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Cindy Chan
Associate Vice President at Graypoint
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Work Experience
Associate Vice President
Dec 2022 - Present · 2 years
Aug 2018 - Dec 2022 · 4 years and 4 months
Financial Planner
Mar 2020 - Dec 2022 · 2 years and 9 months
Director, Staffing And Operations
Aug 2018 - Mar 2020 · 1 years and 7 months
Company Details
51-200 Employees
Graypoint LLC is a multi-family office, financial planning, and investment management firm for high-net-worth families and organizations. Graypoint can manage all the financial affairs for individual clients from high-net-worth to ultra-high-net-worth and provide financial advising and investment management to private foundations, nonprofit organizations, and other institutions.
Website
Year Founded
2002
Social Media
Linkedin
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
4 Tower Pl
Suite 1001
Albany, New York 12203, US
Keywords
investment management servicesfamily office servicescash flow planning
Contact Details
- Email AddressC**@graypointllc.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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