Peter Thomas Barcia
Portefeuillebeheerder-Aandelen bij Belpointe Asset Management LLC
Profiel
Mr. Peter T.
Barcia, CFA, is a Senior Wealth Advisor at Belpointe Asset Management LLC.
He provides comprehensive wealth management advice to his clients.
He typically focuses on retirement plans and investment and insurance portfolios that seek to reduce financial stress and taxes.
Mr. Barcia's career in the financial industry began over 30 years ago at MetLife, where he acted as a consultant to many of MetLife’s largest institutional clients, focusing on defined benefits, 401k and long term care plans.
Using a consultative approach, he helped clients address concerns relating to plan design, asset allocation, investment product selection, funding requirements, and other asset and liability management issues.
Mr. Barcia received a Bachelor of Arts in Economics from St. John’s University.
He has earned a number of professional designations including: Chartered Financial Analyst, Chartered Life Underwriter and Certified Pension Consultant.
Actieve functies van Peter Thomas Barcia
| Bedrijven | Functie | Begin |
|---|---|---|
Belpointe Asset Management LLC
 Belpointe Asset Management LLC Investment ManagersFinance Belpointe Asset Management LLC (Belpointe) is a SEC-registered investment advisor headquartered in Reno, Nevada. The firm was founded by Gregory Skidmore, Brandon Lacoff and Martin Lacoff in 2007 as Belray Asset Management LLC. They are a subsidiary of Belpointe Financial Holdings LLC. Belpointe serves the investment needs of individual investors, retirement plans, pension and profit-sharing plans, corporations, investment companies, other investment advisors, and trusts. | Portefeuillebeheerder-Aandelen | 01-05-2009 |
Eerdere bekende functies van Peter Thomas Barcia
| Bedrijven | Functie | Einde |
|---|---|---|
| METLIFE, INC. | Corporate Officer/Principal | - |
Opleiding van Peter Thomas Barcia
| St. John's University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| METLIFE, INC. | Finance |
| Bedrijven in privébezit | 1 |
|---|---|
Belpointe Asset Management LLC
Belpointe Asset Management LLC Investment ManagersFinance Belpointe Asset Management LLC (Belpointe) is a SEC-registered investment advisor headquartered in Reno, Nevada. The firm was founded by Gregory Skidmore, Brandon Lacoff and Martin Lacoff in 2007 as Belray Asset Management LLC. They are a subsidiary of Belpointe Financial Holdings LLC. Belpointe serves the investment needs of individual investors, retirement plans, pension and profit-sharing plans, corporations, investment companies, other investment advisors, and trusts. | Finance |
