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Katherine K

Series 63, Series 65

Boston, MA

Eagleclaw Capital Management LLC

Katherine Kelliher is a financial advisor with Eagleclaw Capital Management LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been associated with Moors Cabot since 2014. EagleClaw Capital Management serves families, individual investors, not-for-profits, and endowments, providing discretionary and non-discretionary portfolio management through various advisory and sub-advisory arrangements. The firm employs a non-consensus, contrarian investment approach combining fundamental analysis with a technical overlay, focusing on businesses with durable competitive positions and earnings growth over a two to five-year horizon.

Active portfolio management Options & derivatives strategies
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Scot W

CFP®, Series 66

Boston, MA

Eagleclaw Capital Management LLC

Scot Wilks is a CFP® with 16 years of industry experience, currently serving at Moors Cabot Inc since 2025. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services from 2018 to 2025, as well as Windham Capital Management and Fidelity Investments. He is part of EagleClaw Capital Management LLC, a team-based firm that serves families, individual investors, not-for-profits, and endowments. The firm offers discretionary and non-discretionary portfolio management, employing a non-consensus, contrarian investment style with a focus on businesses with durable competitive positions and earnings growth over a two- to five-year horizon.

Active portfolio management Options & derivatives strategies
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Thomas P

Series 63, Series 66

Boston, MA

Eagleclaw Capital Management LLC

Thomas Powers III is a financial advisor at Eagleclaw Capital Management LLC in Boston, MA, holding Series 63 and Series 66 licenses with 33 years of industry experience. He has been affiliated with Moors & Cabot Inc since 2009. Outside of his advisory role, he serves as a co-trustee on a revocable trust without compensation. Eagleclaw Capital Management serves families, individual investors, not-for-profits, and endowments, offering discretionary and non-discretionary portfolio management through various arrangements. The firm employs a non-consensus, contrarian investment approach combining fundamental analysis with a technical overlay, focusing on businesses with durable competitive positions and integrating tax and diversification considerations.

Active portfolio management Options & derivatives strategies
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