Brian Rivotto
Gestor de Cartera-Acciones en CapFinancial Partners LLC .
Cargos activos de Brian Rivotto
Empresas | Cargo | Inicio | Fin |
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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. | Gestor de Cartera-Acciones | 08/12/2021 | - |
Historial de carrera de Brian Rivotto
Antiguos cargos conocidos de Brian Rivotto.
Empresas | Cargo | Inicio | Fin |
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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. | Director Ejecutivo | 01/01/2002 | 08/12/2021 |
Miembro del Comité de Inversión | 01/01/2002 | 08/12/2021 | |
Presidente | 01/01/2002 | 08/12/2021 |
Formación de Brian Rivotto.
Hamilton College (New York) | Undergraduate Degree |
Northeastern University | Graduate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
Operativa
Chief Executive Officer | 1 |
Investment Committee Member | 1 |
President | 1 |
Sectorial
Finance | 3 |
Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 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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