MEET THE TEAM ...
The DGL Advisory Group at Moors & Cabot has more than 100 years of combined experience providing a high level of client service in investment management and comprehensive financial advice. We are committed to helping our clients achieve their financial goals through the combination of our balanced approach to portfolio management and financial planning services. Contact us to learn more about how we might be able to help you and set up a free consultation.
Stephen Decatur, Jr
Managing Director, Investments
Steve has been a Managing Director of Investments at Moors & Cabot since 1994. Steve has over 38 years of experience in the investment arena. Prior to Moors & Cabot, he worked for Paine Webber in Boston, and began his career in 1983 with Prudential-Bache Securities. He is a graduate of Hobart College, and holds numerous securities and insurance licenses.
Background and qualification information is available at FINRA's BrokerCheck website
Carleton Ladd
Senior Vice President, Investments
Carl joined Moors & Cabot in 2003 as a Senior Vice President of Investments. Prior to Moors & Cabot he worked for RBC Dain Rauscher, Inc. Carl began his career in banking with The Old Colony Trust Company, and then shifted to the investment world in 1967 with Tucker Anthony.
Carl is a graduate from Parsons College and has served as chairman and as a board member of The Dublin School since the mid 1970’s.
Background and qualification information is available at FINRA's BrokerCheck website
Charles "Otto" Fisher
Financial Advisor
Otto is a graduate of the Belmont Hill School and Colby College. Since graduating, he has worked in financial services, with a focus on financial planning and investment management. He joined the DGL Advisory Group in 2018 after a stint in the financial planning department at Baystate Financial, and holds various securities and insurance licenses.
Background and qualification information is available at FINRA's BrokerCheck website
Stephen "Tad" Decatur III
Portfolio Analyst
Stephen "Tad" Decatur III currently serves as a Portfolio Analyst for the DGL Advisory Group at Moors & Cabot. Prior to his current role, he worked at Brown Brothers Harriman for 8 years, the most recent position being Assistant Vice President on the Investment Research Group. Tad is a graduate of Hobart College with a B.A. in Economics.
Background and qualification information is available at FINRA's BrokerCheck website
Marielle Termine
Client Associate
Marielle joined the Moors & Cabot team in May of 2017. She is an experienced Client Associate with a demonstrated history of working in the financial services industry. She holds a Series 7 License and a Bachelor of Arts in Business Administration and Management, from Southern New Hampshire University.
Background and qualification information is available at FINRA's BrokerCheck website