Brian Rivotto

Brian Rivotto

Portfolio Manager-Equities at CapFinancial Partners LLC

Finance
Consumer Services

Profile

Mr. Brian Rivotto, CPA, is a Managing Principal & Financial Advisor at CapFinancial Partners LLC.
Mr. Rivotto brings over 35 years of experience in the financial services industry to the team.
He works with clients on all aspects of the firm's financial, income tax, estate, insurance, and investment planning.
In addition, he has helped his clients successfully resolve some of life’s most complex challenges, including the sale of a business, new building construction, analyzing prenuptial agreements, and negotiating divorce settlements.
He also serves as a trustee and executor for several clients.
Mr. Rivotto joined us from RINET Company—a fee-only wealth management firm—where he was a shareholder and served as Chief Executive Officer and managing director.
He oversaw the entire organization and led the strategic direction for the firm.
Prior to joining RINET, he was a partner at KPMG, focused on tax planning and consulting for high-net-worth clients, closely-held businesses, and corporate executives.
He earned a Bachelor of Arts degree in economics from Hamilton College and a Master of Science degree in accounting from Northeastern University.
He is a Certified Public Accountant.

Brian Rivotto active positions

CompaniesPositionStart
Portfolio Manager-Equities 07/12/2021
All active positions of Brian Rivotto

Former positions of Brian Rivotto

CompaniesPositionEnd
Chief Executive Officer 07/12/2021
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Training of Brian Rivotto

Hamilton College (New York) Undergraduate Degree
Northeastern University Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

4

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies2

Finance

Finance

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