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.
卡博特证券（Moors & Cabot）主席Matthew Johnson与Brian Cotroneo合伙创办的Johnson Cotroneo Group（JCG）于2024年7月1日在卡博特证券庆祝成立一周年。JCG专注于高级财务规划和定制组合管理，第一年业绩显著，客户数量和管理资产大幅增长。
"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.
“我们的第一年为未来设定了基调。在一家真正支持我们工作并允许我们专注于最重要的事情——客户的公司，真是太好了，”Johnson说。
"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.
“我们非常幸运;我们的规划方法、投资理念和客户服务模式得到了良好的回响。客户想与一个专注于他们作为个人而不仅仅是账户的团队合作，”Cotroneo继续说道。
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."
在这一对中，卡博特证券（Moors & Cabot）总裁兼CEO Michael Hildreth表示：“Matt和Brian是卡博特证券团队的杰出人才。他们不仅在规模上拓宽了公司，还在各个领域增加了能力和专业知识。”
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是一个以规划为中心的财富管理实践，专门帮助高净值家庭、企业所有者、特殊需求家庭和企业高管优化他们的财务状况。Johnson和Cotroneo都强调专业发展，并持有各种行业资格认证，如：特许金融分析师（CFA）、认证金融规划师（CFP）、特许金融顾问（ChFC）、认证遗产规划师（AEP）和特许特殊需求顾问（ChSNC）。他们两人共同带来了40年的金融行业经验。
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.
虽然Moors & Cabot的财富管理是更加个性化的，但他们也是一个全方位的服务商。他们的金融产品和服务涵盖了投资选项的全谱——从金融和投资管理到保险和股票交易。
For over 134 years, Moors & Cabot has been a trusted advisor to individuals, families, businesses and institutions in building, managing, protecting and transitioning wealth.
在过去的134年里，Moors & Cabot一直是个人、家庭、企业和机构建立、管理、保护和转移财富的值得信赖的顾问。
Moors & Cabot, Headquarters: One Federal St., 19th Floor, Boston, MA 02110.
Global legal and regulatory information can be found at
Member FINRA, NYSE & SIPC
卡博特证券的总部位于波士顿1 Federal St.，19层，MA 02110。
全球法律和监管信息可在此找到
Member FINRA, NYSE&SIPC
SOURCE Moors & Cabot Investments
Moors & Cabot投资公司