"Leadership and learning are indispensable to one another."
- John F. Kennedy
Keeping a firm true to its focus on personalized, unbiased wealth management takes dedication throughout the entire company. This takes strong leadership that has an unwavering dedication to our clients. You will not find a more focused investment firm or team of financial professionals than with Moors & Cabot Investments.
Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Chief Growth Officer
Dan has spent 18 years at Moors & Cabot in a variety of roles. Prior to joining Moors & Cabot, Dan has spent the past 30+ years in a variety of executive and managerial capacities with Fidelity Investments, Hambrecht & Quist, and Dean Witter. Dan previously was a member of the Board of Governors of the Boston Stock Exchange, where he was the Chairman of the Audit Committee and the Nominating Committee. Dan received his bachelor’s degree in Finance from the University of Massachusetts, and he currently supports his alma mater by serving on the Board of Visitors as the Vice Chairman of the Alumni Relations Committee.
Mike brings over 25 years industry experience to Moors & Cabot, most notably as Chief Executive Officer of Credit Union Brokerage Services and Vice President and Chief Investment Officer of Central Credit Union Fund. Mike earned the designation of Certified Regulatory Compliance Professional™ (CRCP™) from the FINRA Institute at the Wharton School, University of Pennsylvania in 2008 and will complete the SIFMA Securities Industry Institute at the Wharton School in early 2021. He holds an accounting degree (BBA) from Anna Maria College and was awarded the 2019 CFO of the Year for midsize private companies by the Boston Business Journal. Mr. Hildreth currently serves as an arbitrator with FINRA Dispute Resolution and is a member of the National Society of Compliance Professionals, the Treasurers Club of Boston and Financial Executives International, Boston Chapter.
Mike is responsible for overseeing the Firm’s information technology, operations, insurance, human resources, and other administration departments. Mike has over 30 years of experience that includes leadership roles at National Financial Services (an affiliate of Fidelity Management and Research) and Merrill Lynch. He also serves as an arbitrator for FINRA and presides on FINRA's Disciplinary Hearing Panels. Mike holds an Economics degree (BA) from the University of Massachusetts.
Stan leads the continuous growth and evolution initiatives of the firm. These initiatives span technology strategy, marketing, training, and process design. He brings over 15 years of technology architecture and business consulting experience. Stan has delivered large scale system integrations and has overseen numerous complex organizational change initiatives for Fortune 100 organizations at both Accenture and Cisco Systems. Stan holds a Management Science and Information Services (BS) degree from Rutgers University School of Business.
Mark brings to bear a broad range of operating and leadership experience, including strategy development and execution, financial management best practices, sales management, and business development. Mark joined Moors & Cabot's Board in 2008 during the financial crisis, and prior to his involvement with Moors & Cabot, Mark worked in a variety of capacities at Accenture, LLC, Elemental and ERI. Mark is a member of Young Presidents' Organization (YPO) and SIFMA where he participates on the Private Client Group Committee. Mark holds a Bachelor of Arts from the University of Texas at Austin.
Jamie joined Moors & Cabot as Chief Growth Officer in 2020 with the primary objective of expanding the wealth management and advisory business through inorganic growth. He brings over 20 years of experience in financial services, beginning in 1999 with what would become Bank of America Investment Services, as a financial advisor in the Boston market. In 2007, Jamie joined the newly formed Wealth Management division of TIAA-CREF where he worked directly with clients building and implementing financial plans for high-net-worth individuals. In 2011, he became Director of Individual Advisory services leading a team of over 30 financial professionals engaging with over 6,000 clients. Jamie has a BS degree in Business Administration from Bridgewater State University, as well as his Series 6, 7, 24, 63, and 65 licenses.