Gregg
Picillo

Mason Capital Partners

CRD#5302060
Investment Advisor
in Boston, MA

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About this Advisor

Gregg Picillo is a financial advisor based in Boston, Massachusetts, working with Mason Capital Partners. Gregg has previously held a position at Mason Capital Partners and is registered to provide services in Massachusetts. Currently, Gregg is part of Mason Capital Partners, which operates out of Boston, Massachusetts. The firm has 6 employees and manages assets totaling $200.5 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Mason Capital Partners includes asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

50 Federal St. 9Th Floor
Boston, MA 02110

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Mason Capital Partners Brokerage Details

Total Assets Under Management

$200,538,117

MA Average: $16,012,751,954
Total Number of Employees

6

MA Average: 118
Total Number of Accounts

287

MA Average: 4,567
Average Account Size

$698,739

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Gregg Picillo Work History

2006 - Present (18 years)

Mason Capital Partners

Disclosures

Please visit the SEC profile of Gregg Picillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mason Capital Partners

Elliot Bruce
Boston, MA
Mark Miller
Boston, MA
Gregg Picillo
Boston, MA
Albert Mason
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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