For over 29 years Chitra Staley has been working in different jobs. Recently, this professional worked as a Managing Director in Beacon Pointe Advisors developing different skills. This expert graduated from Simmons University in 1982 where this person received all the required skills. You can find Chitra in Tucson, Arizona, where he is located nowadays. Connexy has all the data you need to be in touch with Chitra Staley, such as Chitra Staley's phone or email address. Send us the request to get additional data.
Name variants:
Chitra Staley
Contact Information
Last Update
Jul 13, 2022
Email
cs**@tpwfinancial.com
Location
Tucson, AZ
Company
Workplace
Managing Director
Newport Beach, CA
Industry
Financial Services, Investment Advisory Services, Holding Company Management Consulting Services, Investment Advice, Financing Consultants
Colleagues
Work History
Managing Director
24 Corporate Plaza Dr SUITE 150, Newport Beach, CA 92660
Beacon Pointe is a comprehensive investment and wealth management services available to clients. Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms...
from Oct 2015
Chief Executive Officer and Chief Information Officer
450 Lexington St, Newton, MA 02466
As CEO&CIO, I was responsible for the investment strategy, asset allocation, and selection of private placement investments. Working with my team, we developed and executed financial plannin...
Oct 2004 — Sep 2015
Chief Investment Officer
As the Chief Investment Officer, I was responsible for the investment strategy, asset allocation, and investment vehicles for all client assets at the firm. Introduced a model strategy which...
2000 — 2004
Chief Investment Officer
I was responsible for the investment strategy for the Johnson family for Fidelity Investments. The investments were global, public and private, including privately held stock. I worked on st...
1997 — 1999
Vice President, Management Committee
2 Financial Ctr 60 St south SUITE 1100, Boston, MA
1991 — 1996
Education
Occupations
Executive
Chairperson
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Portfolio Management
Asset Allocation
Financial Analysis
Financial Planning
Strategic Financial Planning
Financial Advisory
Equities
Wealth Management
Investment Strategies
Wealth
Estate Planning
Strategic Planning
Entrepreneurship
Strategy
Finance
Risk Management
Business Strategy
Management
Leadership
Public Speaking
Non Profits
Research
Analysis
FAQs about Chitra Staley
What's the profession of Chitra Staley?
This professional's job is Managing Director
What are the main profession of Chitra?
These person's professions are Executive and Chairperson
Where does Chitra Staley live?
Tucson, Arizona is the place where Chitra Staley currently lives
Does the professional have the email address?
cs**@tpwfinancial.com is The expert's email address.
How many companies did Chitra Staley work at?
Chitra Staley worked at seven jobs.
What education does Chitra Staley have?
Chitra studied at the Simmons University from 1981 to 1982.
Are there any special industries, that Chitra Staley is connected to?
This person works in Financial Services industry.
Are there any skills Chitra Staley has?
Chitra has skills in the following areas: Investments, Portfolio Management, Asset Allocation, Financial Analysis, Financial Planning, Strategic Financial Planning, Financial Advisory, and Equities.