About
Mike Hogan is Managing Director at Cutler Capital Management, LLC, overseeing the wealth advisory team and driving the firm's financial planning and investment management services for high-net-worth clients, family offices, and institutions. Based in Rhode Island, Hogan specializes in high-touch, purpose-aligned investment strategies tailored to each client's life events and goals. His responsibilities include portfolio oversight and facilitating comprehensive client solutions, particularly in the Worcester–Providence corridor.
Hogan's investment focus is on sectors such as convertible securities, community banks, and real estate investment trusts, reflecting Cutler Capital Management’s core expertise in generating growth and income for its clients. He leverages extensive experience in wealth management, with previous roles including Vice President at Wellesley Asset Management and TD Wealth, and Private Client Advisor at US Trust/Bank of America.
Holding a B.S. in Finance from the University of Rhode Island and a Chartered Financial Consultant (ChFC) designation from The American College of Financial Services, Hogan offers clients deep industry knowledge developed over nearly four decades. Notably, he is recognized for enhancing advisory capabilities at Cutler Capital, bringing strategic vision and a strong track record in private client wealth management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Cutler Capital Management LLC | Managing Director | Sep 2019 to Present | — |
| Wellesley Investment Advisors, Inc. | Vice President, Relationship Manager | Nov 2015 to Nov 2018 | Business Development, relationship management. |
| US Trust, Bank of America Private Wealth Management | Private Client Advisor | Jan 2007 to Dec 2011 | Primarily responsible for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals. Managed client team members and pa... |
| Sovereign Bank | Wealth Management Advisor | Jan 2003 to Jan 2007 | Responsible for all business development activities in Rhode Island and Southeastern Massachusetts for both high net worth and institutional markets. Developed and implemented sales strategy targeting... |
Education
The American College
Others at Cutler Capital Management, LLC (3)
| Name | Role | Location |
|---|---|---|
 | Director of Research and Portfolio Manager | MA , United States |
M Mitko Botev | Portfolio Manager | Worcester, MA , United States |
 | Assistant Securities Analyst | Boston, MA , United States |