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MEMBER PROFILE

 

Paula Feinberg

GranVida Wealth at Steward Partners

 

Member profile details

Membership level
Dallas Individual
First name
Paula
Second name/initial
Maria
Last name
Feinberg
Title
Wealth Manager/Senior Vice President
Company
GranVida Wealth at Steward Partners
LinkedIn profile URL
www.linkedin.com/in/granvidawealth
XPX Chapter Email Lists
  • Dallas News & Events
  • San Antonio News & Events
 

CONTACT INFORMATION

City
Dallas
State
Texas
 

PROFILE INFORMATION

Call me when
someone is asking about me; there is a special opportunity; to be invited to present
Why I/we support XPX
GranVida has a distinct approach to help manage the financial and philanthropic lives of our business owner clients during their accumulation years but more importantly when they exit
Profession
  • Coach
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Cash management
  • Entrepreneurship
  • ESG
  • ESOPs
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Transaction advisory
Client Industry(ies)
  • Agriculture/Mining
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
MPA
Transition Planning Certification or Methodology
n/a
In Business Since
2000
How to contact
469-857-1516
Twitter name
n/a
Business Focus
GranVida helps provides income and investment strategies to business owners who are planning an exit or who have experienced a transition event
Client Results
n/a
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