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MEMBER PROFILE

 

Gianni DiMeglio

William Blair

 

Member profile details

Membership level
Connecticut - Fairfield County
First name
Gianni
Last name
DiMeglio
Suffix
CFP
Title
Managing Director
Company
William Blair
 

CONTACT INFORMATION

City
Stamford
State
Connecticut
 

PROFILE INFORMATION

Call me when
Before selling the business to help with tax mitigation strategies and unique investment opportunities.
Profession
  • Banker
  • Wealth Manager
Functional Expertise
  • Cash management
  • Debt
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Lending
  • Philanthropy
  • Real estate
  • Strategic planning
  • Trusts
Client Industry(ies)
  • Computer/Electronics
  • Consumer Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
Professional Certification(s)
Certified Financial Planner
In Business Since
2002
How to contact
Call cell 203-434-6986
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