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
- Acts as a trusted financial advisor to and advocate for clients, helping them make informed decisions about their money
- Provides comprehensive financial planning, guiding clients through their many life events
- Leads wealth advisory team to deliver purpose-aligned investment solutions that help clients realize their personal goals
- 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
- Catholic Foundation of Rhode Island, Board Member
- Pawtucket Foundation, Board Member
- B.S. in Finance, University of Rhode Island
- 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
- 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.
- First joined Cutler Capital in 2021
- CFA Program Participant, CFA Institute (Completed Level I in 2021)
- 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
- Earned Masters degrees in finance at Clark University, in International Relations from Seton Hall University, and in Philosophy from Colorado State University
- Serves as day-to-day contact to Cutler clients and strategic partners
- Responsible for all account 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
- Oversees operations with third-party administrators and institutional custodians
- 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