Moors & Cabot
Joseph DeNicola serves as the Managing Director and Portfolio Manager at Moors & Cabot since April 2019, a firm that has provided wealth management services since 1890. Prior to this role, Joseph held the position of First Vice President, Financial Advisor, and Portfolio Manager at Morgan Stanley from September 1989 to March 2019. Earlier in their career, Joseph was a First Vice President at Legg Mason Wood Walker, Inc. Joseph holds both a Master of Business Administration (M.B.A.) and a Bachelor of Business Administration (B.B.A.) from Suffolk University, obtained between 1980 and 1982 and 1978 and 1980, respectively.
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Moors & Cabot
Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services. The firm has participated in the retail sale of stocks and bonds to individuals and the institutional sale of stocks and bonds to most of Boston's money management firms. In addition to specializing in wealth management through full service registered representatives, Moors & Cabot offers investors additional investment tools such as cash management accounts, retirement planning, mutual funds, annuities and other insurance products.