Bert Gilbert Location
Boston, MA, US
Bert Gilbert Work
- 2019 - now Private Wealth Advisor @ Baystate Financial
- 2014 - 2019 Financial Services Professional @ NYLIFE Securities LLC
- 2014 - 2019 Agent @ New York Life
- 2008 - 2009 Managing Director @ Brookwood Securities Partners l.p
- 2004 - 2008 Senior Vice President, Investments - Omega Portfolio Manager @ Oppenheimer & Co. Inc.
- 1999 - 2004 Senior Vice President, Investments @ Morgan Stanley
- 1988 - 1999 Principal @ alex.brown and Sons
- 1979 - 1983 Senior Brokerage Consultant @ Cigna Financial Services
- Partner @ Winthrop Capital Advisors
Bert Gilbert Education
- Boston College1970 - 1974
- Berwick Academy1969 - 1970
Bert Gilbert Skills
- Risk Management
- Succession Planning
- Wealth Preservation Planning
- 401k Rollovers
- Estate Planning
- Income Protection
- Legacy Planning
- Life Insurance Strategies
- Lifetime Income Strategies
- Gifting Strategies
Bert Gilbert Summary
Bert Gilbert, based in Boston, MA, US, is currently a Private Wealth Advisor at Baystate Financial. Bert Gilbert brings experience from previous roles at Nylife Securities LLC, New York Life Insurance Company, Brookwood Securities Partners l.p and Oppenheimer & Co. Inc.. Bert Gilbert holds a 1970 - 1974 Boston College. With a robust skill set that includes Risk Management, Succession Planning, Wealth Preservation Planning, 401k Rollovers, Estate Planning and more. Bert Gilbert has 2 emails on RocketReach.
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Top Baystate Financial Employees
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Peter Petri
Managing Director at Baystate Financial
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John Brady Jr
Managing Director at Baystate Financial
Boston, MA, US25 -
Dave Porter
Managing Partner at Baystate Financial
Naples, FL, US25+ -
Brad Martin
Managing Director at Baystate Financial
Colchester, VT, US13 -
Anthony Nofi
Managing Director at Baystate Financial
Marshfield, MA, US15 -
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Tommy Bohanon
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Bryan Morrell
Partner at Baystate Financial
Boston, MA, US25+ -
James Marlor
Partner, Financial Advisor at Baystate Financial
West Hartford, CT, US22 -
25+
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Matt Smith
Recruiting Director at Baystate Financial
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Alison Casey
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21
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