Cutler Team
- Oversees portfolio management and investment research
- Over 20 years of experience with Cutler as a Portfolio Manager and Analyst
- Portfolio Manager – Cutler Investment Fund (CIF)
- Portfolio Manager – Cutler Financials Fund (CFF)
- Worcester Art Museum, Investment Committee Member
- Treasurer, West End House Camp
- Greater Worcester Community Foundation, Donor Advised Fund Sponsor
- West End House Girl’s Camp, Board Member
- Formerly, Dean’s Council, Graduate School of Management, Clark University
- MBA, Clark University; BA, Clark University
- Chartered Financial Consultant
- Trusted Financial Advisor, helping clients make informed decisions about their wealth
- Provides comprehensive financial planning, guiding clients through their life events
- Former relationship manager at Wellesley Asset Management and TD Wealth and Private Client Advisor at US Trust/Bank of America
- Boys and Girls Club of Pawtucket, Board Member, Chairman Investment Committee
- Pawtucket Foundation, Board Member
- Catholic Foundation of Rhode Island, Board Member
- B.S. in Finance, University of Rhode Island
- Founder of Cutler Capital Management, LLC
- 49 years of experience investing in convertible securities
- Founder of three banks: Flagship, Madison Banc & Jefferson Bank
- Founder of Cutler Associates, Inc.
- Founder and Trustee of the Melvin S. Cutler Charitable Foundation
- BS, City College of New York
- Joined Cutler Capital in 2011
- Portfolio Manager on Defensive & Convertible ETF Portfolios
- Responsible for fundamental research and trading
- Performs analysis of convertible securities for the portfolio management process
- Coordinates Cutler Capital’s Internship Program
- Formerly an analyst at Maersk Line and a manager for various hotel firms in Europe & US
- MBA, Clark University; BS, University of Economics, Varna, Bulgaria
- Responsible for research and screening of existing and potential banking sector investment opportunities. Performs financial modeling and analysis of bank stocks
- Director and Audit Committee member, Home Loan Investment Bank
- Accounting Professor, Brown University
- Senior Product Manager, nCino
- Former Assistant Vice President, Internal Audit Consulting for M&M Consulting, LLC
- Former State Internal Auditor for State of Rhode Island Bureau of Audits
- MBA, Bryant University: BA in Economics, Rhode Island College
- Post-Graduate Certificate, Banking & Leadership, The Wharton School / American Bankers Association Stonier Graduate School
- Vice Chairman and CEO, West Florida Bank Corporation
- Former Chairman & CEO of Jefferson Bankshares, Inc. (JFBF) and Jefferson Bank of FL
- Previously served as Regional President of Pinellas and Pasco Counties of Whitney National Bank, the President and CEO of Madison Bankshares Inc. and Madison Bank
- Bob was a Banker in San Antonio, Texas with Cullen Frost Bankers, Inc.
- Served as a Director of the Florida Bankers Association, director and Finance Committee Chair at BayCare Health System and as Chair of Mease Healthcare
- First joined Cutler Capital as an intern in 2021
- CFA Program Participant, CFA Institute (Completed Level I in 2021)
- Responsible for investment and portfolio analytics
- Operates Community Bank screening process, industry data analysis, and quantitative investment evaluation tools
- Supports the investment team and wealth managers with investment strategy implementation, portfolio monitoring, and management assistance
- Formerly served as financial analyst for Reliant Medical Group
- MS Finance, Clark University
- Serves as day-to-day contact to Cutler clients and strategic partners
- Responsible for all client administration, making sure that all client information and documentation are accurate and up to date
- Maintains existing client relationships through the processing and resolution of client requests
- Onboards new client accounts
- Cutler Capital Management equity partner from 2001-2021
- Consultant for Cutler Capital, having been a Client Manager, responsible for account administration, client communications and interactions, since its inception
- 42 years of experience working with Cutler Capital and other businesses operated by Melvin Cutler
- Recording Secretary, Melvin S. Cutler Charitable Foundation
- With Cutler Capital since 2009
- Responsible for office operations and administrative / project support
- Experience in accounts receivable and administration at Consortium/Chase Thermographers