Davi Kutner Email & Phone Number
Partner, Managing Director, Wealth Advisor, Private Client Services at Aprio @ RINA WM is now Aprio Wealth Management
Davi Kutner's Location
Atlanta, GA, US
Davi Kutner's Work
- Partner, Managing Director, Wealth Advisor, Private Client Services at Aprio @ RINA WM is now Aprio Wealth Management
- Managing Director, Wealth Advisor, Private Client Services at Aprio @ RINA WM is now Aprio Wealth Management
- Financial Advisor @ JOYN
- Associate @ Allied Consulting Group, LLC (Strategic Planning, Executive Search, Vistage, Corporate Anthropology)
- Associate @ Homrich Berg
- Associate @ Diversified Trust
- Financial Planning Associate @ Wells Fargo
Davi Kutner's Education
- Emory University
Bachelors (Political Science, History)
1996 - 2000 - Patrick Henry High School1993 - 1996
Davi Kutner's Skills
- Leadership
- Estate Planning
- Financial Advisory
- Wealth Preservation Planning
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Tax
- Portfolio Management
- Investments
Davi Kutner's Summary
Davi Kutner, based in Atlanta, GA, US, is currently a Partner, Managing Director, Wealth Advisor, Private Client Services at Aprio at Aprio, bringing experience from previous roles at Habif, Arogeti & Wynne,LLP, Gv Financial Advisors, Allied Consulting Group and Homrich Berg. Davi Kutner holds a 1996 - 2000 Bachelors in Political Science, History @ Emory University. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Wealth Preservation Planning, Retirement Planning and more, Davi Kutner contributes valuable insights to the industry. Davi Kutner has 4 emails and 1 mobile phone number on RocketReach.
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