Profil
Ms. Sonia L.
Ernst is a Managing Partner & Manager of Trading & Operation at Cabot Wealth Management, Inc. As a Managing Partner, she plays an integral role in developing and implementing the strategic goals of Cabot Wealth Management, Inc. Ms. Ernst places an emphasis on optimizing day-to-day efficiencies through internal controls and risk management within our highly regulated industry.
With over two decades at Cabot, her expertise lies across various business functions including operational workflows, trading, technology, budgeting, reporting, human resources, benefits administration, and general office management.
Ms. Ernst is directly involved in policy, planning, and strategy decisions.
She graduated from Bryant College (now Bryant University) with a Bachelor of Science degree in Business Administration, and a focus in Computer Information Systems.
Aktiva positioner av Sonia Ernst
| Företag | 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. | Trading-Equity | 2000-01-01 |
Sonia Ernsts utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
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Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
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Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
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 |
Bryant University
Bryant University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















