Profilo
Gregory Jude Pinto has founded Boston Wealth Strategies, Inc. in 2013, where he holds the title of Senior Partner.
He was also the Chief Executive Officer at Baystate Wealth Management LLC from 2010 to 2019.
Mr. Pinto earned an MBA degree from the University of Rochester in 1989.
Posizioni attive di Greg Pinto
| Società | Posizione | Inizio |
|---|---|---|
BOSTON WEALTH STRATEGIES INC.
 BOSTON WEALTH STRATEGIES INC. Investment ManagersFinance Boston Wealth Strategies Inc. offers financial and wealth management services. The private company is located in the US. | Fondatore | 01/01/2013 |
Precedenti posizioni note di Greg Pinto
| Società | Posizione | Fine |
|---|---|---|
Baystate Wealth Management LLC
 Baystate Wealth Management LLC Investment ManagersFinance Baystate Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Thomas “Tom” O'Connor in 2010. They were acquired by Mariner Wealth Advisors LLC in 2024. BWM creates and manages customized portfolios for high-net-worth individuals, corporate pensions and profit-sharing plans, closely held and family businesses, corporations, trusts, foundations, and athletes involved in professional and amateur athletics. | Amministratore Delegato | 01/12/2019 |
Formazione di Greg Pinto
| Rochester Christian University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Baystate Wealth Management LLC
Baystate Wealth Management LLC Investment ManagersFinance Baystate Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Thomas “Tom” O'Connor in 2010. They were acquired by Mariner Wealth Advisors LLC in 2024. BWM creates and manages customized portfolios for high-net-worth individuals, corporate pensions and profit-sharing plans, closely held and family businesses, corporations, trusts, foundations, and athletes involved in professional and amateur athletics. | Finance |
BOSTON WEALTH STRATEGIES INC.
BOSTON WEALTH STRATEGIES INC. Investment ManagersFinance Boston Wealth Strategies Inc. offers financial and wealth management services. The private company is located in the US. | Finance |
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