Actieve functies van Greg Pinto
Bedrijven | Functie | Begin | Einde |
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BOSTON WEALTH STRATEGIES INC.
BOSTON WEALTH STRATEGIES INC. Investment ManagersFinance Boston Wealth Strategies Inc. offers financial and wealth management services. The private company is located in the US. | Oprichter | 01-01-2013 | - |
Corporate Officer/Principal | 01-01-2013 | - |
Loopbaan van Greg Pinto
Eerdere bekende functies van Greg Pinto
Bedrijven | Functie | Begin | Einde |
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Baystate Wealth Management LLC
Baystate Wealth Management LLC Investment ManagersFinance Baystate Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Thomas “Tom” O'Connor in 2010. They were acquired by Mariner Wealth Advisors LLC in 2024. BWM creates and manages customized portfolios for high-net-worth individuals, corporate pensions and profit-sharing plans, closely held and family businesses, corporations, trusts, foundations, and athletes involved in professional and amateur athletics. | Algemeen Directeur | 01-04-2010 | 01-12-2019 |
Portefeuillebeheerder-Aandelen | 01-04-2010 | 01-12-2019 |
Opleiding van Greg Pinto
Rochester Christian University | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Chief Executive Officer | 1 |
Portfolio Manager-Equities | 1 |
Masters Business Admin | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Baystate Wealth Management LLC
Baystate Wealth Management LLC Investment ManagersFinance Baystate Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Thomas “Tom” O'Connor in 2010. They were acquired by Mariner Wealth Advisors LLC in 2024. BWM creates and manages customized portfolios for high-net-worth individuals, corporate pensions and profit-sharing plans, closely held and family businesses, corporations, trusts, foundations, and athletes involved in professional and amateur athletics. | Finance |
BOSTON WEALTH STRATEGIES INC.
BOSTON WEALTH STRATEGIES INC. Investment ManagersFinance Boston Wealth Strategies Inc. offers financial and wealth management services. The private company is located in the US. | Finance |
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