Kate DiMascolo provides personalized investment and wealth management solutions to individuals and businesses. She comes to Cape Cod Financial Services with more than 13 years of investment experience. Kate previously held roles at Merrill Lynch and Wells Fargo. She is a fully qualified Osaic Institutions Inc. Investment Executive. Kate, who lives in Sandwich, with her […]

Robert Martin has more than 35 years of investment and wealth management experience. He is a Certified Investment Management Analyst and a member of The Investment Management Consultants Association. He is registered with Financial Industry Regulatory Authority (FINRA) and has Massachusetts Life and Health Insurance licenses. Bob is also certified with The Corporation for Social […]