Moors & Cabot, Inc

Andrew Donahue is a financial advisor at Moors & Cabot, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Measured Wealth Private Client Group, LLC and Boston Private Wealth LLC. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

John Sullivan is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 39 years of industry experience. He has held positions at Moors & Cabot since 2017 and previously worked at Bank of America and Merrill from 2014 to 2017. He holds Series 63 and Series 66 licenses. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic methods and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Spencer Eagleton is a financial advisor at Moors & Cabot, Inc. with two years of industry experience. He previously worked at Oppenheimer & Co and has held roles outside finance, including positions at Godiva Chocolate and the United States Congress. Moors & Cabot provides investment advisory and related services to a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary portfolio management, fee-based financial planning, and consulting services.

Scott Bundy is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 licenses 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 voluntary basis. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Yvonne Shanklin is a financial advisor at Moors & Cabot, Inc. with 16 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones from 2009 to 2018 before joining Moors & Cabot in 2018. Outside of her advisory role, Shanklin serves on several local boards and committees in Crestview, FL, including the Okaloosa-Walton Citizen Advisory Committee and the Kiwanis-Crestview Chapter, where she is president. Moors & Cabot provides investment advisory and related services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm employs various analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Joseph Liotta is a CFP®-credentialed financial advisor with Moors & Cabot, Inc., bringing 42 years of industry experience. He has been with Moors & Cabot since 2015. Outside of his advisory role, he is co-owner and property manager of a residential real estate company. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers both discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Brice Mcmahon is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Moors & Cabot since 2015. Moors & Cabot provides investment advisory and related services to a wide range of clients, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Jamie Frazier is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Moors & Cabot in 2020, Frazier worked at TIAA and TIAA-CREF from 2007 to 2020. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Andrew Phelan is a financial advisor at Moors & Cabot, Inc. in Boston, MA. He holds a Series 66 designation and has experience working with Morgan Stanley and First Republic Investment Management. Phelan began his career after graduating from Santa Clara University. Moors & Cabot provides investment advisory and related services to individual and high-net-worth clients, corporations, pension plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Rafael Hernandez is a financial advisor at Moors & Cabot, Inc. with 21 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Funds Management prior to joining Moors & Cabot in 2019. Hernandez holds Series 63 and Series 66 licenses. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of analytic approaches and offers services such as discretionary portfolio management, fee-based financial planning, and limited consulting engagements.

Stephen Frederick is a financial advisor at Moors & Cabot, Inc. with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Moors & Cabot since 2001. Outside of his advisory role, he serves as Chairman of the Finance Committee at Calvary United Methodist Church in Arlington, VA. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers both discretionary and non-discretionary portfolio management, with services that include fee-based financial planning and consulting engagements.

Jerry Diamantides is a financial advisor at Moors & Cabot, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Commonwealth Financial Network, Bank of America, Merrill, Santander Securities, Uber, and Collette. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a mix of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Charles Murphy II is a financial advisor at Moors & Cabot, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Moors & Cabot since 2016, following a long tenure at Merrill. Outside of his advisory work, he operates a part-time sole proprietorship focused on buying, restoring, and selling cars as a hobby. Moors & Cabot provides investment advisory services to individual and high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers both discretionary and non-discretionary portfolio management, along with fee-based financial planning and consulting.

Thomas Hand is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Moors & Cabot since 2014. Moors & Cabot provides investment advisory and related services to a wide range of clients, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Phillip Cheney Jr. is a financial advisor at Moors & Cabot, Inc. with 31 years of industry experience. He has held positions at Moors & Cabot since 2018 and previously worked at RBC Capital Markets from 2010 to 2017. He holds Series 63 and Series 65 credentials. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches, including fundamental, technical, quantitative, and asset-allocation methods, and offers both discretionary and non-discretionary portfolio management.