AdvicePeriod

0 followers


AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the important decisions necessary to manage their wealth.

Industries

Employees

51-200

Links

Org chart

Co-Founder & Principals

Collapse
Alan Bonde
Partner Advisor
Chrissy Canapari
Partner Advisor
Rehan Chaudhry
Partner Advisor
Dominic Cozzetto
Partner Advisor
Alan Gelb
Partner Advisor
Erik Gulsrud
Partner Advisor
Richard Hansen
Partner Advisor
Daniel Legault
Partner Advisor
Megan Logee
Partner Advisor
Brett Nelson
Partner Advisor
Laurel Mann
Partner Advisor
David Paley
Partner Advisor
Ray Prospero
Partner Advisor
Jim Shagawat
Partner Advisor
Scott Davis
Senior Advisor
Matt Regan
Senior Advisor
Jorge Soriano
Senior Advisor
Arielle Lederman
Senior Advisor