Brian Rivotto
Gestionnaire de Portefeuille-Actions chez CapFinancial Partners LLC
Postes actifs de Brian Rivotto
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 08/12/2021 | - |
Historique de carrière de Brian Rivotto
Anciens postes connus de Brian Rivotto
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Directeur Général | 01/01/2002 | 08/12/2021 |
| Membre du Comité d'Investissement | 01/01/2002 | 08/12/2021 | |
| President | 01/01/2002 | 08/12/2021 |
Formation de Brian Rivotto
| Hamilton College (New York) | Undergraduate Degree |
| Northeastern University | Graduate Degree |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Chief Executive Officer | 1 |
| Investment Committee Member | 1 |
| President | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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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