![Daniel Pinheiro](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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.
Aktiva positioner av Daniel Pinheiro
| Företag | Position | Start |
|---|
Tidigare kända positioner av Daniel Pinheiro
| Företag | Position | Slut |
|---|---|---|
Barry Investment Advisors LLC
 Barry Investment Advisors LLC Investment ManagersFinance BIA’s investment approach is best described as Balanced Global Value, investing in quality companies priced favorably relative to earnings and book values. Clients are advised in accordance with their needs and goals, with resources generally allocated among equities, fixed income and cash equivalents. They may also recommend mutual funds, ETFs and closed-end funds for niche investment areas or when appropriate for a particular account size. | Portföljförvaltare-Aktier | 2023-04-01 |
Daniel Pinheiros utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
94
Första gradens relationer
2
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
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Barry Investment Advisors LLC
Barry Investment Advisors LLC Investment ManagersFinance BIA’s investment approach is best described as Balanced Global Value, investing in quality companies priced favorably relative to earnings and book values. Clients are advised in accordance with their needs and goals, with resources generally allocated among equities, fixed income and cash equivalents. They may also recommend mutual funds, ETFs and closed-end funds for niche investment areas or when appropriate for a particular account size. | Finance |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
