Rob Lutts

Rob Lutts Email and Phone Number

Founder and Managing Partner at Cabot Wealth Management, Inc. @ Cabot Wealth Management, Inc.
Rob Lutts's Location
Salem, Massachusetts, United States, United States
Rob Lutts's Contact Details
About Rob Lutts

I have extensive investment management skills having managed equity and fixed income investments at Cabot Wealth Management, Inc. for 39 plus years. As former Chief Investment Officer I set investment policy and asset allocation guidelines for the firm. I now serve on the Investment Committee of my firm to assist in decisions. I have extensive experience in emerging and frontier markets and travel to Asia, Africa, Brazil or other emerging economies a few times a year. Identifying economies with high growth potential wherever that may be is a priority. Creating asset protection strategies through hard and real assets is a focus. Finding sustainable growth companies is my passion and expertise.

Rob Lutts's Current Company Details
Cabot Wealth Management, Inc.

Cabot Wealth Management, Inc.

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Founder and Managing Partner at Cabot Wealth Management, Inc.
Rob Lutts Work Experience Details
  • Cabot Wealth Management, Inc.
    Founder And Managing Partner
    Cabot Wealth Management, Inc. 1983 - Present
    Salem, Ma, Us
    I am founder of CWM. Our team of professionals provide a full range of wealth management services with a focus on growth oriented investment management. I have assembled a team of experienced and talented investment and wealth management professionals. Cabot offers a wide range of investment portfolios with varied risk levels. We have considerable expertise in fixed income and equity investments. We are a wealth manager with a focus on emerging and growth markets.
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  • Cabot Wealth Management, Inc.
    Founder And Managing Partner Cabot Wealth Management, Inc.
    Cabot Wealth Management, Inc. Oct 1983 - Present
    Salem, Ma, Us
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  • Cabot Wealth Management, Inc.
    President And Founder
    Cabot Wealth Management, Inc. Oct 1983 - Mar 2024
    Salem, Ma, Us
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  • Salem State University
    Chair Of The Board Of Trustees
    Salem State University Feb 2015 - Jul 2022
    Salem, Ma, Us
    Trustee of Salem State University.
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  • Salem State University
    Foundation Chairman
    Salem State University Jan 2009 - Mar 2015
    Salem, Ma, Us
    As Chairman of The Foundation at Salem State University I lead and assist in managing the management of the $25+ million endowment fund and assist the University in its development and fundraising efforts. Prior to serving as Chairman I was President of the Foundation for three years. The University has recently upgraded the Foundation staff and we have undertaken a major step forward in initiating a comprehensive Capital Campaign.
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  • Ymca Retirement Fund
    Trustee
    Ymca Retirement Fund Jan 2012 - Feb 2022
    New York, Ny, Us
    I have been a Trustee of the $6.8 Billion YMCA Retirement Fund. I was committed for the last 12 years to my local YMCA as Chair of the Trustees. I was happy to work with a highly regarded National organization that cares for the retirement of all Y employees globally. I served on the Investment Committee. Position ended January 2022.
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  • Salem Retirement Board
    Member
    Salem Retirement Board 2011 - Dec 2020
  • Edge Velocity
    Shareholder/Investor
    Edge Velocity 2014 - 2016
  • City Trust Funds - City Of Salem, Massachusetts
    Board Member
    City Trust Funds - City Of Salem, Massachusetts Feb 1998 - Feb 2012
  • City Trust Funds - Salem Massachusetts
    Treasurer
    City Trust Funds - Salem Massachusetts Jan 1998 - Feb 2012
    I served on the board of the City if Salem Trust Funds for almost 14 years. I servedas treasurer for the last 8 years. The Trust funds oversee an endowment of almost $7million. The funds serve the benefit if the citizenship Salem, Massachusetts.
  • Vistage Peabody Ma Group
    Member
    Vistage Peabody Ma Group 2011 - 2012
  • Amherst Associates, Inc
    Investment Consultant
    Amherst Associates, Inc May 1980 - Sep 1983
    Financial consulting for the healthcare industry. Also raised funds for nursing home projects.

Rob Lutts Skills

Equities Wealth Management Alternative Investments Asset Management Equity Research Gold And Precious Metals

Rob Lutts Education Details

  • Isenberg School Of Management, Umass Amherst
    Isenberg School Of Management, Umass Amherst
    Investments And Finance And Management
  • Babson College
    Babson College
    Management And Investments

Frequently Asked Questions about Rob Lutts

What company does Rob Lutts work for?

Rob Lutts works for Cabot Wealth Management, Inc.

What is Rob Lutts's role at the current company?

Rob Lutts's current role is Founder and Managing Partner at Cabot Wealth Management, Inc..

What is Rob Lutts's email address?

Rob Lutts's email address is rl****@****ate.edu

What is Rob Lutts's direct phone number?

Rob Lutts's direct phone number is +197874*****

What schools did Rob Lutts attend?

Rob Lutts attended Isenberg School Of Management, Umass Amherst, Babson College.

What skills is Rob Lutts known for?

Rob Lutts has skills like Equities, Wealth Management, Alternative Investments, Asset Management, Equity Research, Gold And Precious Metals.

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