Cutler Team
- Oversees investment research and trading
- 17 years of experience with Cutler as a Portfolio Manager and Analyst
- Worcester Art Museum, Investment Committee Member
- Deans Council, Graduate School of Management, Clark University
- Treasurer, West End House Camp
- Greater Worcester Community Foundation, Donor Advised Fund Sponsor
- West End House Girl’s Camp, Board Member
- MBA, Clark University; BA, Clark University
- Founder of Cutler Capital Management, LLC
- Founder of two banks: Flagship Bank & Trust, Madison Banc Shares
- Founder of Cutler Associates, Inc.
- Founder and Trustee of the Melvin S. Cutler Charitable Foundation
- BS, City College of New York
- Responsible for fundamental research and screening on portfolio investments
- Performs analysis of convertible securities for the portfolio management process
- Coordinates Internship Program for Clark University & WPI graduate students
- Former analyst at Maersk Line and a manager for various hotel firms in Europe and the US
- MBA, Clark University; BS, University of Economics, Varna, Bulgaria
- Advises on convertible securities and convertible-based portfolios
- Founder consulting/publishing firm Hillside Advisors, LLC
- Regularly quoted in major financial media
- Previous experience includes: Proprietary trader at Goldman Sachs; head of convertible research at Lehman Brothers; Portfolio manager at two convertible hedge funds; Lecturer in economics and finance: Yale University, Brooklyn College and Mercy College
- MBA in finance, The Wharton School, University of Pennsylvania, with distinction
- BA in economics, Yale University, Phi Beta Kappa, summa cum laude
- Responsible for research and screening of existing and potential banking sector investment opportunities
- Performs financial modeling and analysis of bank stocks for the portfolio management process
- 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
- 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
- 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.
- Cutler Capital Management equity partner
- Responsible for all account administration for Cutler clients
- Oversees operations with third-party administrators and institutional custodians
- 40 years of experience working with Cutler Capital and with other businesses operated by Melvin Cutler
- Recording Secretary, Melvin S. Cutler Charitable Foundation
- Assists clients with account and administrative needs
- Assists in locating and identifying growth opportunities
- Provides administrative and research support to Wealth Managers
- Former Investment Specialist for Bank of America/Merrill
- Former Operations Support at Eagle Financial Strategies, Brewer, ME
- B.S. in Finance and minor in Economics, University of Maine
- With Cutler Capital since 2009
- Responsible for office operations and administrative/project support
- Experience in accounts receivable and administration at Consortium/Chase Thermographers