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
- Founder and Wealth Manager @ (May 2023 - Present)
- Wealth Manager and Portfolio Manager @ (December 2019 - April 2023)
- Portfolio Oversight Manager ll, Assistant Vice President @ (June 2019 - December 2019)
- Portfolio Oversight Manager, Assistant Vice President @ (April 2017 - December 2019)
- Assistant Vice President, Senior Analyst @ Mansfield Bank (October 2013 - March 2017)
- Precious Metals Trader @ (April 2012 - October 2013)
- Investment Analyst @ Kaspick & Company (February 2011 - April 2012)
- Officer @ (March 2005 - February 2011)
Daniel Pinheiro Education
- D'Amore-McKim School of Business at Northeastern University
MSF (Finance)
2008-2010 - University of Massachusetts Dartmouth
Bachelors Degree (Business Information Systems)
2002-2004 - Yale School of Management
Certificate in Wealth Management Theory & Practice
2022
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 2008 - 2010 MSF in Finance @ D'Amore-McKim School of Business at Northeastern University. With a robust skill set that includes VBA, Bloomberg Terminal, Asset Allocation, Portfolio Management, Equities and more. Daniel Pinheiro has 4 emails and 3 mobile phone numbers on RocketReach.
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