Storia della carriera di Patrick Lowell Grasso
Precedenti posizioni note di Patrick Lowell Grasso
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Affinia Financial Group LLC
 Affinia Financial Group LLC Investment ManagersFinance Affinia Financial Group LLC (Affinia) is a SEC-registered investment advisor and wealth management firm headquartered in Burlington, Massachusetts. The firm was founded in 2019 as SNFP LLC. In 2023, they were acquired by Sequoia Financial Group LLC, a subsidiary of Cohen & Co. Enterprises Ltd. Affinia offers investment advisory services to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. | Analyst-Equity | 01/10/2019 | 01/03/2022 |
| Trading-Equity | 01/10/2019 | 01/03/2022 | |
The Ayco Co. LP
 The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Corporate Officer/Principal | 01/06/2014 | 01/10/2019 |
| STATE STREET CORPORATION | Corporate Officer/Principal | 01/09/2012 | 01/05/2014 |
Formazione di Patrick Lowell Grasso
| Villanova School of Business | Masters Business Admin |
| University of New Hampshire | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 6 |
Posizioni
| Corporate Officer/Principal | 2 |
| Analyst-Equity | 1 |
| Trading-Equity | 1 |
Settori
| Finance | 4 |
| Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| STATE STREET CORPORATION | Finance |
| Aziende private | 2 |
|---|---|
Affinia Financial Group LLC
Affinia Financial Group LLC Investment ManagersFinance Affinia Financial Group LLC (Affinia) is a SEC-registered investment advisor and wealth management firm headquartered in Burlington, Massachusetts. The firm was founded in 2019 as SNFP LLC. In 2023, they were acquired by Sequoia Financial Group LLC, a subsidiary of Cohen & Co. Enterprises Ltd. Affinia offers investment advisory services to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. | Finance |
The Ayco Co. LP
The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Finance |
