Peter Thomas Barcia
Portfolio Manager-Equities at Belpointe Asset Management LLC
Profile
Mr. Peter T.
Barcia, CFA, is a Senior Wealth Advisor at Belpointe Asset Management LLC.
He provides comprehensive wealth management advice to his clients.
He typically focuses on retirement plans and investment and insurance portfolios that seek to reduce financial stress and taxes.
Mr. Barcia's career in the financial industry began over 30 years ago at MetLife, where he acted as a consultant to many of MetLife’s largest institutional clients, focusing on defined benefits, 401k and long term care plans.
Using a consultative approach, he helped clients address concerns relating to plan design, asset allocation, investment product selection, funding requirements, and other asset and liability management issues.
Mr. Barcia received a Bachelor of Arts in Economics from St. John’s University.
He has earned a number of professional designations including: Chartered Financial Analyst, Chartered Life Underwriter and Certified Pension Consultant.
Peter Thomas Barcia active positions
| Companies | Position | Start |
|---|---|---|
Belpointe Asset Management LLC
 Belpointe Asset Management LLC Investment ManagersFinance Belpointe Asset Management LLC (Belpointe) is a SEC-registered investment advisor headquartered in Reno, Nevada. The firm was founded by Gregory Skidmore, Brandon Lacoff and Martin Lacoff in 2007 as Belray Asset Management LLC. They are a subsidiary of Belpointe Financial Holdings LLC. Belpointe serves the investment needs of individual investors, retirement plans, pension and profit-sharing plans, corporations, investment companies, other investment advisors, and trusts. | Portfolio Manager-Equities | 30/04/2009 |
Former positions of Peter Thomas Barcia
| Companies | Position | End |
|---|---|---|
| METLIFE, INC. | Corporate Officer/Principal | - |
Training of Peter Thomas Barcia
| St. John's University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| METLIFE, INC. | Finance |
| Private companies | 1 |
|---|---|
Belpointe Asset Management LLC
Belpointe Asset Management LLC Investment ManagersFinance Belpointe Asset Management LLC (Belpointe) is a SEC-registered investment advisor headquartered in Reno, Nevada. The firm was founded by Gregory Skidmore, Brandon Lacoff and Martin Lacoff in 2007 as Belray Asset Management LLC. They are a subsidiary of Belpointe Financial Holdings LLC. Belpointe serves the investment needs of individual investors, retirement plans, pension and profit-sharing plans, corporations, investment companies, other investment advisors, and trusts. | Finance |
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