Skip Briggs
Amministratore Delegato presso Briggs Advisory Group, Inc.
Profilo
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.
Posizioni attive di Skip Briggs
| Società | Posizione | Inizio |
|---|---|---|
Briggs Advisory Group, Inc.
 Briggs Advisory Group, Inc. Investment ManagersFinance Briggs Advisory Group, Inc. (Briggs) is an investment management firm headquartered in Lincoln, Rhode Island. The firm was founded in 2018 by Harold “Skip” Briggs Jr. They were acquired in 2023 by Buckingham Strategic Wealth LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Briggs offers comprehensive financial planning services to individuals and families, which includes investment management, retirement planning and insurance planning. | Amministratore Delegato | 01/01/2018 |
Precedenti posizioni note di Skip Briggs
| Società | Posizione | Fine |
|---|---|---|
Disanto, Priest & Co.
 Disanto, Priest & Co. Miscellaneous Commercial ServicesCommercial Services Disanto, Priest & Co. is a business advisor that serves privately-held companies in various industries such as construction, commercial fishing, cannabis, distribution, manufacturing, precious metals, professional services, real estate, retail, and technology. Disanto, Priest is based in Warwick, RI. The private company provides tax planning, tax compliance, assurance, and wealth advisory services to the owner operators of those closely-held entities. | Corporate Officer/Principal | 01/01/2015 |
Formazione di Skip Briggs
| Bryant University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Disanto, Priest & Co.
Disanto, Priest & Co. Miscellaneous Commercial ServicesCommercial Services Disanto, Priest & Co. is a business advisor that serves privately-held companies in various industries such as construction, commercial fishing, cannabis, distribution, manufacturing, precious metals, professional services, real estate, retail, and technology. Disanto, Priest is based in Warwick, RI. The private company provides tax planning, tax compliance, assurance, and wealth advisory services to the owner operators of those closely-held entities. | Commercial Services |
Briggs Advisory Group, Inc.
Briggs Advisory Group, Inc. Investment ManagersFinance Briggs Advisory Group, Inc. (Briggs) is an investment management firm headquartered in Lincoln, Rhode Island. The firm was founded in 2018 by Harold “Skip” Briggs Jr. They were acquired in 2023 by Buckingham Strategic Wealth LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Briggs offers comprehensive financial planning services to individuals and families, which includes investment management, retirement planning and insurance planning. | Finance |
- Borsa valori
- Insiders
- Skip Briggs
