Brian McGuinness Email & Phone Number
Partner @ Capital Management Group
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Brian McGuinness Location
- New York, NY, US
Brian McGuinness Work
- Partner @ (January 2024 - Present)
- Senior Wealth Advisor @ (June 2017 - July 2024)
- Co-Founder @ (January 2021 - Present)
- Financial Consultant @ (August 2006 - April 2017)
- Financial Advisor @ (July 2004 - July 2006)
Brian McGuinness Education
- Boston University
(Business & Sociology)
2001-2004 - Boston College High School 1997-1999
- Valley Forge Military Academy 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 Capital Management Group, Chrono | Bloodhound Intelligence, Inc., 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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