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About Us

Your Trusted Experts

In 1890, 13 years before the NYSE stands where it does now, John F. Moors & Charles Cabot established a small investment firm in Boston's financial district.  Its mission then: handle the personal investments of the founders and their friends.  Over time, that mission has expanded.  Today, Moors & Cabot manages the assets of thousands of investors from our Boston headquarters and branch offices throughout the country.

That doesn't mean we're big, just good at what we do - understanding and managing the wealth of our clients.  We've done it through two world wars; the market crashes of 1907, 1929, and 1987; countless panics; numerous recessions; the dotcom bubble; the housing bubble; and the daily ups and downs of an ever-changing financial landscape.

Through it all, Moors & Cabot has prevailed.  And, more importantly, so have our clients.

Matthew Johnson

Matthew Johnson has over twenty years of experience in wealth management. He started his career at Citi Personal Wealth Management in New York City, specializing in solutions for High-Net-Worth individuals. In 2018, he moved to Naples, FL, to become a Senior Wealth Advisor with Aviance Capital Partners, where he built the financial planning division and contributed to firm strategy and growth. In 2023, Matt joined Moors & Cabot as Vice President - Advisory Services.

Matthew holds the Certified Financial Planner (CFP®) designation, is a Chartered Financial Consultant (ChFC®), and an Accredited Estate Planner (AEP®). He earned a Bachelor of Science from Syracuse University's Whitman School of Management and has Executive Certificates from Fordham University and The Wharton School.

Matthew and his wife Kristin live in Bonita Springs, FL, with their son Timothy and three Labradors: Walter, Charlie, and Matilda. They enjoy outdoor activities like boating and fishing, as well as indoor activities such as board games and cooking. Matthew also coaches youth sports and is a fan of the NY Yankees, Syracuse University, and the Buffalo Bills. His personal interests include volunteering, gardening, golf, and vintage vehicles.

Brian Cotroneo

Brian Cotroneo began his career at Merrill Lynch in 2008 in Equity Sales and Research. He took a break to fly for the US Navy, accumulating over 1,200 flight hours with deployments to Central America, the Middle East, and Asia.

After returning to civilian life, Brian worked in investment banking and financial planning. He joined Aviance Capital Partners in 2020 as a Wealth Advisor and moved to Moors & Cabot in 2023 as Vice President - Advisory Services. He has experience working with special needs communities, military veterans, small business owners, and high-net-worth individuals.

Brian holds CFA®, CFP®, and ChSNC® designations. He has a BS in Business Administration from Villanova University and an MS in Finance from Georgetown University. He also graduated from the US Navy Maritime Patrol and Reconnaissance Weapons School.

Brian lives in Ponte Vedra, FL, with his wife and two daughters. He enjoys Villanova basketball, NY Giants football, and triathlons. He is active in his parish church, the Jacksonville Villanova Alumni Network, CFA Society Jacksonville, and the Estate Planning Council of Northeast Florida.

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