Advisors at this firm
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.
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.
David D
Series 63, Series 65
Boston, MA
Eagleclaw Capital Management LLC
David Donahue is a financial advisor at Eagleclaw Capital Management LLC in Boston, MA, with 53 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Moors & Cabot, Inc. alongside Eagleclaw since 2005. Donahue serves as a trustee for the Winchester Scholarship Fund without compensation. Eagleclaw Capital Management serves families, individual investors, not-for-profits, and endowments, offering discretionary and non-discretionary portfolio management through various advisory arrangements. The firm employs a non-consensus, contrarian investment approach that combines fundamental analysis with a technical overlay and integrates tax considerations and portfolio diversification.
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.
David D
Series 63, Series 65
Boston, MA
Eagleclaw Capital Management LLC
David Donahue Jr. is a financial advisor with Eagleclaw Capital Management LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with both Eagleclaw Capital Management and Moors & Cabot, Inc. since 2005. Outside of his advisory role, he serves as a co-trustee of the Theodore Edson Parker Foundation and manages a family realty LLC without compensation. EagleClaw Capital Management serves families, individual investors, not-for-profits, and endowments, offering discretionary and non-discretionary portfolio management through multiple account structures. The firm employs a non-consensus, contrarian investment approach combining fundamental and technical analysis, with a focus on businesses exhibiting durable competitive advantages and earnings growth over a two to five year horizon.