BOSTON, July 9, 2024
/PRNewswire/ -- The Johnson Cotroneo Group (JCG) - founded by
partners Matthew Johnson and
Brian Cotroneo - celebrated its one
year anniversary at Moors & Cabot on July 1st, 2024. Focused on advanced
financial planning and custom portfolio management, JCG recorded an
impressive first year, with explosive growth in both client
households and assets under management.
"Our first year has set the tone going forward. It's
good to be at a firm that truly supports our practice and allows us
to focus on the most important thing: our clients," Johnson was
quoted saying.
"We've been very fortunate; our planning methods,
investment philosophy, and customer service model have resonated
well. Clients are interested in working with a team that
focuses on them as people, not just accounts," Cotroneo
continued.
Of the pair, Michael Hildreth, President & CEO of
Moors & Cabot said, "Matt & Brian have been a phenomenal
addition to the Moors & Cabot team. They have helped broaden
the firm not just in size but also in scope, adding capabilities
and subject matter knowledge in various
disciplines."
The Johnson Cotroneo Group is a planning-centric
wealth management practice that specializes in helping high net
worth families, business owners, special needs families, and
corporate executives optimize their financial situations.
Both Johnson and Cotroneo share an emphasis on professional
development, holding a variety of industry designations such as:
Chartered Financial Analyst (CFA), Certified Financial Planner
(CFP), Chartered Financial Consultant (ChFC), Accredited Estate
Planner (AEP), & Chartered Special Needs Consultant
(ChSNC). The two bring a combined 40 years of financial
industry experience to their partnership.
ABOUT MOORS & CABOT, INC.
Moors & Cabot is an investment firm headquartered in
Boston with offices throughout the
country.
While Moors & Cabot's approach to wealth management is
a more personal one, they are also a full service firm. Their
financial products and services span the full spectrum of
investment options—from financial and investment management to
insurance and equity trading.
For over 134 years, Moors & Cabot has been a trusted
advisor to individuals, families, businesses and institutions in
building, managing, protecting and transitioning
wealth.
Moors & Cabot, Headquarters: One Federal St.,
19th Floor, Boston, MA
02110.
Global legal and regulatory information can
be found at
https://www.moorscabot.com/privacy-and-disclosures
Member
FINRA, NYSE & SIPC
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SOURCE Moors & Cabot Investments