Gary Paul Savage
Portefeuillebeheerder-Aandelen bij CapFinancial Partners LLC
Profiel
Mr. Gary P.
Savage, CPA, is a Principal & Financial Advisor at CapFinancial Partners LLC.
Mr. Savage is a principal and financial advisor and works with families to develop customized investment management plans and helps the clients integrate their plan with their broader wealth management goals.
As a 28-year financial planning industry veteran, he serves as trustee for his clients, utilizing his family navigation and wealth transfer strategy skills.
Mr. Savage joined CAPTRUST from RINET Company—a fee-only wealth management firm—where he was a shareholder and served as managing director and chief compliance officer.
He also led the firm’s wealth planning group and was a member of the investment committee.
Prior to joining RINET, he worked for a Boston-based regional accounting firm focusing on tax planning and consulting for high-net-worth clients.
He earned a Bachelor of Science degree in accountancy from Stonehill College and a Master of Science degree in taxation from Bentley College.
He is a Certified Financial Planner and a Certified Public Accountant.
Actieve functies van Gary Paul Savage
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CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Portefeuillebeheerder-Aandelen | 08-12-2021 |
Eerdere bekende functies van Gary Paul Savage
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RINET Co. LLC
RINET Co. LLC Investment ManagersFinance RINET Co. LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1974 by Brian Rivotto. In 2021, the firm was acquired by CapFinancial Partners LLC, which is owned by The CapFinancial Group LLC. RINET Co. provides investment management services to high net-worth individuals and families including their trusts and charitable entities. | Compliance Officer | 08-12-2021 |
Opleiding van Gary Paul Savage
Stonehill College, Inc. | Undergraduate Degree |
Bentley University | Graduate Degree |
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Bedrijven in privébezit | 2 |
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RINET Co. LLC
RINET Co. LLC Investment ManagersFinance RINET Co. LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1974 by Brian Rivotto. In 2021, the firm was acquired by CapFinancial Partners LLC, which is owned by The CapFinancial Group LLC. RINET Co. provides investment management services to high net-worth individuals and families including their trusts and charitable entities. | Finance |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |