Cutler Team2019-10-09T19:20:26+00:00

Cutler Wealth Management Team

Geoffrey Dancey, CFA
Geoffrey Dancey, CFAManaging Partner & Portfolio Manager
  • Oversees investment research and trading
  • 16 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
Michael E. Hogan, ChFC
Michael E. Hogan, ChFCManaging Director, Wealth Management
  • 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 Manager and TD Wealth and private client advisor at US Trust/Band 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

Investment Strategies

Melvin S. Cutler
Melvin S. CutlerFounder & Portfolio Manager
  • 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
Mitko Botev, CFA
Mitko Botev, CFAPortfolio Manager & Analyst
  • 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
Bill Feingold
Bill FeingoldSenior Convertible Analyst
  • 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
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 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
Robert B. McGivney
Robert B. McGivneyAdvisory Board, Cutler Capital Management, LLC
  • 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.

Client Relations & Service

Barbara A. Crosbie
Barbara A. CrosbieClient Manager
  • Cutler Capital Management equity partner
  • Responsible for all account administration for Cutler clients
  • Oversees operations with third-party administrators and institutional custodians
  • 39 years of experience working with Cutler Capital and with other businesses operated by Melvin Cutler
  • Recording Secretary, Melvin S. Cutler Charitable Foundation
Bryan R. Legault
Bryan R. LegaultClient Services Associate
  • 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
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