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
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.
波士顿,2024年4月3日 /PRNewswire/ — 拥有超过134年的悠久历史的领先投资财富咨询公司摩尔和卡博特公司很高兴地宣布,安德鲁·多纳休晋升为我们波士顿总部的分行经理。凭借他在金融服务行业的丰富经验、卓越的领导能力以及对客户成功的坚定承诺,安德鲁非常适合领导我们的波士顿分行并推动其持续增长和业绩。
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.
安德鲁为他的新职位带来了令人印象深刻的30年金融服务行业经验。安德鲁毕业于达特茅斯学院,开始了他在经纪行业的职业生涯,先后在美林证券和史密斯巴尼任职,之后过渡到RIA分销公司,在宾夕法尼亚州奥克斯的SEI Investments担任区域董事。最近,他在波士顿私人财富和计量财富私人客户集团任职。
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.
作为我们波士顿总部的分行经理,安德鲁将负责监督日常运营,管理金融专业人员团队,并确保提供一流的投资解决方案和客户服务。他还将负责实施战略举措,以提高分支机构的绩效,促进员工发展,加强与客户和当地社区的关系。
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."
安德鲁对他的新职位表示了热情,他说:“作为波士顿分公司经理,我很荣幸也很兴奋。我很高兴能加入一家拥有134年历史的初创公司,并期待与我们的卓越团队合作,提供创新的投资解决方案,提供无与伦比的客户服务,为Moors & Cabot的持续成功做出贡献。”
"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很高兴欢迎安德鲁加入我们的分行管理团队。凭借他在财富管理领域的整个职业生涯中管理人员的背景和专业知识,安德鲁带来了继续在我们波士顿总部分部的文化和高接触服务水平基础上再接再厉所需的正确技能。” 摩尔和卡博特总裁兼首席执行官迈克尔·希尔德雷斯补充说。
ABOUT MOORS & CABOT, INC.
关于 MOORS & CABOT, INC.
Moors & Cabot is an investment firm headquartered in Boston with offices throughout the country.
Moors & Cabot是一家总部位于波士顿的投资公司,在全国各地设有办事处。
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.
尽管摩尔斯和卡博特的财富管理方法更加个性化,但他们也是一家提供全方位服务的公司。他们的金融产品和服务涵盖了从金融和投资管理到保险和股票交易的全方位投资选择。
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 年来,Moors & Cabot 一直是个人、家庭、企业和机构在建立、管理、保护和过渡财富方面值得信赖的顾问。
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,总部:联邦街一号,19 楼
马萨诸塞州波士顿 02110全球法律和监管信息可在以下网址找到
FINRA、纽约证券交易所和SIPC成员
SOURCE Moors & Cabot Investments
来源 Moors & Cabot 投资公司