Profile
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.
Sonia Ernst active positions
| Companies | 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 | 01/01/2000 |
Training of Sonia Ernst
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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