![Drew J. Bottaro](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Drew J. Bottaro
Keine laufenden Positionen mehr
Profil
Mr. Drew J.
Bottaro is Vice President & Senior Financial Counselor at Weston Financial Group, Inc. He joined Weston Financial Group in 2011.
Mr. Bottaro was previously employed as a Principal by Deloitte Corporate Finance LLC, a Principal by Pillar Financial Advisors LLC, and Senior Vice President & Director-Client Services by Wells Fargo Family Wealth.
Mr. Bottaro is graduate of the Massachusetts Institute of Technology, he received a law degree from Boston University School of Law.
Ehemalige bekannte Positionen von Drew J. Bottaro
Unternehmen | Position | Ende |
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Deloitte Corporate Finance LLC
![]() Deloitte Corporate Finance LLC Investment ManagersFinance Part of Deloitte LLP (New York), Deloitte Corporate Finance LLC provides financial advisory services. The company is based in New York, NY. The CEOs of the company are Hector Calzada, Paul Warley, Thomas Sloop. | Corporate Officer/Principal | - |
Wells Fargo Family Wealth
![]() Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Corporate Officer/Principal | - |
Pillar Financial Advisors LLC
![]() Pillar Financial Advisors LLC Investment ManagersFinance Pillar Financial Advisors LLC is a financial planning and investment management firm based in Louisville, KY. The private company offers retirement planning services, including maximizing social security, managing taxes, and creating a retirement paycheck. The company's team of fiduciary financial planners and advisors guides clients through a process to help them make critical retirement choices and leverage investment and tax strategies to set the stage for a great retirement. The company's team includes a certified public accountant (CPA), a certified financial planner (CFP®), and two chartered financial analysts (CFAs). | Corporate Officer/Principal | - |
Washington Trust Advisors, Inc.
![]() Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Corporate Officer/Principal | - |
Ausbildung von Drew J. Bottaro
Massachusetts Institute of Technology | Undergraduate Degree |
Boston University School of Law | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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Washington Trust Advisors, Inc.
![]() Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Finance |
Wells Fargo Family Wealth
![]() Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Finance |
Deloitte Corporate Finance LLC
![]() Deloitte Corporate Finance LLC Investment ManagersFinance Part of Deloitte LLP (New York), Deloitte Corporate Finance LLC provides financial advisory services. The company is based in New York, NY. The CEOs of the company are Hector Calzada, Paul Warley, Thomas Sloop. | Finance |
Pillar Financial Advisors LLC
![]() Pillar Financial Advisors LLC Investment ManagersFinance Pillar Financial Advisors LLC is a financial planning and investment management firm based in Louisville, KY. The private company offers retirement planning services, including maximizing social security, managing taxes, and creating a retirement paycheck. The company's team of fiduciary financial planners and advisors guides clients through a process to help them make critical retirement choices and leverage investment and tax strategies to set the stage for a great retirement. The company's team includes a certified public accountant (CPA), a certified financial planner (CFP®), and two chartered financial analysts (CFAs). | Finance |