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MOORS AND CABOT ANNOUNCES PROMOTION OF ANDREW DONAHUE TO BRANCH MANAGER, BOSTON HQ

MOORS AND CABOT ANNOUNCES PROMOTION OF ANDREW DONAHUE TO BRANCH MANAGER, BOSTON HQ

摩爾斯和卡博特宣佈將安德魯·多納休晉升爲波士頓總部分公司經理
PR Newswire ·  04/03 11:09

BOSTON, April 3, 2024 /PRNewswire/ -- Moors and Cabot, Inc., a leading Investment Wealth Advisory firm with a rich history spanning over 134 years, is pleased to announce the promotion of Andrew Donahue to the position of Branch Manager at our Boston headquarters. With his extensive experience in the financial services industry, exceptional leadership skills, and unwavering commitment to client success, Andrew is ideally suited to lead our Boston branch and drive its continued growth and performance.

波士頓,2024年4月3日 /PRNewswire/ — 擁有超過134年的悠久歷史的領先投資財富諮詢公司摩爾和卡博特公司很高興地宣佈,安德魯·多納休晉升爲我們波士頓總部的分行經理。憑藉他在金融服務行業的豐富經驗、卓越的領導能力以及對客戶成功的堅定承諾,安德魯非常適合領導我們的波士頓分行並推動其持續增長和業績。

Andrew brings an impressive 30 years of experience in the Financial Services industry to his new role. A graduate of Dartmouth College, Andrew began his career in the brokerage industry with roles at Merrill Lynch and Smith Barney before transitioning to the RIA-distribution as a Regional Director with SEI Investments in Oaks, PA. More recently, he held roles with Boston Private Wealth and Measured Wealth Private Client Group.

安德魯爲他的新職位帶來了令人印象深刻的30年金融服務行業經驗。安德魯畢業於達特茅斯學院,開始了他在經紀行業的職業生涯,先後在美林證券和史密斯巴尼任職,之後過渡到RIA分銷公司,在賓夕法尼亞州奧克斯的SEI Investments擔任區域董事。最近,他在波士頓私人財富和計量財富私人客戶集團任職。

As the Branch Manager of our Boston headquarters, Andrew will be responsible for overseeing daily operations, managing a team of Financial Professionals, and ensuring the delivery of top-tier investment solutions and client service. He will also be tasked with implementing strategic initiatives to enhance the branch's performance, foster employee development, and strengthen relationships with clients and the local community.

作爲我們波士頓總部的分行經理,安德魯將負責監督日常運營,管理金融專業人員團隊,並確保提供一流的投資解決方案和客戶服務。他還將負責實施戰略舉措,以提高分支機構的績效,促進員工發展,加強與客戶和當地社區的關係。

Andrew expressed enthusiasm for his new role, stating, "I am honored and excited to take on this new challenge as the Boston Branch Manager. I am thrilled to be joining a 134 year-old startup, and look forward to collaborating with our exceptional team to deliver innovative investment solutions, provide unparalleled client service, and contribute to the ongoing success of Moors & Cabot."

安德魯對他的新職位表示了熱情,他說:“作爲波士頓分公司經理,我很榮幸也很興奮。我很高興能加入一家擁有134年曆史的初創公司,並期待與我們的卓越團隊合作,提供創新的投資解決方案,提供無與倫比的客戶服務,爲Moors & Cabot的持續成功做出貢獻。”

"Moors & Cabot is thrilled to welcome Andrew as the latest addition to our branch management team. With his background and expertise in managing people throughout his career in the wealth management space, Andrew brings the right skills needed to continue to build on the culture and high-touch service level of our Boston headquarters branch", added MIchael Hildreth, Moors & Cabot's President and Chief Executive Officer.

“Moors & Cabot很高興歡迎安德魯加入我們的分行管理團隊。憑藉他在财富管理領域的整個職業生涯中管理人員的背景和專業知識,安德魯帶來了繼續在我們波士頓總部分部的文化和高接觸服務水平基礎上再接再厲所需的正確技能。” 摩爾和卡博特總裁兼首席執行官邁克爾·希爾德雷斯補充說。

ABOUT MOORS & CABOT, INC.

關於 MOORS & CABOT, INC.

Moors & Cabot is an investment firm headquartered in Boston with offices throughout the country.

Moors & Cabot是一家總部位於波士頓的投資公司,在全國各地設有辦事處。

While Moors & Cabot's approach to wealth management is a more personal one, they are also a full service firm. Their financial products and services span the full spectrum of investment options—from financial and investment management to insurance and equity trading.

儘管摩爾斯和卡博特的财富管理方法更加個性化,但他們也是一家提供全方位服務的公司。他們的金融產品和服務涵蓋了從金融和投資管理到保險和股票交易的全方位投資選擇。

For over 134 years, Moors & Cabot has been a trusted advisor to individuals, families, businesses and institutions in building, managing, protecting and transitioning wealth.

134 年來,Moors & Cabot 一直是個人、家庭、企業和機構在建立、管理、保護和過渡財富方面值得信賴的顧問。

Moors & Cabot, Headquarters: One Federal St., 19th Floor,
Boston, MA 02110. Global legal and regulatory information can be found at
Member FINRA, NYSE & SIPC

Moors & Cabot,總部:聯邦街一號,19 樓
馬薩諸塞州波士頓 02110全球法律和監管信息可在以下網址找到
FINRA、紐約證券交易所和SIPC成員

SOURCE Moors & Cabot Investments

來源 Moors & Cabot 投資公司

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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