Brian Rivotto

Gestionnaire de Portefeuille-Actions chez CapFinancial Partners LLC

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.

Postes actifs de Brian Rivotto

Sociétés	Poste	Début
CapFinancial Partners LLC	Gestionnaire de Portefeuille-Actions	08/12/2021

Anciens postes connus de Brian Rivotto

Sociétés	Poste	Fin
RINET Co. LLC	Directeur Général	08/12/2021

Formation de Brian Rivotto

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