Advisors at this firm
Robert M
Series 63, Series 65
Cambridge, MA
CIP Capital Management, LLC
Robert Mcgowan is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Davinci since 2005. In addition to his advisory role, Mcgowan is an insurance agency agent with The CIP Group. Davinci Capital Management provides advisory services to individual and high-net-worth clients as well as pension and profit-sharing plan sponsors. The firm offers asset management, financial planning, and retirement plan consulting using a range of analytical approaches and generally operates in a non-discretionary capacity.
Gregg S
ChFC®, Series 63
Cambridge, MA
CIP Capital Management, LLC
Gregg Semprucci is a ChFC® credentialed financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, with 37 years of industry experience. He has been with Davinci since 2007. Outside of his advisory role, he is involved in a separate insurance business providing health, dental, life, and long-term care insurance products. Davinci Capital Management serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, offering asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and generally operates in a non-discretionary capacity, with access to third-party money managers and a fee-in-lieu of commissions program.
James M
Series 63, Series 65
Cambridge, MA
CIP Capital Management, LLC
James Mcsweeney is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, with 37 years of industry experience. He has been with Davinci since 2001 and is also president of Comprehensive Insurance Providers, Inc., where he manages client service and day-to-day operations. Additionally, he owns SafeHire Investigations, a firm specializing in employment background checks and screening, and holds a real estate license. Davinci Capital Management provides advisory services to individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, offering asset management, financial planning, and retirement plan consulting. The firm employs various analytical approaches and generally operates in a non-discretionary capacity, incorporating third-party managers and negotiated custodial arrangements.