Business & Finance

Gilmartin Joins Point View as Client Services Specialist

May 7, 2014 at 9:12 PM

SUMMIT, NJ - Christina Gilmartin has joined Summit-based Point View Wealth Management, Inc. as Client Services Specialist.

Founded in 1993, Point View is an independent, fee-only, investment advisor providing customized portfolio management services and comprehensive financial planning.  By using primarily direct holdings of stocks and bonds, rather than mutual funds or subaccounts, Point View can more precisely match investment strategies to its customers' risk profile, tax situation, and individual investment needs.
Gilmartin has more than fifteen years' experience working in the financial services industry, and excels at prioritizing and following through to achieve project goals.  She joins Point View after working as Operations Manager and Equity Trader for KR Capital Advisors, Inc., an Institutional Investment Advisor in New York City,
 
Located in Summit, New Jersey, Point View's clients include individuals, families, charitable endowments, and retirement plans.  For more information, and a complimentary consultation, please contact 908 / 598-1717.

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