Pillar Financial Advisors

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Pillar Financial Advisors Employees

Employee
Years
Job
Industry
Greg Curry Greg Curry Louisville, Kentucky Area Details
Greg Curry's Pillar Financial Advisors Experience November 1997 - Present
Job Owner, Pillar Financial Advisors
Industry Financial Services
Experience
Pillar Financial Advisors   November 1997 - Present
AEGON Capital Management  October 1989 - October 1997
AEGON Institutional Markets  1989 - 1997
Coopers & Lybrand  January 1987 - October 1989

Skills
Strategy, Management, Finance, Employee Benefits, Financial Advisory, Investment Management, Investments, Project Planning, Retirement Planning, Strategic Financial..., Financial Analysis, Personal Finance, Insurance, Asset Management, Investment Advisory

Education
University of Louisville   1981 — 1986
Bachelor of Science (BS), Accounting

Trinity High School   1976 — 1981

William Baldwin William Baldwin Greater Boston Area Details
William Baldwin's Pillar Financial Advisors Experience March 1986 - November 2013
Job Managing Director at Argent Wealth Management
Industry Financial Services
Experience
Argent Wealth Management  2013 - Present
Pillar Financial Advisors   March 1986 - November 2013
NAPFA - National Ass'n of Personal Financial Advisors   September 2009 - September 2010
Babson Financial Management   1983 - 1986
Deloitte  1975 - 1976

Skills
Estate Planning, Wealth Management, Investments, Strategic Financial..., Investment Management, Investment Advisory, High Net Worth..., Retirement Planning, Financial Planners, Wealth, Financial Advisory, Personal Finance, Finance, Portfolio Management, Personal Financial..., Asset Management, Retirement, Asset Allocation, Wealth Management..., Investment Strategies, Tax, Estate Tax Planning

Education
Boston University School of Law   1980 — 1983
LLM, Taxation

Boston College Law School   1972 — 1975
JD, Law

University of Cincinnati   1970 — 1972
BBA, Accounting

Drew Bottaro Drew Bottaro Greater Boston Area Details
Drew Bottaro's Pillar Financial Advisors Experience January 2000 - March 2004
Job Senior Finance Counselor at Weston Financial; Adjunct Assistant Professor at Bentley University
Industry Financial Services
Experience
Weston Financial  October 2011 - Present
Bentley University  January 2014 - Present
The Washington Trust Company  October 2011 - Present
Town of Winchester  March 2007 - Present
Wells Fargo Family Wealth  March 2004 - April 2011
Pillar Financial Advisors   January 2000 - March 2004
Deloitte  August 1989 - January 2000
Weston Financial Group  1986 - 1989
Prior Experience  1977 - 1985

Skills
High Net Worth..., Thought Leadership, Wealth Management, Team Management, Investment Management, Estate Planning, Intergenerational..., Charitable Trusts, Wealth Management..., Wealth, Personal Financial..., Personal Finance, Financial Planning, Financial Advisory, Financial Planners, Retirement, Retirement Planning, Tax Advisory, Trust Taxation, IRAs, Investments, Investment Advisory, Investment Strategies, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Series 7

Education
Boston University School of Law
J.D., Law

Massachusetts Institute of Technology
S.B., Economics

Heather Sevillano Heather Sevillano Greater New York City Area Details
Heather Sevillano's Pillar Financial Advisors Experience September 1999 - May 2000
Job Director & Chief Operating Officer
Industry Investment Management
Experience
Greenwich Investment Management  January 2010 - Present
Greenwich Investment Management  January 2007 - December 2009
Stollman & Zuccarini Associates / Northwestern Mutual Financial Network   2004 - 2006
Oldham Resource Group   1999 - 2004
Pillar Financial Advisors   September 1999 - May 2000

Education
Bentley University   1996 — 2000
BS, Finance

Jonathan Law   1992 — 1996

Susan Powell CAP-OM Susan Powell CAP-OM Greater Boston Area Details
Susan Powell CAP-OM's Pillar Financial Advisors Experience January 2001 - August 2011
Job Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2012 - Present
Pillar Financial Advisors   January 2001 - August 2011
BlueCross BlueShield of SC  September 1999 - October 2000
Mutual of Omaha  May 1997 - September 1999
Mutual of Omaha  January 1997 - January 1999
American National Bank  January 1994 - January 1997

