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Skip Briggs
Directeur Général chez
Briggs Advisory Group, Inc.
Profil
Mr. Harold E.
Briggs is a Wealth Advisor at Briggs Advisory Group, Inc. He has over 40 years extensive tax and wealth advisory experience, he works to ensure the design and implementation of tax-optimized, goal-focused, planning-driven wealth management solutions meet each client’s unique needs.
Mr. Briggs has previously served terms as treasurer at the Central Rhode Island Chamber of Commerce, treasurer and vice president at Meeting Street Center, and a member of the Professional Advisory Council at the Rhode Island Foundation.
Prior to his time at Briggs Advisory Group, he held positions of managing director, tax partner and tax director at a variety of firms.
He received his Bachelor of Science in Business Administration in accounting from Bryant University in 1983.
Postes actifs de Skip Briggs
| Sociétés | Poste | Début |
|---|---|---|
Briggs Advisory Group, Inc.
 Briggs Advisory Group, Inc. Investment ManagersFinance Briggs's services are based on long-term investment strategies incorporating the principles of Modern Portfolio Theory and the Efficient Markets Theory. The firm uses investment and portfolio allocation software to evaluate alternative portfolio designs. They typically create a portfolio of passively managed asset classes, comprised of no-load index based mutual funds and/or exchange traded funds (ETFs). | Directeur Général | 01/01/2018 |
Anciens postes connus de Skip Briggs
| Sociétés | Poste | Fin |
|---|---|---|
Disanto, Priest & Co.
 Disanto, Priest & Co. Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | 01/01/2015 |
Formation de Skip Briggs
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
20
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Disanto, Priest & Co.
Disanto, Priest & Co. Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Bryant University
 Bryant University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Briggs Advisory Group, Inc.
Briggs Advisory Group, Inc. Investment ManagersFinance Briggs's services are based on long-term investment strategies incorporating the principles of Modern Portfolio Theory and the Efficient Markets Theory. The firm uses investment and portfolio allocation software to evaluate alternative portfolio designs. They typically create a portfolio of passively managed asset classes, comprised of no-load index based mutual funds and/or exchange traded funds (ETFs). | Finance |
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