BOSTON, Feb. 22, 2021 /PRNewswire/ -- Moors & Cabot is a 130-year old firm that's still growing, and they are now taking the firm to the next level with the addition of their first Chief Growth Officer, Jamie Frazier. In this new role, Mr. Frazier is responsible for developing and executing a financial professional and advisor recruiting strategy to attract and onboard the best-in-class advisors who will align with the firm's capabilities, values, and desire for growth.
The Chief Growth Officer position requires a deep understanding of financial professional and advisor needs, something Mr. Frazier has in abundance (bringing over 20 years of experience and executive leadership capabilities in financial services to effectively integrate new teams and advisory businesses added through acquisition). Prior to joining Moors & Cabot, he held roles at Bank of America Investment Services and TIAA CREF, where he led a $6.5 billion office. Mr. Frazier is a graduate of Bridgewater State University.
"I am extremely excited to be joining a historic firm such as Moors & Cabot as we embark on an aggressive growth strategy," said Frazier. "The work the firm has accomplished over the last few years to build cutting-edge technology, a robust advisor platform, and an open architecture of financial solutions has been transformative for the company. These changes will afford our advisors all the benefits of our 'big firm' competitors coupled with the personal feel of a privately-held, boutique firm."
In a year marked by difficulties brought about by the COVID-19 pandemic, Moors & Cabot has been proud of their ability to continue supporting their financial professionals and clients alike. "This next chapter in Moors & Cabot's story is being written, and Mr. Frazier is going to help write that chapter. We are so excited to have Jamie on board and look forward to executing on our growth targets in 2021 and beyond. We've always found that with the right people on board, we can go both far and fast," said Executive Chairman, Mark Garrett.
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 130 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/info-disclosures.html
Member FINRA, NYSE & SIPC
SOURCE Moors & Cabot Investments
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