Profile
Mr. Daniel Pinheiro, CFA, is a Founder & Wealth Manager at South Coast Planning & Wealth Management LLC.
He has nearly 20 years of investment & financial planning experience working with individuals, institutions, endowments, and foundations.
Mr. Pinheiro was previously employed as a Wealth Manager by Barry Investment Advisors LLC.
He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University, and a Certificate in Wealth Management Theory & Practice from the Yale School of Management.
He is a board member of CFA Society Providence.
Daniel Pinheiro active positions
| Companies | Position | Start |
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Former positions of Daniel Pinheiro
| Companies | Position | End |
|---|---|---|
Barry Investment Advisors LLC
 Barry Investment Advisors LLC Investment ManagersFinance Barry Investment Advisors LLC (BIA) is an independent registered investment advisor headquartered in New Bedford, Massachusetts. The firm was founded by Joseph Barry and Patrick Barry in 2007. BIA provides financial and investment advice to individuals, pension and profit-sharing plans, trusts and estates. | Portfolio Manager-Equities | 2023-03-31 |
Training of Daniel Pinheiro
| Northeastern University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
| Private companies | 1 |
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Barry Investment Advisors LLC
Barry Investment Advisors LLC Investment ManagersFinance Barry Investment Advisors LLC (BIA) is an independent registered investment advisor headquartered in New Bedford, Massachusetts. The firm was founded by Joseph Barry and Patrick Barry in 2007. BIA provides financial and investment advice to individuals, pension and profit-sharing plans, trusts and estates. | Finance |
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