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Gregg Picillo

Advisor at Mason Capital Partners

Updated today
Mason Capital Partners logo

Firm

Mason Capital Partners

Location

Boston, MA 02110

Credentials

CFA®

Industry experience

13 years

About

Gregg Picillo is a CFA® charterholder and managing partner at Mason Capital Partners in Boston, MA, with 13 years of industry experience. He has been with Mason Capital Partners since 2006. Mason Capital Partners provides portfolio management to individual and institutional clients, employing an income-with-growth strategy that emphasizes equities and fixed income. The firm uses fundamental analysis and credit review, focusing on dividends, controlled position sizes, and low turnover, and serves retail, high-net-worth, and institutional investors.

Client services

Based on Mason Capital Partners

Portfolio management

Expertise

Based on Mason Capital Partners

Active portfolio management Concentrated stock management Income planning

Fee options

Percentage

1% (100 basis points) per annum, typically charged quarterly in arrears based on asset value at quarter end; fees for separately managed accounts are negotiable

Location

50 Federal St., 9 Th Floor

Boston, MA 02110

Most active in

Massachusetts

Work history

Mason Capital Partners

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michelle M

CFP®, Series 65

Quincy, MA

Brio Financial Planning

General retirement planning Cash flow / budgeting Self-Employed

Matthew H

CFP®, CFA®, Series 63, Series 65

Braintree, MA

Dreamfield Planning Group, LLC

I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.

Wealth management Active portfolio management General retirement planning Mid-Career Professionals Baby Boomers (Born 1946-1964)
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Adam A

CFA®, Series 65

Cambridge, MA

Peabody River Asset Management, LLC

Active portfolio management Tax-loss harvesting Retirement income strategy
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Robert L

Series 65

Arlington, MA

Aztec Capital LLC

Options & derivatives strategies Active portfolio management
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Newton S

Series 63, Series 65

Reading, MA

MS Financial Services, LLC

Wealth management
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Steve N

CFA®, Series 63

Boston, MA

Woodland Investment Consulting LLC

Wealth management Retirement income strategy
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