Gary Paul Savage

Managing Director & CCO at RINET Company LLC

Gary Paul Savage

Gary Paul Savage

Managing Director & CCO at RINET Company LLC

Biography

Mr. Gary P. Savage, CPA, is Managing Director & Chief Compliance Officer at RINET Co. LLC. He is a shareholder and voting member of the Investment Committee of the firm. He oversees firm’s Wealth Planning Group and leads one of the client service teams. He works with families to develop customized investment management plans and helps them integrate their plan with their broader wealth management goals. With his expertise in wealth transfer strategies and family dynamics, he is often called to serve as trustee for his clients. He is a member of the Winchester Country Club and the Quechee Club. He is active in numerous Winchester youth sports and the Winchester Sports Foundation. Prior to joining RINET Co in May 1997, Mr. Savage worked for a Boston-based regional accounting firm focusing on tax planning and consulting for high net worth clients. He is a former board member and President of the New England Chapter of the Juvenile Diabetes Research Foundation. He also served as a member of the Executive Committee of the Boston Estate Planning Council and the Professional Advisory Committee of the Boston Foundation.Mr. Savage holds a Bachelor of Science in Accountancy from Stonehill College and a Master of Science in Taxation from Bentley College. He is a Certified Financial Planner and a Certified Public Accountant.

Overview
RelSci Relationships

41

Relationships
RelSci Relationships are individuals Gary Paul Savage likely has professional access to. A relationship does not necessarily indicate a personal connection.

Assistant Clerk at Fraser Family Foundation, Inc.

Relationship likelihood: Strong

Director at New Hampshire Charitable Foundation

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Managing Director & Chief Executive Officer at RINET Company LLC

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Chief Investment Officer at Goldhirsh Yellin Foundation, Inc.

Relationship likelihood: Strong

Managing Director at RINET Company LLC

Relationship likelihood: Strong

Managing Director at RINET Company LLC

Relationship likelihood: Strong

Managing Director at RINET Company LLC

Relationship likelihood: Strong

Managing Director at RINET Company LLC

Relationship likelihood: Strong

Portfolio Manager at Coldstream Wealth Management

Relationship likelihood: Strong

Chief Operating Officer at RINET Company LLC

Relationship likelihood: Strong

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Gary Paul Savage
Managing Director & CCO at RINET Company LLC
Education
Class of 1997

Bentley University is one of the nation's leading business schools, dedicated to preparing a new kind of business leader and one with the deep technical skills, the broad global perspective and the high ethical standards required to make a difference in an ever-changing world.

Class of 1991

Stonehill is a selective Catholic college located near Boston on a beautiful 384-acre campus in Easton, Massachusetts. With a student:faculty ratio of 13:1, the College engages over 2,300 students in 80+ rigorous academic programs in the liberal arts, sciences, and pre-professional fields. The Stonehill community helps students to develop the knowledge, skills, and character to meet their professional goals and to live lives of purpose and integrity.

Career History
Managing Director & CCO
1997 - Current

RINET Co. employs a manager-of-managers approach that includes all asset classes and all investable countries. The firm does not invest in individual securities but instead, develops several model portfolios (aggressive growth, growth, growth and income, income with moderate growth and income with capital preservation) that are built around mutual funds, ETFs, separate account managers, fixed income and alternative investments, as well as some private equity, real estate and hard assets. Based on the client’s risk/return profile and using the models as a guide, each client is assigned a target asset allocation consistent with their investment objectives. Individual client portfolios may differ from the models. Client portfolios are reviewed regularly to compare the client’s current asset allocation to their target allocation. If necessary, accounts are re-allocated based on their target asset allocation and tactical positioning.

Political Donations
$500
2007

Former President of United States

$250
2003

Former Senator from Massachusetts

Other Affiliations

Gary Paul Savage is affiliated with RINET Company LLC

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