Chitra Staley Email & Phone Number
Managing Director @ Beacon Pointe
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Chitra Staley Location
- Waltham, MA, US
Chitra Staley Work
- Managing Director @ (October 2015 - Present)
- Chief Executive Officer and Chief Information Officer @ (October 2004 - September 2015)
- Chief Investment Officer @ Mintz Levin Financial Advisors (January 2000 - January 2004)
- Chief Investment Officer @ Crosby Advisors (January 1997 - January 1999)
- Vice President, Management Committee @ (January 1991 - January 1996)
- Senior Investment Officer @ (January 1984 - January 1991)
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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