Cutler Team2023-12-15T19:02:30+00:00

Cutler Team

Geoffrey Dancey, CFA
Geoffrey Dancey, CFAManaging Partner & Portfolio Manager
  • 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
Michael E. Hogan, ChFC
Michael E. Hogan, ChFCManaging Director, Wealth Management
  • 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
Melvin S. Cutler
Melvin S. CutlerFounder & Portfolio Manager
  • 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
Mitko Botev, CFA
Mitko Botev, CFAPortfolio Manager & Analyst
  • 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
Toni Molinari, CPA, CIA
Toni Molinari, CPA, CIAResearch Analyst
  • 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
Robert B. McGivney
Robert B. McGivneyAdvisory Board, Cutler Capital Management, LLC
  • 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
Armand Duncan
Armand DuncanMSF Investment Operations Analyst
  • 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
Kristian Thomas-Herrington
Kristian Thomas-HerringtonClient Service Manager
  • 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
Barbara A. Crosbie
Barbara A. CrosbieConsultant, Client Manager
  • 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
Kelly Dunbar
Kelly DunbarClient Support Administrator
  • With Cutler Capital since 2009
  • Responsible for office operations and administrative / project support
  • Experience in accounts receivable and administration at Consortium/Chase Thermographers