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Moors & Cabot

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.

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Matthew Johnson, CFP, AEP, ChFC

Matthew Johnson has been serving clients in wealth management for over twenty years. Matt began his career with Citi Personal Wealth Management in New York City, where he worked for 15 years and specialized in comprehensive solutions for High-Net-Worth individuals. In 2018, Matt left New York and moved to Naples, FL, accepting a position as Senior Wealth Advisor with Aviance Capital Partners. In this role Matt built the financial planning division and drove overall firm strategy and growth initiatives. Matt joined Moors & Cabot in 2023 as Vice President - Advisory Services.

Matthew holds the designation of Certified Financial Planner, CFP®. He has attained the Chartered Financial Consultant designation, ChFC®, and is an Accredited Estate Planner, AEP®. Matthew earned a Bachelor of Science Degree from the Whitman School of Management at Syracuse University. He has obtained Executive Certificates from Fordham University and The Wharton School Aresty Institute of Executive Education.

Matthew and his wife Kristin live on the water in Bonita Springs, FL where they are raising their young son Timothy along with 3 Labrador Retrievers, Walter, Charlie, and Matilda. As a family, they enjoy the outdoors: boating, fishing, and the beach as well as indoor activities: board games, listening to music, and cooking together. Matthew enjoys coaching his son’s youth sports teams and is a NY Yankees, Syracuse University, and Buffalo Bills fan. Personal interests also include volunteering, community involvement, gardening, golf, and vintage vehicles.

Brian Cotroneo, CFA, CFP, ChSNC

Brian Cotroneo began his career working at Merrill Lynch in 2008.  After three years in the Equity Sales and Research departments, he took a leave of absence to pursue his childhood dream of flying for the US Navy. A Distinguished Military Graduate of Navy Officer Candidate School, Brian flew for the Maritime Patrol and Reconnaissance Force, accumulating over 1,200 flight hours and deploying to Central America, the Middle East, and Asia.

 

Upon returning to civilian life,  Brian worked as an investment banking associate and manager of financial planning & analysis for a public traded company.  In 2020 he joined Aviance Capital Partners as Wealth Advisor for the North and Central Florida regions. In 2023, Brian joined Moors & Cabot as Vice President - Advisory Services. As a function of his background and experience, he has historically worked with the special needs community, military veterans, small business owners, and accredited/high-net-worth individuals.

Brian holds the designations of Chartered Financial Analyst, CFA®; Certified Financial Planner, CFP®; and Chartered Special Needs Consultant, ChSNC®. He has also earned a Bachelor of Science in Business Administration from Villanova University, a Master of Science in Finance from Georgetown University, and is a graduate of the US Navy Maritime Patrol and Reconnaissance Weapons School.

Brian currently lives in Ponte Vedra, FL with his wife and two daughters. He is an avid fan of Villanova basketball and NY Giants football as well as an amateur Triathlete. Brian is also an active member of his parish church, the Jacksonville Villanova Alumni Network, CFA Society Jacksonville, and Estate Planning Council of Northeast Florida.

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