Beth Cutler Location
- New York, NY, US
Beth Cutler Work
- 2020 - now President, Founder @ Merritt Point Wealth Advisors
- 2019 - 2020 President, Founder @ Cutler Andrews Capital Management
- 2008 - 2019 Senior Vice President- Investment Officer, Cutler and Andrews Financial Group @
- 2003 - 2008 Vice President- Investments @
- 1994 - 2003 Director, AIG Trading Group Inc. @
- 1984 - 1994 Vice President @
- 1982 - 1984 Money Market Trader @ Shearson/ American Express
Beth Cutler Education
- Mount Holyoke College
BA (English Literature)
1978 - 1982 - Paul D. Schreiber High School 1974 - 1978
Beth Cutler Skills
- Retirement Planning
- Investments
- Strategic Planning
- FX Options
- asset allocation
- Insurance
- Risk Management
- Fixed Income
- Mutual Funds
- Securities
- Trading
- Capital Markets
- Financial Advisory
- Financial Modeling
- Equities
- Fixed Annuities
- High Net Worth Individuals
- Concentrated Stock Management
- Multi-generational Wealth Planning
- Retirment Planning
- Tax-efficient Strategies
- Wealth-preservation Planning
- Portfolio Analysis
- Wealth Preservation Planning
- 401k Options
- Marketing
- Financial Analysis
- Portfolio Management
- Asset Management
- Wealth Management
- 401k Rollovers
- Multi Generational Wealth Planning
- Tax Efficient Strategies
Beth Cutler Summary
- Beth Cutler, based in New York, NY, US, is currently a President, Founder at Merritt Point Wealth Advisors. Beth Cutler brings experience from previous roles at Cutler Andrews Capital Management, Wells Fargo Advisors, UBS Financial Services and American International Group. Beth Cutler holds a 1978 - 1982 BA in English Literature @ Mount Holyoke College. With a robust skill set that includes Retirement Planning, Investments, Strategic Planning, FX Options, asset allocation and more. Beth Cutler has 1 emails and 1 mobile phone numbers on RocketReach.
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