Bert Gilbert Email & Phone Number
Private Wealth Advisor @ Baystate Financial
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Bert Gilbert Location
- Boston, MA, US
Bert Gilbert Work
- 2019 - now Private Wealth Advisor @
- 2014 - 2019 Financial Services Professional @
- 2014 - 2019 Agent @
- 2008 - 2009 Managing Director @ Brookwood Securities Partners l.p
- 2004 - 2008 Senior Vice President, Investments - Omega Portfolio Manager @
- 1999 - 2004 Senior Vice President, Investments @
- 1988 - 1999 Principal @ alex.brown and Sons
- 1979 - 1983 Senior Brokerage Consultant @ Cigna Financial Services
- now Partner @
Bert Gilbert Education
- Boston College 1970 - 1974
- Berwick Academy 1969 - 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
- Long Term Care Insurance
- Investments
- Mutual Funds
- Management
- Leadership
- Strategic Planning
- Personal Finance
- Asset Protection
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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Dave Porter
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