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Brian Rivotto Named 2018 Five Star Wealth Manager Award Winner
BOSTON, Mass., January 24, 2018 – RINET Company, LLC, a leading provider of wealth management and multifamily office services, today announced that Managing Director and Chief Executive Officer Brian Rivotto was named as a 2018 Five Star Wealth Manager Award winner. He will be recognized in a special section of the February issue of Boston Magazine that features notable wealth managers in the Greater Boston area. This is the second consecutive year that Mr. Rivotto was named a recipient of the award.
The 2018 Five Star Wealth Manager Award recognizes wealth managers for their commitment to providing quality services to their clients. The award is based on an in-depth research process that incorporates peer and firm feedback, as well as objective criteria such as client retention rates, client assets administered, industry experience, and regulatory history.
Mr. Rivotto has over 30 years of experience in the financial services industry and joined RINET in 2002. He oversees the entire RINET organization and leads the strategic direction for the firm. He works with clients on all aspects of their financial, income tax, estate, insurance, and investment planning. In addition, Mr. Rivotto has helped his clients successfully resolve some of life’s most complex financial challenges, including the sale of a business, new business formation, and analyzing prenuptial and divorce settlements. He is a member of the American Institute of Certified Public Accountants and is also a Personal Financial Specialist. Mr. Rivotto is a trustee of the Mother Caroline Academy and Education Center in Dorchester and serves on the Executive Committee as Treasurer. He also serves as a member of the Board of Overseers at the New England Aquarium.
“This award underscores RINET’s approach and commitment to making complex financial issues simpler for our clients,” said Mr. Rivotto. “Through our high-touch client service, we leave nothing to chance. By managing our clients’ financial lives from multiple angles, we create financial solid plans that bring peace of mind and help ensure success.”
The Five Star Wealth Manager Award is administered by Five Star Professional. For more information about the award, eligibility criteria, and research methodology, please visit the Five Star Professional website.
RINET takes a 360-degree view of each of its clients’ financial situations, providing in-depth analysis and guidance from every possible angle. The firm gets to know its clients on a deeply personal level and uses that in-depth knowledge to create custom approaches that fit its clients’ lives and brings them the greatest benefit. The professionals at RINET pride themselves on being easy to reach and quick to respond. RINET’s teams build deep, close relationships with the individuals and families it serves, spanning years and multiple generations. Located in Boston, Mass., RINET currently advises on assets totaling approximately $3.5 billion and serves 150 families.
RINET Company is a registered trademark of RINET Company, LLC. The firm’s tagline, 360 Degrees of Guidance, is a registered service mark of RINET Company, LLC.
Additional information regarding financial industry credentials: to become a CFP® professional, an individual must complete a series of financial planning-related courses, pass a comprehensive exam, and meet a work experience requirement. To become a CFA professional, an individual must pass three levels of exams and complete a work history review. To become a CPA professional, an individual must pass a comprehensive exam and meet certain education and experience requirements.