KL
Karin Lopez
Senior Vice President at Graypoint
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Work Experience
Senior Vice President
Jan 2023 - Present · 1 years and 11 months
Arista Wealth Advisors
Vice President, Partner
Feb 2002 - Jan 2023 · 20 years and 11 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 AddressK**@graypointllc.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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