THE JOHNSON COTRONEO GROUP CELEBRATES ONE YEAR WITH MOORS & CABOT INVESTMENTS
THE JOHNSON COTRONEO GROUP CELEBRATES ONE YEAR WITH MOORS & CABOT INVESTMENTS
BOSTON, July 9, 2024 /PRNewswire/ -- The Johnson Cotroneo Group (JCG) - founded by partners Matthew Johnson and Brian Cotroneo - celebrated its one year anniversary at Moors & Cabot on July 1st, 2024. Focused on advanced financial planning and custom portfolio management, JCG recorded an impressive first year, with explosive growth in both client households and assets under management.
卡博特證券(Moors & Cabot)主席Matthew Johnson與Brian Cotroneo合夥創辦的Johnson Cotroneo Group(JCG)於2024年7月1日在卡博特證券慶祝成立一週年。JCG專注於高級財務規劃和定製組合管理,第一年業績顯著,客戶數量和管理資產大幅增長。
"Our first year has set the tone going forward. It's good to be at a firm that truly supports our practice and allows us to focus on the most important thing: our clients," Johnson was quoted saying.
“我們的第一年爲未來設定了基調。在一家真正支持我們工作並允許我們專注於最重要的事情——客戶的公司,真是太好了,”Johnson說。
"We've been very fortunate; our planning methods, investment philosophy, and customer service model have resonated well. Clients are interested in working with a team that focuses on them as people, not just accounts," Cotroneo continued.
我們非常幸運;我們的規劃方法、投資理念和客戶服務模式都得到了很好的迴響。客戶們對於和一個專注於他們個人而不僅僅是帳戶的團隊合作感興趣,"科特羅內奧繼續說。
Of the pair, Michael Hildreth, President & CEO of Moors & Cabot said, "Matt & Brian have been a phenomenal addition to the Moors & Cabot team. They have helped broaden the firm not just in size but also in scope, adding capabilities and subject matter knowledge in various disciplines."
在這對人中,莫爾斯&卡博特的總裁兼首席執行官邁克爾·希爾德雷斯(Michael Hildreth)表示:"馬特和布賴恩是莫爾斯&卡博特團隊的極好補充。他們不僅在規模上幫助擴大了公司,還增加了各種領域的能力和專業知識。"
The Johnson Cotroneo Group is a planning-centric wealth management practice that specializes in helping high net worth families, business owners, special needs families, and corporate executives optimize their financial situations. Both Johnson and Cotroneo share an emphasis on professional development, holding a variety of industry designations such as: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Accredited Estate Planner (AEP), & Chartered Special Needs Consultant (ChSNC). The two bring a combined 40 years of financial industry experience to their partnership.
Johnson Cotroneo Group是一個以規劃爲中心的财富管理實踐,專門幫助高淨值家庭、企業所有者、特殊需求家庭和企業高管優化他們的財務狀況。Johnson和Cotroneo都強調專業發展,並持有各種行業資格認證,如:特許金融分析師(CFA)、認證金融規劃師(CFP)、特許金融顧問(ChFC)、認證遺產規劃師(AEP)和特許特殊需求顧問(ChSNC)。他們兩人共同帶來了40年的金融行業經驗。
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.
雖然Moors & Cabot的财富管理是更加個性化的,但他們也是一個全方位的服務商。他們的金融產品和服務涵蓋了投資選項的全譜——從金融和投資管理到保險和股票交易。
For over 134 years, Moors & Cabot has been a trusted advisor to individuals, families, businesses and institutions in building, managing, protecting and transitioning wealth.
在過去的134年裏,Moors & Cabot一直是個人、家庭、企業和機構建立、管理、保護和轉移財富的值得信賴的顧問。
Moors & Cabot, Headquarters: One Federal St., 19th Floor, Boston, MA 02110.
Global legal and regulatory information can be found at
Member FINRA, NYSE & SIPC
卡博特證券的總部位於波士頓1 Federal St.,19層,MA 02110。
全球法律和監管信息可在此找到
Member FINRA, NYSE&SIPC
SOURCE Moors & Cabot Investments
Moors & Cabot投資公司