Brian Rivotto
Portfolio Manager-Equities bij CapFinancial Partners LLC
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
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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-Equities | 08-12-2021 |
Eerdere bekende functies van Brian Rivotto
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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. | Chief Executive Officer | 08-12-2021 |
Opleiding van Brian Rivotto
Hamilton College (New York) | Undergraduate Degree |
Northeastern University | Graduate Degree |
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Bedrijven in privébezit | 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 |