Andrew Barbieri
Chief Financial Officer at Cabot-Wellington, LLC | Boston, Massachusetts, United States
- In role
- 4y 11m
- At Cabot-Wellington…
- 9y 4m
- Total exp.
- 17y
- Job change risk
- Medium
- Seniority tier
- C-Suite / Owner
- Data Confidence
- 90%
Cabot-Wellington, LLC Jun 2017 – Present · 9y 4m
- Chief Financial Officer Nov 2021 – Present · 4y 11m Promoted
- Controller Jun 2018 – Oct 2021 · 3y 5m
- Assistant Controller Jun 2017 – May 2018 · 1y
Fidelity Investments Sep 2015 – Jun 2017 · 1y 10m
- Manager Corporate Accounting
F-Squared Investments Nov 2013 – Sep 2015 · 1y 11m
- Senior Financial Analyst
KPMG US Oct 2009 – Nov 2013 · 4y 2m
- Senior Audit Associate Jun 2011 – Nov 2013 · 2y 6m Promoted
- Audit Associate Oct 2009 – Jun 2011 · 1y 9m
- Function
- Finance
- Seniority tier
- C-Suite / Owner
- Estimated team size
- 1-5
- Budget influence
-
High
C-suite executive heading the finance department with direct financial oversight.
- Market influence
- 1 of 140,046 Chief Financial Officer profiles in United States
Bentley College - Elkin B. McCallum Graduate School of Business, January 2009 to January 2010
Bentley University, January 2005 to January 2009
Senior Accountant at Cabot-Wellington, LLC
Senior Accountant at Cabot-Wellington, LLC
(June 2021 – Present)
Wealth Advisor at Lake Street Advisors
Wealth Advisor at Lake Street Advisors
(July 2024 – Present)
CFP® professional
Director of Financial Planning at Cabot-Wellington, LLC
(January 2020 – Present)
Executive Assistant/Office Manager at Cabot-Wellington
Executive Assistant Office Manager at Cabot-Wellington, LLC
(May 2023 – Present)
Finance Assistant at Forsgren Fisher McCalmont DeMarea Tysver LLP
Front of House Staff at Hardware Société
(July 2026 – July 2026)
Client Service Associate at Cabot-Wellington, LLC
Single Family Office delivering asset management and financial planning services
What is Andrew Barbieri email address?
Email Andrew Barbieri at [email protected]. This email is the most updated Andrew Barbieri's email found in 2026.
How to contact Andrew Barbieri?
To contact Andrew Barbieri send an email to [email protected].
What company does Andrew Barbieri work for?
Andrew Barbieri works for Cabot-Wellington, LLC.
What is Andrew Barbieri's role at Cabot-Wellington, LLC?
Andrew Barbieri is Chief Financial Officer
What industry does Andrew Barbieri work in?
Andrew Barbieri works in the Investment Management industry.
