Gary Paul Savage

Gestionnaire de Portefeuille-Actions chez CapFinancial Partners LLC

Profil

Mr. Gary P.
Savage, CPA, is a Principal & Financial Advisor at CapFinancial Partners LLC.
Mr. Savage is a principal and financial advisor and works with families to develop customized investment management plans and helps the clients integrate their plan with their broader wealth management goals.
As a 28-year financial planning industry veteran, he serves as trustee for his clients, utilizing his family navigation and wealth transfer strategy skills.
Mr. Savage joined CAPTRUST from RINET Company—a fee-only wealth management firm—where he was a shareholder and served as managing director and chief compliance officer.
He also led the firm’s wealth planning group and was a member of the investment committee.
Prior to joining RINET, he worked for a Boston-based regional accounting firm focusing on tax planning and consulting for high-net-worth clients.
He earned a Bachelor of Science degree in accountancy from Stonehill College and a Master of Science degree in taxation from Bentley College.
He is a Certified Financial Planner and a Certified Public Accountant.

Postes actifs de Gary Paul Savage

Sociétés	Poste	Début
CapFinancial Partners LLC	Gestionnaire de Portefeuille-Actions	08/12/2021

Anciens postes connus de Gary Paul Savage

Sociétés	Poste	Fin
RINET Co. LLC	Compliance Officer	08/12/2021

Formation de Gary Paul Savage

Stonehill College, Inc.	Undergraduate Degree
Bentley University	Graduate Degree