Brian Rivotto
Portefeuillebeheerder-Aandelen bij CapFinancial Partners LLC
Actieve functies van Brian Rivotto
Bedrijven | Functie | Begin | Einde |
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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. | Portefeuillebeheerder-Aandelen | 08-12-2021 | - |
Loopbaan van Brian Rivotto
Eerdere bekende functies van Brian Rivotto
Bedrijven | Functie | Begin | Einde |
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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. | Algemeen Directeur | 01-01-2002 | 08-12-2021 |
Lid van de Investeringscommissie | 01-01-2002 | 08-12-2021 | |
President | 01-01-2002 | 08-12-2021 |
Opleiding van Brian Rivotto
Hamilton College (New York) | Undergraduate Degree |
Northeastern University | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Chief Executive Officer | 1 |
Investment Committee Member | 1 |
President | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
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 |
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