Foster Dykema Cabot & Partners, LLC
About
Foster Dykema Cabot & Partners is a Waltham wealth management firm that works with wealthy individuals and families on investments, estate planning and complex financial plans. The firm views managing wealth as a long-term effort that calls for strategic thinking, dedication and tenacity, and it focuses on helping clients feel confident that their estates are safe and secure. Its advisors say they love a complicated problem and assemble the research and expertise each situation requires.
The firm dates to the 1960s. President and partner Elizabeth Braudis, the fifth president in its history, joined in 2002 after working in the trust and wealth management division of Shawmut/Fleet Bank, and has more than 30 years of experience with estate and financial planning. Partner Donnalee Guerin, a former Putnam Investments vice president, serves as chief operating officer and chief compliance officer and helps manage large family relationships.
What to Know
- Braudis holds a JD from Vermont Law School and an LLM in taxation from Boston University School of Law.
- She serves as trustee for numerous personal trusts and foundations.
- Guerin joined the firm in 2006 and is a magna cum laude graduate of Emmanuel College.
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