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Eric Passeri - Email & Phone Number

Investment Officer at Trinitypoint Wealth

Eric Passeri is based out of New York City Metropolitan Area and works at Trinitypoint Wealth as Investment Officer.

Eric Passeri's Contact Information

Latest update
October 31, 2025
Location
New York City Metropolitan Area

Eric's current employer

Trinitypoint Wealth logo

Trinitypoint Wealth

Description
TrinityPoint Wealth is an investment advisory firm offering a variety of advisory services as fiduciaries.
HQ Location
Milford, Connecticut, United States
Number of employees
11-50
Industry
Investment Management
Latest update
April 30, 2024

Frequent questions about Eric Passeri

What company is Eric Passeri working for?
Eric Passeri works for Trinitypoint Wealth.
What is Eric Passeri's function at Trinitypoint Wealth?
Eric Passeri is Investment Officer at Trinitypoint Wealth.
Where is Eric Passeri based?
Eric Passeri is based out of New York City Metropolitan Area.
Who are Eric Passeri's co-workers?
Eric Passeri's colleagues are Jim Betzig, Jennifer Tavella, Matthew Gallagher, Alisa White, Kevin Guth, Jerilyn Shannon, Lise Robinson, Matthew Coutcher, Michele Martin, Michael Mahoney, Gabrielle Picón, Dana Mascalo, Jana L'Etoile, JR Romano.
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Eric's co-workers

Jim Betzig avatar
Jim Betzig
Partner and CEO
Jennifer Tavella avatar
Jennifer Tavella
Marketing Coordinator
Matthew Gallagher avatar
Matthew Gallagher
Head Of Business Development
Alisa White avatar
Alisa White
Marketing Director
Kevin Guth avatar
Kevin Guth
Senior Financial Advisor, Managing Director
Jerilyn Shannon avatar
Jerilyn Shannon
Chief Compliance Officer
Lise Robinson avatar
Lise Robinson
Managing Partner | TrinityPoint Wealth | Milford, CT
Matthew Coutcher avatar
Matthew Coutcher
Partner, Wealth Advisor
Michele Martin avatar
Michele Martin
Financial Planner
Michael Mahoney avatar
Michael Mahoney
Investment Consultant
Gabrielle Picón avatar
Gabrielle Picón
Wealth Management Intern
Dana Mascalo avatar
Dana Mascalo
Managing Partner
Jana L'Etoile avatar
Jana L'Etoile
Partner/Chief Operating Officer
JR Romano avatar
JR Romano
Financial Advisor, Business Development
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