Boston, MA Office

Andrew Donahue is a financial advisor at Moors & Cabot, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Measured Wealth Private Client Group, Boston Private Wealth LLC, and SEI Investments Management Corp. Moors & Cabot serves retail and high-net-worth individuals as well as institutional clients, offering investment management through discretionary and non-discretionary arrangements, financial planning, and consulting. The firm customizes portfolios based on client objectives and risk tolerances, employing various strategies including asset allocation and quantitative techniques.

John Sullivan is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 66 licenses with 40 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. He has been with Moors & Cabot since 2017. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, fee-based financial planning, and consulting. The firm provides tailored portfolio strategies and offers services on discretionary or non-discretionary terms, including advice-only arrangements.

Spencer Eagleton is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 66 designations with three years of industry experience. His prior work includes roles at Oppenheimer & Co and Mildred Elley, as well as a one-year position with the United States Congress. Spencer’s background also includes experience outside finance, such as working at Godiva Chocolate and Wegmans Food Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services using tailored portfolio strategies and may allocate assets to third-party or affiliated sub-advisors.

Scott Bundy is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1976. Bundy serves as a trustee for the Boxborough Conservation Trust and advises the endowment of the Kurn Hattin School for Children, both on a volunteer basis. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, consulting, and referrals to third-party wrap-fee programs, with portfolio strategies tailored to client objectives and risk tolerances.

Brice McMahon is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Moors & Cabot since 2015. Moors & Cabot serves a diverse clientele including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, fee-based financial planning, and consulting through tailored portfolio strategies and a range of advisory arrangements.

Jamie Frazier is a financial advisor with Moors & Cabot, Inc. based in Boston, MA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior roles include positions at TIAA-CREF and Banc of America Investment Services, Inc. Moors & Cabot serves retail and high-net-worth individuals, as well as institutions such as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services that are tailored to clients’ objectives using various strategies, including asset allocation and a combination of fundamental, technical, and quantitative analysis.

Andrew Phelan is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Morgan Stanley, First Republic Securities Company, LLC, and First Republic Investment Management, Inc. He also has experience at Santa Clara University and Hingham High School. Moors & Cabot serves a diverse client base, including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services with tailored portfolio strategies and both discretionary and non-discretionary arrangements.

Rafael Hernandez is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Funds Management prior to joining Moors & Cabot in 2019. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management through its Portfolio Management Program, fee-based financial planning, and consulting services, tailoring portfolios to client objectives using various analytical strategies and including access to third-party sub-advisors.

Phillip Cheney Jr. is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 31 years of industry experience. His prior experience includes seven years at RBC Capital Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment management, financial planning, and consulting services. The firm offers tailored portfolio strategies using various analytical approaches and may allocate to third-party sub-advisors while conducting ongoing account monitoring and reporting.

Michael Hildreth is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Moors & Cabot and its affiliated entity since 2005, following prior roles at Finacorp Securities and Credit Union Brokerage Services. Outside of advising, Hildreth serves as a FINRA dispute resolution arbitrator. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, and consulting services, employing tailored portfolio strategies and both discretionary and non-discretionary arrangements.

Ty Vinick is a financial advisor at Moors & Cabot, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Autogen and AGN Dental. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting services, with portfolios tailored to client objectives using a variety of strategies and the option for discretionary or non-discretionary management.

Marilyn Hayes is a financial advisor at Moors & Cabot, Inc. with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Moors & Cabot since 2017. Her prior experience includes positions at Bank of America and Merrill. Moors & Cabot serves retail and high-net-worth individuals as well as institutional clients such as corporations, pension plans, trusts, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting, with tailored portfolio strategies and both discretionary and non-discretionary service options.

Jeffrey Bieling is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 63, 65, and 66 designations with 32 years of industry experience. He joined Moors & Cabot in 2009 after five years at Merrill. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting services with portfolios tailored to client objectives using various analytical strategies.

Nelson Zompetti is a financial advisor at Moors & Cabot, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, Nelson serves as a volunteer head coach for 8th grade boys basketball with Marlboro Youth Basketball. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, consulting, and advice-only arrangements, using a variety of portfolio strategies and third-party sub-advisors tailored to client objectives and risk tolerances.

Thomas Childs is a CFP® professional with 13 years of industry experience, currently serving at Moors & Cabot, Inc. Since 2014, he has owned and operated Childs Financial Services, providing financial advice and insurance services. He also serves on the board of directors for Charlestown Youth Hockey and volunteers pro bono to assist cancer patients with financial advice. Moors & Cabot serves a diverse client base including individuals, corporations, and charitable organizations, offering investment management, financial planning, and consulting with a flexible portfolio approach tailored to client objectives and risk tolerances.