![Daniel Pinheiro](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Daniel Pinheiro, CFA, is a Founder & Wealth Manager at South Coast Planning & Wealth Management LLC.
He has nearly 20 years of investment & financial planning experience working with individuals, institutions, endowments, and foundations.
Mr. Pinheiro was previously employed as a Wealth Manager by Barry Investment Advisors LLC.
He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University, and a Certificate in Wealth Management Theory & Practice from the Yale School of Management.
He is a board member of CFA Society Providence.
Aktive Positionen von Daniel Pinheiro
| Unternehmen | Position | Beginn |
|---|
Ehemalige bekannte Positionen von Daniel Pinheiro
| Unternehmen | Position | Ende |
|---|---|---|
Barry Investment Advisors LLC
 Barry Investment Advisors LLC Investment ManagersFinance BIA’s investment approach is best described as Balanced Global Value, investing in quality companies priced favorably relative to earnings and book values. Clients are advised in accordance with their needs and goals, with resources generally allocated among equities, fixed income and cash equivalents. They may also recommend mutual funds, ETFs and closed-end funds for niche investment areas or when appropriate for a particular account size. | Portfolio Manager-Aktien | 01.04.2023 |
Ausbildung von Daniel Pinheiro
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
94
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Barry Investment Advisors LLC
Barry Investment Advisors LLC Investment ManagersFinance BIA’s investment approach is best described as Balanced Global Value, investing in quality companies priced favorably relative to earnings and book values. Clients are advised in accordance with their needs and goals, with resources generally allocated among equities, fixed income and cash equivalents. They may also recommend mutual funds, ETFs and closed-end funds for niche investment areas or when appropriate for a particular account size. | Finance |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
