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Eric Passeri

Chief Investment Officer, Senior Wealth Advisor at TrinityPoint Wealth

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TRINITYPOINT WEALTH

TRINITYPOINT WEALTH

  • description Description
    TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT and Charlotte, NC. Our dedicated financial advisors have decades of experience serving indi...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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TrinityPoint Wealth Org Chart and Mapping

Employees

Matthew Gallagher

Head of Business Development

Jerilyn Shannon

Chief Compliance Officer

Jana l'Etoile

Partner/Chief Operating Officer

Tyler Griffin

Wealth Management Intern

Eric Passeri

Chief Investment Officer, Senior Wealth Advisor

Frequently Asked Questions Regarding Eric Passeri

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Answer: TrinityPoint Wealth's Chief Investment Officer, Senior Wealth Advisor is Eric Passeri

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  • Phone number  :  (***)-***-****
  • Email  :  e****@trinitypointwealth.com

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