Profil
Mr. Daniel Pinheiro, CFA, is a Founder & Wealth Manager at South Coast Planning & Wealth Management LLC.
He has nearly 20 years of investment & financial planning experience working with individuals, institutions, endowments, and foundations.
Mr. Pinheiro was previously employed as a Wealth Manager by Barry Investment Advisors LLC.
He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University, and a Certificate in Wealth Management Theory & Practice from the Yale School of Management.
He is a board member of CFA Society Providence.
Postes actifs de Daniel Pinheiro
| Sociétés | Poste | Début |
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Anciens postes connus de Daniel Pinheiro
| Sociétés | Poste | Fin |
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Barry Investment Advisors LLC
 Barry Investment Advisors LLC Investment ManagersFinance Barry Investment Advisors LLC (BIA) is an independent registered investment advisor headquartered in New Bedford, Massachusetts. The firm was founded by Joseph Barry and Patrick Barry in 2007. BIA provides financial and investment advice to individuals, pension and profit-sharing plans, trusts and estates. | Gestionnaire de Portefeuille-Actions | 01/04/2023 |
Formation de Daniel Pinheiro
| Northeastern University | Graduate Degree |
Expériences
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Relations au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
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Barry Investment Advisors LLC
Barry Investment Advisors LLC Investment ManagersFinance Barry Investment Advisors LLC (BIA) is an independent registered investment advisor headquartered in New Bedford, Massachusetts. The firm was founded by Joseph Barry and Patrick Barry in 2007. BIA provides financial and investment advice to individuals, pension and profit-sharing plans, trusts and estates. | Finance |
