![Patrick Lowell Grasso](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Career history of Patrick Lowell Grasso
Former positions of Patrick Lowell Grasso
Companies | Position | Start | End |
---|---|---|---|
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 | 2019-09-30 | 2022-02-28 |
Trading-Equity | 2019-09-30 | 2022-02-28 | |
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 | 2014-05-31 | 2019-09-30 |
STATE STREET CORPORATION | Corporate Officer/Principal | 2012-08-31 | 2014-04-30 |
Training of Patrick Lowell Grasso
University of New Hampshire | Undergraduate Degree |
Villanova School of Business | Masters Business Admin |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Trading-Equity | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
STATE STREET CORPORATION | Finance |
Private companies | 2 |
---|---|
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 |
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 |