Gregory Pinto Email & Phone Number
Founding Partner, Chief Executive Officer @ Altara Wealth
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Gregory Pinto Location
- Needham, MA, US
Gregory Pinto Work
- 2020 -now Founding Partner, Chief Executive Officer @
- 2019 -2020 Partner, Financial Planner @
- 2010 -2019 Chief Executive Officer @ Baystate Wealth Management LLC
- 1997 -2019 Financial Services Representative, Financial Advisor @
Gregory Pinto Education
- University of Rochester - Simon Business School
MBA (Finance and Public Accounting)
1987-1989 - University of Mumbai
Bachelor's Degree (Mathematics)
1982-1986
Gregory Pinto Skills
- Strategic Planning
- Public Speaking
- Investments
- Retirement Planning
- Wealth Management
- Business Strategy
- Series 7
- Strategic Financial Planning
- Small Business
- Investment Strategies
- Investment Management
- Financial Reporting
- Floors
- Management
- Business Development
- Microsoft Excel
- Security
- Training
- Strategy
- Financial Services
Gregory Pinto Summary
- Gregory Pinto, based in Needham, MA, US, is currently a Founding Partner, Chief Executive Officer at Altara Wealth. Gregory Pinto brings experience from previous roles at Boston Wealth Strategies, Baystate Wealth Management LLC and Baystate Financial. Gregory Pinto holds a 1987 - 1989 MBA in Finance and Public Accounting @ University of Rochester - Simon Business School. With a robust skill set that includes Strategic Planning, Public Speaking, Investments, Retirement Planning, Wealth Management and more. Gregory Pinto has 3 emails and 1 mobile phone numbers on RocketReach.
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