Skills
Administrative..., Calendaring, Office Administration, Confidentiality, Calendars, Travel Arrangements, Spreadsheets, Interviews, Accounts Payable, Concur, Invoicing, Office Management, Leadership, Management, File Management

Education
Metropolitan Community College   2002 — 2005
AS, Applied Science

Tyler Layton, MBA Tyler Layton, MBA Lexington, Kentucky Details
Tyler Layton, MBA's Pillar Financial Advisors Experience May 2011 - August 2011
Job Senior Financial Analyst, Corporate FP&A at Tempur Sealy International
Industry Consumer Goods
Experience
Tempur Sealy International  March 2015 - Present
Tempur Sealy International  September 2013 - March 2015
Leadership Strategies Group   August 2012 - August 2013
Citizens Union Bank  May 2009 - January 2012
Pillar Financial Advisors   May 2011 - August 2011

Skills
Finance, Loans, Banking, Accounting, Credit Analysis, PowerPoint, Microsoft Excel, Team-oriented, Portfolio Management, Microsoft Office, Financial Analysis, Managerial Finance, Leadership, Marketing, Teamwork, Strategic Financial..., Financial Modeling, Microsoft Word, Mortgage Servicing, Public Speaking

Education
Western Kentucky University   2012 — 2013
Master's of Business Administration (MBA), 3.91

Georgetown College   2008 — 2012
Bachelor of Science (B.S.), Business Administration - Finance, 3.52

Kathleen Kenealy, CFP® Kathleen Kenealy, CFP® Greater Boston Area Details
Kathleen Kenealy, CFP®'s Pillar Financial Advisors Experience April 2004 - May 2011
Job Wealth Adviser at Peak Financial Management, Inc.
Industry Financial Services
Experience
Peak Financial Management, Inc.   September 2014 - Present
Rowling & Associates   March 2012 - May 2014
Moss Adams Wealth Advisors LLC  September 2011 - February 2012
Pillar Financial Advisors   April 2004 - May 2011
Quebrada Baking Company   1997 - 2004

Skills
Wealth Management, Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Budgeting, Cash Flow Management, Strategic Financial..., Investment Management, Asset Allocation, Portfolio Management, Risk Management

Education
Schwab Executive Leadership Program   2014 — 2014

Boston University   2005 — 2007
Center For Professional Education, Financial Planning

Babson College   2001 — 2003
B.S., Finance

Christopher Cabral, CFA Christopher Cabral, CFA Greater Boston Area Details
Christopher Cabral, CFA's Pillar Financial Advisors Experience June 1997 - May 2005
Job Vice President at Fiduciary Trust
Industry Investment Management
Experience
Fiduciary Trust Company  May 2005 - Present
Pillar Financial Advisors   June 1997 - May 2005

Education
Babson College   1995 — 1997
Bachelor of Science (BS), Finance and Investments

University of Rochester   1993 — 1995

Xaverian Brothers High School   1989 — 1993

J Timothy Delaney J Timothy Delaney Greater Boston Area Details
J Timothy Delaney's Pillar Financial Advisors Experience April 2008 - February 2012
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2015 - Present
Atlantic Trust  February 2012 - May 2015
Pillar Financial Advisors   April 2008 - February 2012
Lowell Blake and Assoc   November 2003 - April 2008

Education
D'Amore-McKim School of Business at Northeastern University   2002 — 2004
MSF, Finance

Fairfield University   1992 — 1996

Jocelyn Schwartz, JD, LLM Jocelyn Schwartz, JD, LLM Greater Boston Area Details
Jocelyn Schwartz, JD, LLM's Pillar Financial Advisors Experience November 2006 - January 2013
Job Director, Private Client Group at SCS Financial
Industry Financial Services
Experience
SCS Financial  February 2013 - Present
Pillar Financial Advisors   November 2006 - January 2013
Fidelity Investments  2003 - 2006

Skills
Estate Planning, Retirement Planning, Financial Planning, Investment Advisory, Wealth Management, Financial Modeling, Strategic Financial...

