Frank Mahoney

Chief of Staff / Senior Analyst at WinCap Financial

Role: Chief of Staff Senior Analyst at Wincap Financial
Location: Boston, MA, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

About Frank Mahoney

Chief of Staff & Senior Analyst at WinCap Financial, a wealth management firm based out…

Experience

Chief of Staff Senior Analyst
Wincap Financial
Jun 2024 — Present · Boston, MA, US

Education

Braintree High School
High School Diploma
2020
Endicott College
Bachelor of Science , Accounting
2020 — 2024

Contact information

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Work email
•••••@wincapfinancial.com
Personal email
•••••@•••••.com
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Current company

Wincap Financial

Financial Services · 20 employees · Founded 2021 · Winchester, Massachusetts, United States

We take a precise approach to risk tolerance, leveraged through a financial plan, we build equities around your desired and appropriate level of safety in risk controlled assets such as Bonds. We approach equities, to be first and foremost, tax and cost efficient. Equity portfolios are built with individual securities, Mutual Funds, and ETF\'s with this in mind. We can take a boutique approach to your portfolio and manage around existing positions for tax efficiency and potential alpha.

wincapfinancial.com

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About Frank Mahoney

Experience

Chief of Staff Senior Analyst

Education

Braintree High School

Endicott College

Find verified contacts for anyone on LinkedIn