Trinitypoint Wealth

Facts about Trinitypoint Wealth

Description

TrinityPoint Wealth is an investment advisory firm offering a variety of advisory services as fiduciaries.

Website

trinitypointwealth.com

HQ Location

Milford, Connecticut, United States

Number of employees

11-50

Industry

Investment Management

Latest update

April 30, 2024

Social media accounts of Trinitypoint Wealth

X

Facebook

@trinitypointwealth

Linkedin

@trinitypointwealth

Trinitypoint Wealth employees

Partner and CEO

Jennifer Tavella

Marketing Coordinator

Matthew Gallagher

Head Of Business Development

Marketing Director

Senior Financial Advisor, Managing Director

Jerilyn Shannon

Chief Compliance Officer

Managing Partner | TrinityPoint Wealth | Milford, CT

Matthew Coutcher

Partner, Wealth Advisor

Investment Officer

Financial Planner

Michael Mahoney

Investment Consultant

Gabrielle Picón

Wealth Management Intern

Managing Partner

Partner/Chief Operating Officer

Financial Advisor, Business Development

Frequent questions about Trinitypoint Wealth

How many employees does Trinitypoint Wealth have?

Trinitypoint Wealth has approximately 11-50 employees.

What is Trinitypoint Wealth's industry?

Trinitypoint Wealth is involved in the industry of Investment Management.

Where is Trinitypoint Wealth's headquarters?

Trinitypoint Wealth's headquarters is located in Milford, Connecticut, United States.

What is the website of Trinitypoint Wealth?

You may visit their official website at https://trinitypointwealth.com

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