Profil
Mr. Bo Tang, CFA MBA, is a Research Analyst at Cabot Wealth Management, Inc. He works with the Investment Management team to research investments for Cabot’s Growth and Income strategies.
Before joining Cabot in 2020, he previously held positions in trading and operations at Fidelity Investments and State Street Global Advisors.
He received his undergraduate degree from Carnegie Mellon University and an MBA from Boston University.
He is a member of the Boston Security Analysts Society (BSAS) and is a CFA charter holder.
Postes actifs de Bo Tang
| Sociétés | Poste | Début |
|---|---|---|
Cabot Wealth Management, Inc.
 Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Analyst-Equity | 01/07/2020 |
Formation de Bo Tang
| Boston University | Masters Business Admin |
| Carnegie Mellon University | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Cabot Wealth Management, Inc.
Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Finance |
