Chitra Staley Email & Phone Number
Managing Director @ Beacon Pointe
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Chitra Staley Location
- Waltham, MA, US
Chitra Staley Work
- 2015 - now Managing Director @
- 2004 - 2015 Chief Executive Officer and Chief Information Officer @
- 2000 - 2004 Chief Investment Officer @ Mintz Levin Financial Advisors
- 1997 - 1999 Chief Investment Officer @ Crosby Advisors
- 1991 - 1996 Vice President, Management Committee @
- 1984 - 1991 Senior Investment Officer @
Chitra Staley Education
- Simmons College
Master of Business Administration (Finance)
1981 - 1982 - Smith College
Bachelor of Arts (Biology)
1966 - 1973
Chitra Staley Skills
- Investments
- Strategic Financial Planning
- Equities
- Financial Advisory
- Risk Management
- Public Speaking
- Portfolio Management
- Estate Planning
- Non-profits
- Strategic Planning
- Asset Allocation
- Business Strategy
- Research
- Wealth Management
- Analysis
- Management
- Leadership
- Entrepreneurship
- Strategy
- Finance
- Financial Analysis
- Investment Strategies
- Financial Planning
- Wealth
- Non Profits
Chitra Staley Summary
- Chitra Staley, based in Waltham, MA, US, is currently a Managing Director at Beacon Pointe Advisors. Chitra Staley brings experience from previous roles at TPW Financial, Mintz Levin Financial Advisors, Crosby Advisors and Trillium Asset Management. Chitra Staley holds a 1981 - 1982 Master of Business Administration in Finance @ Simmons College. With a robust skill set that includes Investments, Strategic Financial Planning, Equities, Financial Advisory, Risk Management and more. Chitra Staley has 1 emails and 1 mobile phone numbers on RocketReach.
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