![Gary Paul Savage](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>)
Gary Paul Savage
Gestore di Portafoglio-Azioni presso
CapFinancial Partners LLC
Profilo
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.
Posizioni attive di Gary Paul Savage
| Società | Posizione | Inizio |
|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Gestore di Portafoglio-Azioni | 08/12/2021 |
Precedenti posizioni note di Gary Paul Savage
| Società | Posizione | Fine |
|---|---|---|
RINET Co. LLC
 RINET Co. LLC Investment ManagersFinance RINET Co. employs a manager-of-managers approach that includes all asset classes and all investable countries. The firm does not invest in individual securities but instead, develops several model portfolios (aggressive growth, growth, growth and income, income with moderate growth and income with capital preservation) that are built around mutual funds, ETFs, separate account managers, fixed income and alternative investments as well as some private equity, real estate and hard assets and tactical positioning. | Responsabile della Conformità | 08/12/2021 |
Formazione di Gary Paul Savage
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
82
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
RINET Co. LLC
RINET Co. LLC Investment ManagersFinance RINET Co. employs a manager-of-managers approach that includes all asset classes and all investable countries. The firm does not invest in individual securities but instead, develops several model portfolios (aggressive growth, growth, growth and income, income with moderate growth and income with capital preservation) that are built around mutual funds, ETFs, separate account managers, fixed income and alternative investments as well as some private equity, real estate and hard assets and tactical positioning. | Finance |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stonehill College, Inc.
 Stonehill College, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Finance |
