Chris Mahoney
Portefeuillebeheerder-Aandelen bij CapFinancial Partners LLC
Profiel
Mr. Christopher F.
Mahoney is a Principal & Financial Advisor at CapFinancial Partners LLC.
Mr. Mahoney brings with him more than 15 years of experience serving clients.
He specializes in creating customized wealth management plans that help clients plan for their investments, retirement, estates, taxes, insurance, and vital financial matters.
He joined CAPTRUST from RINET—a fee-only wealth management firm—where he served as managing director and was a member of the firm’s wealth planning group.
He began working in the industry in 2006.
He earned a Bachelor of Science degree in finance from Bryant University and a Master of Science degree in finance from Northeastern University.
Actieve functies van Chris Mahoney
| Bedrijven | Functie | Begin |
|---|---|---|
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 |
Eerdere bekende functies van Chris Mahoney
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 08-12-2021 |
Opleiding van Chris Mahoney
| Northeastern University | Graduate Degree |
| Bryant University | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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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 |
