David has been in the securities business since 1958 when he graduated from The Amos Tuck School of Business at Dartmouth. Dave learned the bond business at Halsey Stuart & Co., the brokerage business at White Weld & Co. and Tucker Anthony (which ultimately became RBC Dain Rauscher), and portfolio management at Loomis Sayles & Co., where he served as President of the Loomis Sayles Mutual Fund, a balanced fund, from 1970-1973. Dave graduated from Bowdoin College in 1954, and joined the U.S. Army shortly thereafter. He holds the Series 1, 63 and 65 licenses.
Dave lives in Winchester, MA and Carefree, AZ with his wife of over 50 years. He is an avid sports fan and golfer, and keeps his handicap low with phenomenal putting.
(D.J.) began his career in the mutual fund business with Fidelity Investments in 1987. From there, he joined the money management firm of Freedom Capital Management as a research analyst and ultimately managed portfolios for high-net-worth individuals, pension funds, and foundations. In 1994, D.J. joined Tucker Anthony to build his own portfolio management practice. In 2005 he left RBC Dain Rauscher (the successor firm to Tucker Anthony) to join Moors and Cabot and create EagleClaw Capital Management. He is a 1987 graduate of Bowdoin College and earned the Chartered Financial Analyst (CFA) designation in 1993. He is a member of the Boston Security Analysts Society and the CFA Institute, and holds the Series 7, 63 and 65 licenses.
DJ lives in Hingham, MA with his wife and 3 children. In addition to spending free time with his family, DJ enjoys fishing, woodworking, and has recently taken up mountain biking.
Scot grew up locally in West Newbury, MA, and attended Bates College in Lewiston, ME, where he studied English and Economics. After graduating in 2007, Scot joined Moors & Cabot and earned his Series 7, 66, and Life/Health licenses. In 2012, Scot joined Fidelity Investments, where he earned his CFP designation and emerged as a detail-oriented financial planner with a deep commitment to his clients and their families. From 2018 to 2024, Scot served as Fidelity’s lead advisor to high-net-worth clients with complex planning needs from the firm’s “Flagship” office in Boston’s Post Office Square before joining EagleClaw Capital in January 2025.
Today, Scot lives in Andover, MA, with his son Henry (9) and daughter Lucy (6). Outside the office, you'll find Scot playing or coaching hockey, tackling an endless list of house projects, or finding a few minutes to golf or fly-fish.
Senior Vice President, Chief Compliance Officer
Katherine Kelliher joined Moors & Cabot in 2014 and became the firm's Chief Compliance Officer in 2024. Prior to Moors & Cabot, she held various compliance and other roles within financial services and she brings a total of 25+ years of industry experience to the firm.
Katherine holds the Certified Regulatory Compliance Professional designation from the FINRA Institute at Georgetown and she received a Bachelor of Arts degree in Economics from Stonehill College. She is active in various charitable organizations in the Boston area. As a Registered Representative of Moors & Cabot, Inc., Katherine holds Series 7, 24, 63, and 65 licenses.
Senior Client Associate
Marilyn joined EagleClaw Capital Management in July of 2026, and assists our team in all facets of operations and customer-based services. She has been employed at Moors & Cabot for ten years. Prior to joining Moors & Cabot, Marilyn worked for 31 years at Merrill Lynch in Boston by taking on various positions in operations department followed by a becoming a Registered Client Associate and ending her career at Merrill Lynch in the compliance department as an assistant manager. She has a wealth of knowledge and expertise in this industry and is a problem solver by nature. She holds the following Licenses: Series 7, 63, 65 and SIE.
She currently resides in Topsfield living near her two grown daughters. Her passion outside of work is a good game of golf.
Client Associate
Inis Mija is a Client Associate at Moors & Cabot, where she is dedicated to providing client service and supporting the EagleClaw Team with day-to-day account management and administrative operations. Before joining Moors & Cabot in 2026, she spent four years as an independent financial advisor, gaining extensive knowledge in financial planning, investment strategies, and relationship management.
She is committed to delivering a seamless client experience through responsive communication, attention to detail, and efficient service. With experience as both a financial advisor and a client service professional, Inis possesses a comprehensive understanding of the financial planning process, enabling her to anticipate client needs and deliver tailored support.
Inis earned a Bachelor of Business Administration in Finance from the University of Massachusetts Amherst in 2022, where she was named to the Dean’s List in recognition of her academic success.
Lead Client Associate