Giovanni Tiso, Cfp®
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Giovanni Tiso, Cfp® Email & Phone Number

Senior Financial Planner at Range
Location: New York City Metropolitan Area, United States, United States 9 work roles 2 schools
1 work email found @captrust.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email g****@captrust.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Range
Role
Senior Financial Planner
Location
New York City Metropolitan Area, United States, United States

Who is Giovanni Tiso, Cfp®? Overview

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Quick answer

Giovanni Tiso, Cfp® is listed as Senior Financial Planner at Range, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at captrust.com and a matched LinkedIn profile for Giovanni Tiso, Cfp®.

Giovanni Tiso, Cfp® previously worked as Senior Financial Advisor at Captrust and Financial Advisor at Captrust. Giovanni Tiso, Cfp® holds Bachelor’S Degree, Economics from Fordham University.

Company email context

Email format at Range

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*@captrust.com
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AeroLeads found 1 current-domain work email signal for Giovanni Tiso, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Giovanni Tiso, Cfp®

I joined CAPTRUST in 2021 and serve as a financial advisor. I am responsible for providing comprehensive wealth management services to high-net-worth individuals and corporate executives. I work closely with the firm’s advisor, analyst, and portfolio administration teams to develop, implement, and monitor client financial plans and investment accounts.In my spare time I enjoy reading, traveling with my wife, and spending time with my family and friends.

Listed skills include Investment Advisory Services, Financial Services, Microsoft Excel, Microsoft Word, and 1 others.

Current workplace

Giovanni Tiso, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Range
Range
Senior Financial Planner
New York, NY, US
Website
captrustadvisors.com
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Company profile
View company profile Email format
9 roles

Giovanni Tiso, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Financial Planner

Range

New York, NY, US

Senior Financial Advisor

Current
Captrust

Raleigh, NC, US

Jan 2024 - Present

Financial Advisor

Captrust

Raleigh, NC, US

Jun 2021 - Jan 2024

Associate Wealth Advisor

The Colony Group

Boston, Massachusetts, US

Apr 2018 - Jun 2021

Associate Portfolio Manager

The Colony Group

Boston, Massachusetts, US

Jan 2017 - Apr 2017

Portfolio Administrator

The Colony Group

Boston, Massachusetts, US

Jun 2015 - Jan 2017

Wealth Advisor Intern

The Colony Group

Boston, Massachusetts, US

Dec 2014 - May 2015

Finance Intern

1199 National Benefit Fund

US

  • Coordinated intern projects that created procedures to increase efficiency for the Finance Department
  • Examined client accounts and payroll reports to compute owed contributions
  • Analyzed incoming checks to allocate money properly, compared payment rates, and applied credits to appropriate accounts
  • Evaluated credit and debit transactions to search for discrepancies in payments
  • Reviewed monthly client reports and corrected incorrectly deposited checks into proper funds
Jun 2014 - Dec 2014
Team & coworkers

Colleagues at Range

Other employees you can reach at captrustadvisors.com. View company contacts →

EA Earle Allen, Mba, Cebs Earle Allen, Mba, Cebs Colleague at Range Hoboken, New Jersey, United States, United States View → JL Jocelyn Lubiaani Calvo Martinez Jocelyn Lubiaani Calvo Martinez Colleague at Range Gustavo A. Madero, Mexico City, Mexico, Mexico View → CF Cole Frischman Cole Frischman Colleague at Range Pittsburgh, Pennsylvania, United States, United States View → BT Ben Tylman Ben Tylman Colleague at Range Charlotte Metro, United States View → KS Kyle Shoemaker, Cfp® Kyle Shoemaker, Cfp® Colleague at Range Allentown, Pennsylvania, United States, United States View → TG Taylor Garland Woodside Taylor Garland Woodside Colleague at Range Nashville Metropolitan Area, United States View → BS Barry Schmitt Barry Schmitt Colleague at Range Richmond, Virginia, United States, United States View → MR Mary Reddic, Shrm-Cp Mary Reddic, Shrm-Cp Colleague at Range San Antonio, Texas, United States, United States View → JS Joel Sutcliffe Joel Sutcliffe Colleague at Range Easton, Pennsylvania, United States, United States View → GV George Vatsis George Vatsis Colleague at Range Matthews, North Carolina, United States, United States View →
2 education records

Giovanni Tiso, Cfp® education

Bachelor’S Degree, Economics

Fordham University

Education record

Passed Level I Of The Cfa Program
FAQ

Frequently asked questions about Giovanni Tiso, Cfp®

Quick answers generated from the profile data available on this page.

What company does Giovanni Tiso, Cfp® work for?

Giovanni Tiso, Cfp® works for Range.

What is Giovanni Tiso, Cfp®'s role at Range?

Giovanni Tiso, Cfp® is listed as Senior Financial Planner at Range.

What is Giovanni Tiso, Cfp®'s email address?

AeroLeads has found 1 work email signal at @captrust.com for Giovanni Tiso, Cfp® at Range.

Where is Giovanni Tiso, Cfp® based?

Giovanni Tiso, Cfp® is based in New York City Metropolitan Area, United States, United States while working with Range.

What companies has Giovanni Tiso, Cfp® worked for?

Giovanni Tiso, Cfp® has worked for Range, Captrust, The Colony Group, Next Capital Management Llc, and 1199 National Benefit Fund.

Who are Giovanni Tiso, Cfp®'s colleagues at Range?

Giovanni Tiso, Cfp®'s colleagues at Range include Earle Allen, Mba, Cebs, Jocelyn Lubiaani Calvo Martinez, Cole Frischman, Ben Tylman, and Kyle Shoemaker, Cfp®.

How can I contact Giovanni Tiso, Cfp®?

You can use AeroLeads to view verified contact signals for Giovanni Tiso, Cfp® at Range, including work email, phone, and LinkedIn data when available.

What schools did Giovanni Tiso, Cfp® attend?

Giovanni Tiso, Cfp® holds Bachelor’S Degree, Economics from Fordham University.

What skills is Giovanni Tiso, Cfp® known for?

Giovanni Tiso, Cfp® is listed with skills including Investment Advisory Services, Financial Services, Microsoft Excel, Microsoft Word, and Time Management.

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