Eric Joseph Passeri
Director de Inversiones en TrinityPoint Wealth LLC .
Perfil
Mr. Eric J.
Passeri is a Chief Investment Officer & Senior Wealth Advisor at TrinityPoint Wealth LLC.
His responsibilities include providing key research and input for the construction of client portfolios at the firm.
He also oversees manager due diligence at the firm.
Prior to joining the firm, Mr. Passeri was a Research Analyst at Beirne Wealth Consulting for six years.
He began his career at Merrill Lynch, where he was as a Financial Advisor from 1986-2012.
He earned his Bachelor’s Degree in Economics in 1986 from Fairfield University.
Cargos activos de Eric Joseph Passeri
| Empresas | Cargo | Inicio |
|---|---|---|
TrinityPoint Wealth LLC
 TrinityPoint Wealth LLC Investment ManagersFinance TrinityPoint Wealth LLC (TPW) is an independent registered wealth management and investment advisory firm headquartered in Milford, Connecticut. The firm is a subsidiary of TrinityPoint Wealth Holdings LLC, which is owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TPW provides holistic and personalized financial planning and discretionary and nondiscretionary investment advisory services to individuals and families, individuals and families, business owners, retirement plans, or institutions. | Director de Inversiones | 01/06/2018 |
Antiguos cargos conocidos de Eric Joseph Passeri.
| Empresas | Cargo | Fin |
|---|---|---|
Beirne Wealth Consulting LLC
 Beirne Wealth Consulting LLC Investment ManagersFinance Beirne Wealth Consulting LLC (BWC) is privately-owned investment firm headquartered in Shelton, Connecticut with an additional office in Pennsylvania. The firm was founded by John-Oliver Beirne and James Betzig in 2012. BWC provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, business owners and institutions. | Trading-Equity | 01/05/2018 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Formación de Eric Joseph Passeri.
| Fairfield University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Beirne Wealth Consulting LLC
Beirne Wealth Consulting LLC Investment ManagersFinance Beirne Wealth Consulting LLC (BWC) is privately-owned investment firm headquartered in Shelton, Connecticut with an additional office in Pennsylvania. The firm was founded by John-Oliver Beirne and James Betzig in 2012. BWC provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, business owners and institutions. | Finance |
TrinityPoint Wealth LLC
TrinityPoint Wealth LLC Investment ManagersFinance TrinityPoint Wealth LLC (TPW) is an independent registered wealth management and investment advisory firm headquartered in Milford, Connecticut. The firm is a subsidiary of TrinityPoint Wealth Holdings LLC, which is owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TPW provides holistic and personalized financial planning and discretionary and nondiscretionary investment advisory services to individuals and families, individuals and families, business owners, retirement plans, or institutions. | Finance |
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