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Jerilyn Shannon

Chief Compliance Officer 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

Eric Passeri

Chief Investment Officer, Senior Wealth Advisor

Tyler Damore

Associate Wealth Advisor

Cindy White

Senior Client Associate

Tyler Griffin

Wealth Management Intern

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

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