Education
Boston University School of Law, Graduate Tax Program   2001 — 2003
LLM, Tax Law & Estate Planning

New England Law Boston   1997 — 2000
JD, Law

Ithaca College   1994 — 1997
BA, Psychology

Pepperdine University   1993 — 1994

Janis Colangelo Janis Colangelo Greater Boston Area Details
Janis Colangelo's Pillar Financial Advisors Experience Client Services AdministratorArgent Wealth ManagementFebruary 1999 - Present
Job Client Services Administrator at Argent Wealth Management
Industry Financial Services
Experience
Pillar Financial Advisors   Client Services AdministratorArgent Wealth ManagementFebruary 1999 - Present

Education
University of Hartford   1969 — 1973

Rita Cianciarulo Rita Cianciarulo Greater Boston Area Details
Rita Cianciarulo's Pillar Financial Advisors Experience February 2001 - June 2012
Job Account Administrator/Client Services at Argent Wealth Management
Industry Financial Services
Experience
Argent Wealth Management  September 2014 - Present
LitmanGerson Associates,LLP  December 2013 - September 2014
Edelstein & Company, LLP   June 2012 - December 2013
Pillar Financial Advisors   February 2001 - June 2012
Winchester Boat Club  May 1993 - April 2011
Berman DeValerio Pease Tabacco Burt & Pucillo  September 1989 - May 1992
Wang Laboratories  September 1985 - May 1988
Nixdorf Computer  1983 - 1985

Skills
Payroll, QuickBooks, Accounts Payable, Accounts Receivable, General Ledger, Financial Statements, Accounting, Finance, Account Reconciliation, Budgets, Bank Reconciliation, Invoicing, Microsoft Excel, Peachtree, Journal Entries

Education
Massachusetts Bay Community College   1979 — 1982
Associates, Accounting

Sharlene (Rabson) Wolf, CFP®, CPA Sharlene (Rabson) Wolf, CFP®, CPA Greater Boston Area Details
Sharlene (Rabson) Wolf, CFP®, CPA's Pillar Financial Advisors Experience February 1998 - February 2000
Job CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant, LPL Registered Assistant, The Sher Wealth Management Group
Industry Financial Services
Experience
The Sher Wealth Management Group   June 2003 - Present
RINET Company, LLC  February 2000 - February 2003
Pillar Financial Advisors   February 1998 - February 2000
Price Waterhouse Coopers  January 1992 - February 1998

Skills
Certified Financial..., Certified Public..., Strategic Financial..., Tax, Estate Planning, High Net Worth..., Financial Planners, Wealth Preservation..., Financial Analysis, College Education..., Protection..., 529 Plans, Separately Managed..., Employee Stock Options, Charitable Gift Planning, Investment Advisory...

Education
Northeastern University Graduate School of Professional Accounting   1997 — 1999
Masters of Science, Taxation

Northeastern University Graduate School of Professional Accounting   1989 — 1991
Masters of Science in Accounting /Masters of Business Administration, Accounting

Tufts University   1985 — 1989
Bachelor of Arts (BA), Economics, Cum Laude

Jason Buttorf, CFA Jason Buttorf, CFA San Francisco Bay Area Details
Jason Buttorf, CFA's Pillar Financial Advisors Experience August 2004 - August 2005
Job CoFounder UDesign
Industry Computer Software
Experience
UDesign LLC   April 2012 - Present
Rochdale Investment Management  January 2008 - April 2011
Rochdale Investment Management  October 2005 - December 2007
Pillar Financial Advisors   August 2004 - August 2005
Plante & Moran, PLLC   May 2003 - August 2003

Skills
Portfolio Management, Asset Allocation, Wealth Management, Alternative Investments, Equities, Fixed Income, Investment Management, Investments, Investment Strategies, Bloomberg, Mutual Funds, Valuation, Private Equity, Financial Modeling, Strategic Financial..., Equity Research

Education
Boston College   2000 — 2004
B.A. in Management, Finance, Corporate Reporting and Analysis