Wade Pitts

Managing Director @Fort Point Capital Partners

Salt Lake City, UT, US

EMAILS

w•••@fortpointcap.com

MOBILE NUMBERS

+14•••••••24

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WORK HISTORY

Oct 2012 — Present

Managing Director @Fort Point Capital Partners

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Founded in 2008, Fort Point is an SEC-registered investment adviser that provides tailored investment solutions to individuals, wealth advisory firms, family offices, and institutions. The firm has particular expertise utilizing options-enhanced risk management strategies to facilitate desired client outcomes. Fort Point is headquartered in San Francisco with offices in New York, Denver, and Boston.

EDUCATION

2010 — 2013

UC Berkeley Extension

Certificate Personal Financial Planning and Wealth Management

1990 — 1994

Cornell University

Bachelor of Science - BS

SKILLS

Financial AdvisoryMutual FundsEstate PlanningPortfolio ManagementFinraWealth Management ServicesBondsManagementRetirementAsset AllocationFinanceInvestment StrategiesFunding401kInvestment BankingSeries 63Strategic Financial PlanningValuationRisk ManagementInvestment ManagementFixed IncomeHedge FundsRelationship ManagementRetirement PlanningFinancial PlanningOptionsInvestmentsSecuritiesPrivate EquitySeries 7Financial ServicesAsset ManagementFinancial ModelingTradingEquitiesBusiness DevelopmentInvestment AdvisoryAlternative InvestmentsWealth ManagementWealth

ABOUT WADE PITTS

While you focus on your client’s and company’s goals, who is focused on yours? That\'s…

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