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Katherine K
Series 63, Series 65
Boston, MA
Eagleclaw Capital Management LLC
Katherine Kelliher is a financial advisor at Eagleclaw Capital Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Moors Cabot since 2014. EagleClaw Capital Management is an SEC-registered independent investment adviser serving individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment approach with a two- to five-year horizon, combining fundamental analysis with a technical overlay and utilizing strategies such as diversification, option overlays, and margin where appropriate.
Scot W
CFP®, Series 66
Boston, MA
Eagleclaw Capital Management LLC
Scot Wilks is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. He currently works at EagleClaw Capital Management LLC and has previous experience at Moors Cabot Inc, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Windham Capital Management LLC, and Fidelity Investments. EagleClaw Capital Management is an SEC-registered independent investment adviser serving individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment style with a two- to five-year horizon, combining fundamental analysis with technical overlays and offering diversified strategies including option overlays and margin usage.
David D
Series 63, Series 65
Boston, MA
Eagleclaw Capital Management LLC
David Donahue is a financial advisor at Eagleclaw Capital Management LLC with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moors & Cabot, Inc. since 2005, concurrently serving at Eagleclaw Capital Management. He also previously worked at RBC Capital Markets from 2003 to 2005. Donahue serves as a trustee for the Winchester Scholarship Fund without compensation. Eagleclaw Capital Management is an SEC-registered independent investment adviser serving individuals, families, not-for-profits, and endowments. The firm uses a non-consensus, contrarian investment approach with a two- to five-year horizon, combining fundamental analysis with technical overlays, and offers diversified strategies including option overlays and margin use.
Thomas P
Series 63, Series 66
Boston, MA
Eagleclaw Capital Management LLC
Thomas Powers III is a financial advisor at EagleClaw Capital Management LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Moors & Cabot Inc. since 2009. Powers also serves as a co-trustee on a revocable trust in a volunteer capacity. EagleClaw Capital Management is an independent investment adviser providing portfolio management and financial planning to individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment approach with a two- to five-year horizon, using fundamental analysis combined with a technical overlay.
David D
Series 63, Series 65
Boston, MA
Eagleclaw Capital Management LLC
David Donahue Jr. is a financial advisor at Eagleclaw Capital Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moors & Cabot, Inc. and RBC Capital Markets. Donahue serves as a co-trustee of the Theodore Edson Parker Foundation and manages family realty interests without compensation. Eagleclaw Capital Management is an independent SEC-registered investment adviser serving individuals, families, not-for-profits, and endowments with portfolio management and financial planning. The firm uses a non-consensus, contrarian investment approach with a typical two- to five-year horizon, combining fundamental analysis with a technical overlay and employing strategies such as diversification, option overlays, and margin use where appropriate.
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