Craig Gould
Chief Executive Officer at Cabot Lodge Securities LLC
Net worth: 4 M $ as of 2024-03-30
Profile
Craig Gould is currently the President & Chief Executive Officer at Cabot Lodge Securities LLC, the President & Chief Executive Officer at Wentworth Management Services LLC, and the Chairman & Chief Executive Officer at Binah Capital Group, Inc. He previously held positions as Vice Chairman at National Holdings Corp., President at Fintegra LLC, and Sales Manager at B.
Riley Wealth Management, Inc. Mr. Gould obtained his undergraduate degree from the University of Wisconsin.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
1.88% | 2024-03-31 | 309,235 ( 1.88% ) | 4 M $ | 2024-03-30 |
Craig Gould active positions
| Companies | Position | Start |
|---|---|---|
Cabot Lodge Securities LLC
 Cabot Lodge Securities LLC Investment Banks/BrokersFinance Cabot Lodge Securities LLC (Cabot Lodge) is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of PKS Holdings LLC. Cabot Lodge offers a broad spectrum of investment products and services via their comprehensive open architecture product platform, such as equities, fixed income, mutual funds, ETFs, variable annuities, REITs, and through their affiliates, separately managed accounts, life, health and disability insurance, mortgages, and wealth management and protection services. | Chief Executive Officer | 2011-12-31 |
Wentworth Management Services LLC
 Wentworth Management Services LLC Investment ManagersFinance Wentworth Management Services LLC engages in owning and operating broker-dealers. The firm also specializes in investment banking and consolidating independent broker-dealers. The company was founded in March 2016 and is headquartered in New York, NY. | Chief Executive Officer | - |
Former positions of Craig Gould
| Companies | Position | End |
|---|---|---|
| NATIONAL HOLDINGS CORPORATION | Director/Board Member | - |
B. Riley Wealth Management, Inc.
 B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Sales & Marketing | - |
Fintegra LLC
 Fintegra LLC Investment ManagersFinance Fintegra LLC engages in the provision of investment advisory services. It offers financial planning, mutual funds, education, and estate planning services. The company is headquartered in Minneapolis, MN. | President | - |
Training of Craig Gould
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
National Holdings Corp.
 National Holdings Corp. Investment Banks/BrokersFinance National Holdings Corp. engages in the provision of investment banking and asset management services. It operates through the following segments: Brokerage and Advisory Services and Tax and Accounting Services. The Brokerage and Advisory Services segment includes broker-dealer and investment advisory services, sale of insurance products and licensed mortgage brokerage services. The Tax and Accounting Services segment involves tax preparation and accounting services provided by National Tax. The company was founded in 1947 and is headquartered in New York, NY. | Finance |
Fintegra LLC
Fintegra LLC Investment ManagersFinance Fintegra LLC engages in the provision of investment advisory services. It offers financial planning, mutual funds, education, and estate planning services. The company is headquartered in Minneapolis, MN. | Finance |
Cabot Lodge Securities LLC
Cabot Lodge Securities LLC Investment Banks/BrokersFinance Cabot Lodge Securities LLC (Cabot Lodge) is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of PKS Holdings LLC. Cabot Lodge offers a broad spectrum of investment products and services via their comprehensive open architecture product platform, such as equities, fixed income, mutual funds, ETFs, variable annuities, REITs, and through their affiliates, separately managed accounts, life, health and disability insurance, mortgages, and wealth management and protection services. | Finance |
B. Riley Wealth Management, Inc.
B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Finance |
Wentworth Management Services LLC
Wentworth Management Services LLC Investment ManagersFinance Wentworth Management Services LLC engages in owning and operating broker-dealers. The firm also specializes in investment banking and consolidating independent broker-dealers. The company was founded in March 2016 and is headquartered in New York, NY. | Finance |
- Stock Market
- Insiders
- Craig Gould
