Patrick Traverse Cepatm
I help entrepreneurs automate their wealth.
- Role
- Certified Financial Planner Tm at Belpointe
- Location
- Mount Pleasant, SC, US
- LinkedIn followers
- 500 followers
About Patrick Traverse Cepatm
WHAT I DO? I am building the firm I wish I could hire 20 years ago! As a former…
Experience
Certified Financial Planner Tm
Mar 2017 — Present · Charleston, SC, US
Headquartered in Greenwich, Connecticut, Belpointe’s companies operate together as a multi-family office by making private investments and offering a wide range of wealth management, legal and real estate services.Founded by the Lacoff family more than a decade ago, the name Belpointe includes the initials of the founding partner, Brandon E. Lacoff. The image of a lighthouse overlooking a point of land is symbolic of how we serve our clients—with careful and consistent guidance.
Education
Quinnipiac University
Organizational Leadership, Business Administration and Management, General
2008 — 2012
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