Brian McGuinness Email & Phone Number
Partner @ Capital Management Group
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Brian McGuinness Location
- New York, NY, US
Brian McGuinness Work
- 2024 -now Partner @
- 2021 -now Co-Founder @
- 2017 -2024 Senior Wealth Advisor @
- 2006 -2017 Financial Consultant @
- 2004 -2006 Financial Advisor @
Brian McGuinness Education
- Boston University 2001-2004
- Boston College High School 1997-1999
- Valley Forge Military Academy & College 1995-1997
Brian McGuinness Skills
- Small Business
- Estate Planning
- Securities
- Insurance Planning
- Risk Management
- Asset Management
- Health Insurance
- 401k
- Estate Planning Strategies
- Long Term Care
- Disability Insurance
- Insurance
- Retirement Planning
- Wealth Management
- Financial Planning
- Succession Planning
Brian McGuinness Summary
- Brian McGuinness, based in New York, NY, US, is currently a Partner at Capital Management Group. Brian McGuinness brings experience from previous roles at Chrono | Bloodhound Intelligence, Inc., Capital Management Group, AXA Advisors and Morgan Stanley. Brian McGuinness holds a 2001 - 2004 Boston University. With a robust skill set that includes Small Business, Estate Planning, Securities, Insurance Planning, Risk Management and more. Brian McGuinness has 5 emails and 3 mobile phone numbers on RocketReach.
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