Deeper Than Skin Podcast
In this episode, we speak with Lincoln DaCosta Jr., the Managing Principal of Riverside Advisory Group in New York City. We discuss how to start investing money, how to introduce financial topics to children, generational wealth, and investing trends seen during the pandemic. Lincoln and his team work with clients to help fulfill their life goals and aspirations in a comprehensive way. They work in partnership with clients to offer solutions that help in most every phase of financial life. Lincoln believes in staying on top of data and economic trends to ensure he reduces as much risk exposure as possible for each client. Superior customer service and getting to know clients on a personal level is the backbone of the Riverside Advisory Group’s practice. Lincoln began his career in 1997 at Barington Capital in the heart of midtown Manhattan in New York City as an Account Executive, working on a team that managed over 250 million dollars in client assets. There, he honed his craft researching investment vehicles and strategies for implementation in client portfolios. Lincoln spent the bulk of his 23-year career at J.P. Morgan Chase, as a Private Client Advisor and Vice President of Investments before forming the Riverside Advisory Group practice at Wells Fargo Advisors Finet in 2017. Lincoln holds a Bachelor’s degree from Ramapo College in Mahwah, NJ. He has two sons, is an avid sports fan, and loves to garden.
5 episodes
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