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Cabot-Wellington
Cabot-Wellington was established in 1992 to manage the financial affairs of the Thomas and Virginia Cabot family descendants. The office traces its roots to...
Cabot-Wellington
Cabot-Wellington was established in 1992 to manage the financial affairs of the Thomas and Virginia Cabot family descendants. The office traces its roots to earlier Cabot family structures, including the 1942 Cabot Family Charitable Trust founded by Godfrey Lowell Cabot. It provides investment management alongside advisory services in philanthropy, education, and administration. The firm invests in index ETFs and mutual funds for core exposure. It also holds direct positions in real estate through vehicles such as CW Real Estate Fund I LLC, CW Real Estate Fund II LLC, and CW Real Estate Fund III LLC. Additional holdings include commercial real estate, Massachusetts forestry land, and energy assets. Geographic reach spans North America, Europe, Asia, and other regions. Investment types include direct co-investments, fund-of-funds commitments, hedge funds, private equity, and private credit. The team includes approximately a dozen named executives and trustees. Alyssa Giordano serves as President and Andrew Barbieri as Chief Financial Officer. Laura Cabot Carrigan acts as a key trustee alongside John R. Cabot and others. The office maintains affiliations with Pitcairn for governance support. No operational events from the last 24 months appear in available records.
General information
Firm type
Single Family Office
Year founded
1992
Location
Region
North America
Country
United States
City
Boston
Corporate office
22 Batterymarch Street, Floor 2, Boston, MA 02109, United States
Principals
Alyssa Giordano
President
Andrew Barbieri
Chief Financial Officer
Laura Cabot Carrigan
Key Principal / Trustee
John Lawton
Director of Investment Operations and Portfolio Management
Sector focus
Frequently asked questions
Who runs investment decisions at Cabot-Wellington?
Alyssa Giordano serves as President. John Lawton directs investment operations and portfolio management. Andrew Barbieri oversees finance as Chief Financial Officer.
What asset classes does Cabot-Wellington deploy into?
The office holds index ETFs, mutual funds, commercial real estate, forestry land, and energy assets. It also participates in private equity, private credit, and hedge funds.
Does Cabot-Wellington make direct investments or commit to external funds?
Both approaches appear in use. Direct holdings include real estate funds and land assets. External commitments cover fund-of-funds, hedge funds, and private equity vehicles.
Where does the underlying wealth originate?
The capital stems from descendants of Thomas and Virginia Cabot. Earlier roots trace to Godfrey Lowell Cabot, founder of Cabot Corp.
How does Cabot-Wellington handle family philanthropy?
The office supports multiple family foundations including the Cabot Family Charitable Trust and the Virginia Wellington Cabot Foundation. It provides recordkeeping and administrative services for these entities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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