Paula Feinberg
GranVida Wealth at Steward Partners
Dallas, Texas
About
Company name
Business title
Wealth Manager/Senior Vice President
Contact
How to contact
469-857-1516
Professional Profile
Call Me When
someone is asking about me; there is a special opportunity; to be invited to present
Professions
Coach
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Cash management
Entrepreneurship
ESOPs
Family business
Fiduciary
Finance
Investments
Transaction advisory
Exit/Transition Planning
ESG
Business Focus
GranVida helps provides income and investment strategies to business owners who are planning an exit or who have experienced a transition event
Professional Certification
MPA
Transition Planning Certification or Methodology
n/a
Client Industries
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
Client Results
n/a
Chapter information
Membership
Dallas Individual
Member since
Member for 2 years
Why I'm a Member of 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
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