and handled other… Show more - Provided exceptional caddying service at a prestigious golf club, assisting players of various skill levels, from beginners to advanced golfers.- Used in-depth knowledge of the golf course, including yardages, hazards, green complexes, to offer strategic advice to golfers.- Demonstrated a strong understanding of golf etiquette and rules, providing accurate advice and assisting players in understanding the nuances of the game.- Carried golf bags, cleaned clubs, and handled other physical tasks, ensuring players could focus solely on their game.- Maintained a high level of professionalism and respect during all interactions with club members and guests.- Assisted in maintaining the cleanliness and orderliness of the golf course by raking bunkers, replacing divots, and picking up loose debris.- Forecasted changing weather conditions and advised players accordingly, ensuring their safety and comfort during the game.- Developed excellent relationships with golfers, enhancing their overall experience and encouraging repeat bookings.- Regularly updated knowledge of golf equipment and trends to better advise players on their gear choices.- Supported golf events and tournaments, contributing to their smooth operation and success. Show less

Dec 2016 - Aug 2021

Supervisor

Rochester, New York, United States

As supervisor of Tuscan Wood Fired Pizza Catering Inc, I was responsible for operations before, during, and after events on the Food Truck. Before going to college, I would also play a significant role in advertising and planning future events for the upcoming season.

Mar 2015 - Aug 2021
Team & coworkers

Colleagues at Cabot Wealth Management

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2 education records

J. Michael Messineo education

FAQ

Frequently asked questions about J. Michael Messineo

Quick answers generated from the profile data available on this page.

What company does J. Michael Messineo work for?

J. Michael Messineo works for Cabot Wealth Management.

What is J. Michael Messineo's role at Cabot Wealth Management?

J. Michael Messineo is listed as Operations and Client Services Associate at Cabot Wealth Management.

Where is J. Michael Messineo based?

J. Michael Messineo is based in Boston, Massachusetts, United States while working with Cabot Wealth Management.

What companies has J. Michael Messineo worked for?

J. Michael Messineo has worked for Cabot Wealth Management, Mfs Investment Management, Nexpoint, M&M Powerwasher’S, and South Point Marina.

Who are J. Michael Messineo's colleagues at Cabot Wealth Management?

J. Michael Messineo's colleagues at Cabot Wealth Management include Greg Stevens, Cathy Kirby, Tyler Swaim, Chfc®, Crpc™, Steven O. Davis, Ea, Mst, and William Charbonnier.

How can I contact J. Michael Messineo?

You can use AeroLeads to view verified contact signals for J. Michael Messineo at Cabot Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did J. Michael Messineo attend?

J. Michael Messineo holds Bachelor Of Science - Bs, Finance, General from Providence College.

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