Brian Rivotto
Portfolio Manager-Aktien bei CapFinancial Partners LLC
Aktive Positionen von Brian Rivotto
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Portfolio Manager-Aktien | 08.12.2021 | - |
Karriereverlauf von Brian Rivotto
Ehemalige bekannte Positionen von Brian Rivotto
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
RINET Co. LLC
RINET Co. LLC Investment ManagersFinance RINET Co. LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1974 by Brian Rivotto. In 2021, the firm was acquired by CapFinancial Partners LLC, which is owned by The CapFinancial Group LLC. RINET Co. provides investment management services to high net-worth individuals and families including their trusts and charitable entities. | Vorstandsvorsitzender | 01.01.2002 | 08.12.2021 |
Mitglied des Investmentausschusses | 01.01.2002 | 08.12.2021 | |
Präsident | 01.01.2002 | 08.12.2021 |
Ausbildung von Brian Rivotto
Hamilton College (New York) | Undergraduate Degree |
Northeastern University | Graduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Chief Executive Officer | 1 |
Investment Committee Member | 1 |
President | 1 |
Sektoral
Finance | 3 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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RINET Co. LLC
RINET Co. LLC Investment ManagersFinance RINET Co. LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1974 by Brian Rivotto. In 2021, the firm was acquired by CapFinancial Partners LLC, which is owned by The CapFinancial Group LLC. RINET Co. provides investment management services to high net-worth individuals and families including their trusts and charitable entities. | Finance |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |
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