Catalyst Financial Partners
Sage advice. Strategic Thinking. Focused on you. Investment decisions should be integrated with other elements of the wealth planning process. Tax and estate planning, liquidity management, philanthropic objectives, and family dynamics are all intertwined. As such, we take a holistic view to ensure you are making the most informed and effective decisions for you and your family.
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Verified contacts
10
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
23
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- DR
Dan Ronan
Managing Director · General Business & Management
EmailPhone - DW
David Wray
Senior Investment Strategist · Finance & Accounting
EmailPhone - KG
Keith Gibbons
Managing Director · General Business & Management
EmailPhone - ML
Mark Lobello
Managing Director · General Business & Management
EmailPhone - MZ
Michelle Zancanaro
Managing Director · General Business & Management
EmailPhone - GC
Gene Covino
Managing Director · General Business & Management
EmailPhone - TG
Timothy George
Managing Director · General Business & Management
EmailPhone - WF
Will Frain
Wealth Management Associate · Finance & Accounting
EmailPhone
Showing 8 of 10 verified contacts
Top roles at Catalyst Financial Partners
3 distinct titles indexed · top 3 shown.
- 7managing director
- 1senior investment strategist
- 1wealth management associate
Sign up to unlock all 10 contacts at Catalyst Financial Partners
Free for 7 days · 50 credits · no card · only pay for verified records.
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