We are pleased to announce Five Star award winners Dana Mascalo and Lise Robinson’s appearance in a Women in Wealth special section in the October/November 2021 issue of Fortune magazine. Dana was recognized for the 7th year and Lise was recognized for the 6th year. The Women in Wealth section includes a selection of women wealth managers who stand out in their industry. These women are part of an exclusive group of professionals who have satisfied 10 objective evaluation criteria, including assets under management, five-year client retention rate and have met a minimum service tenure.
About TrinityPoint Wealth TrinityPoint Wealth is a Registered Investment Advisory firm that provides a variety of financial services. Our independent investment advisory firm is founded by partners who have more than 100 years of combined financial experience. No matter your goals or circumstances, we will work tirelessly on your behalf, providing value-added services, highly personalized attention and solutions customized for your unique objectives.
About Five Star Professional’s Women In Wealth The Women in Wealth section includes a selection of women wealth managers who stand out in their industry. These women are part of an exclusive group of professionals who have satisfied 10 objective evaluation criteria, including assets under management, five-year client retention rate and have met a minimum service tenure. All of the wealth managers featured have earned the distinction of being a Five Star Wealth Manager. For full requirements and criteria please visit the following link. http://ww2.fivestarprofessional.com/fiveStarAssets/pdfs/Investment%20Professional%20Methodology.pdf