Brian Rivotto

Brian Rivotto

Portfolio Manager-Aktien bei CapFinancial Partners LLC

Finance
Consumer Services

Profil

Mr. Brian Rivotto, CPA, is a Managing Principal & Financial Advisor at CapFinancial Partners LLC.
Mr. Rivotto brings over 35 years of experience in the financial services industry to the team.
He works with clients on all aspects of the firm's financial, income tax, estate, insurance, and investment planning.
In addition, he has helped his clients successfully resolve some of life’s most complex challenges, including the sale of a business, new building construction, analyzing prenuptial agreements, and negotiating divorce settlements.
He also serves as a trustee and executor for several clients.
Mr. Rivotto joined us from RINET Company—a fee-only wealth management firm—where he was a shareholder and served as Chief Executive Officer and managing director.
He oversaw the entire organization and led the strategic direction for the firm.
Prior to joining RINET, he was a partner at KPMG, focused on tax planning and consulting for high-net-worth clients, closely-held businesses, and corporate executives.
He earned a Bachelor of Arts degree in economics from Hamilton College and a Master of Science degree in accounting from Northeastern University.
He is a Certified Public Accountant.

Aktive Positionen von Brian Rivotto

UnternehmenPositionBeginn
Portfolio Manager-Aktien 08.12.2021
Alle aktiven Positionen von Brian Rivotto

Ehemalige bekannte Positionen von Brian Rivotto

UnternehmenPositionEnde
Vorstandsvorsitzender 08.12.2021
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Ausbildung von Brian Rivotto

Hamilton College (New York) Undergraduate Degree
Northeastern University Graduate Degree

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

100 +

Beziehungen ersten Grades

4

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

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Unternehmensverbindungen

Private Unternehmen2

Finance

Finance

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