Daniel Pinheiro Email & Phone Number
Founder and Wealth Manager @ South Coast Planning & Wealth Management LLC
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Daniel Pinheiro Location
- Swansea, MA, US
Daniel Pinheiro Work
- 2023 - now Founder and Wealth Manager @
- 2019 - 2023 Wealth Manager and Portfolio Manager @
- 2019 - 2019 Portfolio Oversight Manager ll, Assistant Vice President @
- 2017 - 2019 Portfolio Oversight Manager, Assistant Vice President @
- 2013 - 2017 Assistant Vice President, Senior Analyst @
- 2012 - 2013 Precious Metals Trader @
- 2011 - 2012 Investment Analyst @
- 2005 - 2011 Officer @
Daniel Pinheiro Education
- Yale School of Management
Certificate in Wealth Management Theory & Practice
2022 - D'Amore-McKim School of Business at Northeastern University
MSF (Finance)
2008 - 2010 - University of Massachusetts Dartmouth
Bachelors Degree (Business Information Systems)
2002 - 2004
Daniel Pinheiro Skills
- VBA
- Bloomberg Terminal
- Asset Allocation
- Portfolio Management
- Equities
- Fixed Income
- Capital Markets
- Precious Metals
- Equity Research
- Trading
- Investment Management
Daniel Pinheiro Summary
- Daniel Pinheiro, based in Swansea, MA, US, is currently a Founder and Wealth Manager at South Coast Planning & Wealth Management LLC. Daniel Pinheiro brings experience from previous roles at Barry Investment Advisors, Bank of America and Mansfield Bank. Daniel Pinheiro holds a Certificate in Wealth Management Theory & Practice @ Yale School of Management. With a robust skill set that includes VBA, Bloomberg Terminal, Asset Allocation, Portfolio Management, Equities and more. Daniel Pinheiro has 5 emails and 1 mobile phone numbers on RocketReach.
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Top South Coast Planning & Wealth Management LLC Employees
Daniel Pinheiro
Founder and Wealth Manager
Swansea, MA, US
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