Cdfa Pinto Location
New York, NY, US
Cdfa Pinto Work
- 2012 - now Managing Director @ Wealthspire Advisors
- 2003 - now Board Member @ PORT WASHINGTON LIBRARY FOUNDATION INC
- 2000 - now Alumni Student Recruiter @ University of Michigan
- 2010 - 2012 Senior Vice President Client Service @ Hillview Capital Advisors, LLC
- 2003 - 2009 Senior Vice President Private Client Advisor @ U.S. Trust
- 1999 - 2003 Senior Vice President, Portfolio Manager, Client Service and Marketing @ Lazard Asset Management
- 2003 - now Board Member @ Port Washington Library Foundation
- 2000 - now Alumni Student Recruiter @ University of Michigan
- 1997 - 1999 Managing Director @ Havell Capital Management
- 1994 - 1997 Group Director, Marketing and Client Services @ Neuberger Berman
Cdfa Pinto Education
- Evanston Township High School
- University of Chicago Booth School of Business
Master of Business Administration (Marketing, Finance)
- University of Michigan
Bachelor of Arts (Economics, Psychology)
Cdfa Pinto Skills
- Portfolio Management
- Investments
- Wealth Management
- Mutual Funds
- Equities
- Asset Allocation
- Investment Management
- Financial Services
- Hedge Funds
- Asset Management
Cdfa Pinto Summary
Cdfa Pinto, based in New York, NY, US, is currently a Managing Director at Wealthspire Advisors. Cdfa Pinto brings experience from previous roles at Port Washington Library Foundation, University of Michigan, Hillview Capital Advisors, LLC and u.s. Trust. Cdfa Pinto holds a Evanston Township High School. With a robust skill set that includes Portfolio Management, Investments, Wealth Management, Mutual Funds, Equities and more. Cdfa Pinto has 3 emails on RocketReach.
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