Prio Wealth
Prio Wealth, an independent Registered Investment Adviser (RIA) founded in 1988 in Boston, MA, enables clients to prioritize their financial and life goals. Their experienced team of professionals utilize a collaborative process to provide individuals, families and non-profit organizations with personalized wealth management and financial planning services.
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Verified contacts
6
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
2
tools in use
Monthly traffic
284
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- PM
Patricia Melnick
Administrative Director · General Business & Management
EmailPhone - JC
Jennie Chung
Relationship Manager · Finance & Accounting
EmailPhone - MV
Mark Valickus
Relationship Manager · Finance & Accounting
EmailPhone - DS
David Swallow
Managing Director Trading · Finance & Accounting
EmailPhone - SS
Susan S. Mooney
Managing Director, Chief Investment Officer of Fixed Income · Other
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Prio Wealth
4 distinct titles indexed · top 4 shown.
- 2managing director trading
- 2relationship manager
- 1administrative director
- 1managing director, chief investment officer of fixed income
Sign up to unlock all 6 contacts at Prio Wealth
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