Brian Rivotto

Brian Rivotto

Portfolio Manager-Equities bij CapFinancial Partners LLC

Consumer Services
Finance

Profiel

Mr. Brian Rivotto, CPA, is a Managing Principal & Financial Advisor at CapFinancial Partners LLC.
Mr. Rivotto brings over 35 years of experience in the financial services industry to the team.
He works with clients on all aspects of the firm's financial, income tax, estate, insurance, and investment planning.
In addition, he has helped his clients successfully resolve some of life’s most complex challenges, including the sale of a business, new building construction, analyzing prenuptial agreements, and negotiating divorce settlements.
He also serves as a trustee and executor for several clients.
Mr. Rivotto joined us from RINET Company—a fee-only wealth management firm—where he was a shareholder and served as Chief Executive Officer and managing director.
He oversaw the entire organization and led the strategic direction for the firm.
Prior to joining RINET, he was a partner at KPMG, focused on tax planning and consulting for high-net-worth clients, closely-held businesses, and corporate executives.
He earned a Bachelor of Arts degree in economics from Hamilton College and a Master of Science degree in accounting from Northeastern University.
He is a Certified Public Accountant.

Actieve functies van Brian Rivotto

BedrijvenFunctieBegin
Portfolio Manager-Equities 08-12-2021
Alle actieve functies van Brian Rivotto

Eerdere bekende functies van Brian Rivotto

BedrijvenFunctieEinde
Chief Executive Officer 08-12-2021
Ervaring van Brian Rivotto in detail bekijken

Opleiding van Brian Rivotto

Hamilton College (New York) Undergraduate Degree
Northeastern University Graduate Degree

Ervaring
Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Ervaring van Brian Rivotto in detail bekijken

Connecties

100 +

Eerstegraads connecties

4

Bedrijven verbonden in de eerste graad

Man

Vrouw

Besturend

Uitvoerend

Persoonlijk netwerk weergeven

Verwante bedrijven

Bedrijven in privébezit2

Finance

Finance

Zie bedrijfsconnecties
  1. Beurs
  2. Insiders
  3. Brian Rivotto