CoverProfile

Robert J. Mascia

CEO, CCO, Wealth Manager, Founder & Financial Planner

Green Ridge Wealth Planning

United States, New York, New York

About Me

Robert Mascia, known as “Bobby” to loved ones and clients alike, is a serial entrepreneur with a unique background working both on Wall Street and as an owner of several successful businesses. As such, he offers financial insight to business owners that can only be learned through years of first-hand experience. Bobby founded Green Ridge Wealth Planning to offer business owners, individuals and families a boutique, highly-personalized financial planning and investment management experience.

Profile Information

CEO, CCO, Wealth Manager, Founder & Financial Planner

Green Ridge Wealth Planning

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Jan 11, 2025

More profiles to browse

Profile Photo
Jordan Kaufman
Chief Investment Officer, Partner, Advisor
BS
Brandon Sisk
Investment Analyst
SC
Sean Cole
Investment Advisor

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson
SS
Sandy Shen
Research Analyst
Manhattan Family Office