Craig Goryl

Chief Investment Officer at

Cabot Wealth Management, Inc.

Finance

Consumer Services

Commercial Services

Profile

Mr. Craig E.
Goryl, CFA, is a Partner & Chief Investment Officer at Cabot Wealth Management, Inc. He oversees the investment team.
He also serves as Portfolio Manager of Cabot’s Growth & Income Strategy, a diversified equity portfolio that aims for moderate risk by focusing on quality companies trading at discounted valuations.
He joined Cabot in 2011 as an Equity Analyst responsible for finding, researching, and monitoring investment ideas across sectors and countries.
Prior to Cabot, Mr. Goryl worked at Gerson Lehrman Group managing primary research products for institutional investors, and at Putnam Investments in various positions, including equity analyst.
He holds a Bachelor of Arts degree in Economics from Cornell University.
He is a CFA Charterholder and a CFA Society Boston member.

Craig Goryl active positions

Companies	Position	Start
Cabot Wealth Management, Inc. Cabot Wealth Management, Inc. Investment ManagersFinance CWM uses an active approach to portfolio management to customize strategies based on the needs of their clients. As active managers, they adjust their strategies based on market conditions and as their clients’ goals change. Tehe firm’s in-house team of equity and fixed-income portfolio managers work closely with their advisory team to develop well-balanced investment strategies.	Chief Investment Officer	01/11/2021

All active positions of Craig Goryl

Former positions of Craig Goryl

Companies	Position	End
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.	Analyst-Equity	30/06/2009
Gerson Lehrman Group, Inc. Gerson Lehrman Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides membership network for professional learning and expertise	Corporate Officer/Principal	-

See the detail of Craig Goryl's experience

Training of Craig Goryl

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Craig Goryl's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	4
Cabot Wealth Management, Inc. Cabot Wealth Management, Inc. Investment ManagersFinance CWM uses an active approach to portfolio management to customize strategies based on the needs of their clients. As active managers, they adjust their strategies based on market conditions and as their clients’ goals change. Tehe firm’s in-house team of equity and fixed-income portfolio managers work closely with their advisory team to develop well-balanced investment strategies.	Finance
Putnam Investment Management LLC Putnam Investment Management LLC Investment ManagersFinance PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.	Finance
Cornell University Cornell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Gerson Lehrman Group, Inc. Gerson Lehrman Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides membership network for professional learning and expertise	Commercial Services