Jeff Cutter, CPA, PFS, MBA, MS
Jeffrey graduated from the Massachusetts Maritime Academy in Buzzards Bay, Massachusetts with a Bachelor of Science (BS) in Marine Engineering in 1989. After graduation, Jeffrey had a successful career as an Officer in both the U.S. Merchant Marine and the U.S. Naval Reserves. In 1993, Jeffrey received a sponsorship from KPMG Peat Marwick to attend the executive program at the Graduate School of Professional Accounting at Northeastern University in Boston, Massachusetts. In twelve months Jeffrey graduated with distinction, earning both a Master of Business Administration (MBA) and a Master of Science (MS) in Accounting.
Jeffrey also began his financial and tax career in 1993 at KPMG Peat Marwick in both Providence, Rhode Island and Boston, Massachusetts and later joined ING Financial Partners in Braintree, Massachusetts. He started Cutter Financial Group, LLC in 2001 in Mansfield, Massachusetts. In 2008, Jeffrey left the brokerage world to become independent and earned his Investment Advisor Representative (IAR) designation. As an IAR, together with being designated a CPA and a PFS, Jeffrey is subject to Fiduciary Standards instead of the suitability standards used by brokerage and financial institutions. Jeffrey must put his clients needs first.
Jeffrey later opened the Falmouth office after recognizing the significant thirst for knowledge regarding low volatility and low risk investment management within Cape Cod’s retirement, pre-retirement, and conservative communities.
Jeffrey is an Elite Advisor with Ed Slott and Company. The Ed Slott Elite Advisor designation is exclusive to a group of 250 financial advisors out of over 300,000 financial advisors nationally. These advisors are dedicated to be leaders in the IRA industry. They are trained by Ed Slott, CPA, America’s IRA expert.
Gerald J. Robillard, CPA, MBA, CLTC
Before joining Cutter Financial Group, LLC as Regional Vice President, Mr. Robillard graduated from Bentley University with a Bachelor of Science in Accounting. Gerald then went on to get his Master’s in Business Administration from Suffolk University.
In 1967 Gerry was hired as a financial auditor by the prestigious firm of Price Waterhouse & Co. Subsequent to his public accounting experience, Gerry went on to become a Financial Administrator for the Lahey Clinic Foundation and Boston Children’s Hospital. Gerry developed a reputation for himself in the financial industry as a bulldog and advocate for his clients. In 1982 Gerry founded Gerald J. Robillard & Co. to provide the general public with the same level of financial services that he had been providing to business and hospitals since 1967.
In 2014 Gerry joined forces with Cutter Financial Group to bring to the residents of the South Shore and surrounding areas the same “Low Risk, Low Volatility Because You Don’t Have to Lose in Order to Gain” financial solutions that has made the Cutter Financial Group a success in Southeastern Massachusetts. As Mr. Cutter, CPA, PFS was quoted as saying “Gerry is one of the most knowledgeable advisors I’ve personally met, and we’re proud to welcome him and his team to the Cutter Financial Group Family.”
Gerry is a Master Elite Advisor with Ed Slott and Company. The Ed Slott Elite Advisor designation is exclusive to a group of 250 financial advisors out of over 300,000 advisors nationally. These advisors are dedicated to be leaders in the IRA industry. They are trained by Ed Slott, CPA, America’s IRA Expert. To learn more about Gerald, visit his website www.GeraldRobillard.com
Jill Cutter, RPh
Jill, Jeff’s wife, is instrumental in the infrastructure of Cutter Financial Group, LLC. Jill is a graduate of the University of Connecticut’s School of Pharmacy and is a licensed pharmacist. She also has a Life and Health Insurance license in Massachusetts. Jill understands the philosophies of Cutter Financial Group, LLC and always puts our clients’ needs first.
Jeff and Jill have been married for 18 years and have three beautiful daughters, Maeve, Phoebe, and Sophie. They currently make their home in Falmouth.
Susan grew up in Falmouth and went to Sacred Heart High School. She graduated from Boston College with a Bachelor of Arts in Economics in 1993 and earned her law degree from Boston College Law School in 1997.
After graduating from law school, Susan worked for PriceWaterhouseCoopers in Boston and Philadelphia with their multi-state tax consulting group. She then practiced law for twelve years before deciding to return to the financial industry.
With over 15 years of professional experience, Susan joined Cutter Financial Group. She is a licensed Investment Advisor Representative and works to help her clients prepare for a financially secure retirement. Susan believes in Cutter Financial Group’s philosophy of protecting and growing our clients’ assets through low risk, low volatility, successful investment solutions.
Susan resides in Falmouth with her husband, Seth, and their four young children.