Skip Briggs

Chief Executive Officer at

Briggs Advisory Group, Inc.

Commercial Services

Consumer Services

Finance

Profile

Mr. Harold E.
Briggs is a Wealth Advisor at Briggs Advisory Group, Inc. He has over 40 years extensive tax and wealth advisory experience, he works to ensure the design and implementation of tax-optimized, goal-focused, planning-driven wealth management solutions meet each client’s unique needs.
Mr. Briggs has previously served terms as treasurer at the Central Rhode Island Chamber of Commerce, treasurer and vice president at Meeting Street Center, and a member of the Professional Advisory Council at the Rhode Island Foundation.
Prior to his time at Briggs Advisory Group, he held positions of managing director, tax partner and tax director at a variety of firms.
He received his Bachelor of Science in Business Administration in accounting from Bryant University in 1983.

Skip Briggs active positions

Companies	Position	Start
Briggs Advisory Group, Inc. Briggs Advisory Group, Inc. Investment ManagersFinance Briggs's services are based on long-term investment strategies incorporating the principles of Modern Portfolio Theory and the Efficient Markets Theory. The firm uses investment and portfolio allocation software to evaluate alternative portfolio designs. They typically create a portfolio of passively managed asset classes, comprised of no-load index based mutual funds and/or exchange traded funds (ETFs).	Chief Executive Officer	01/01/2018

All active positions of Skip Briggs

Former positions of Skip Briggs

Companies	Position	End
Disanto, Priest & Co. Disanto, Priest & Co. Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Corporate Officer/Principal	01/01/2015

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Private companies	3
Disanto, Priest & Co. Disanto, Priest & Co. Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Commercial Services
Bryant University Bryant University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Briggs Advisory Group, Inc. Briggs Advisory Group, Inc. Investment ManagersFinance Briggs's services are based on long-term investment strategies incorporating the principles of Modern Portfolio Theory and the Efficient Markets Theory. The firm uses investment and portfolio allocation software to evaluate alternative portfolio designs. They typically create a portfolio of passively managed asset classes, comprised of no-load index based mutual funds and/or exchange traded funds (ETFs).	Finance