Chris V. Casdia
Profile
Mr. Chris V.
Casdia is Chief Compliance Officer at Homrich & Berg, Inc.
Mr. Casdia joined Homrich Berg in 2008 from AXA Advisors, where he served as director of business practices.
He has several years of experience in compliance management positions.
Prior to AXA Advisors, he was the chief compliance officer and chief operating officer of Woodstock Financial Group.
He is also a public official of the City of Woodstock, serving as Council Member for Ward 2 of the City.
He was re-elected to his seat in the fall of 2007, and his term expires in 2011.
Mr. Casdia earned a bachelor and master degree in business administration from Kennesaw State University.
He is an avid golfer.
Former positions of Chris V. Casdia
| Companies | Position | End |
|---|---|---|
| WOODSTOCK HOLDINGS, INC. | Chief Operating Officer | 2007-04-19 |
Equitable Advisors LLC
 Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Corporate Officer/Principal | - |
Homrich & Berg, Inc. (Investment Management)
 Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Compliance Officer | - |
Training of Chris V. Casdia
| Kennesaw State University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| WOODSTOCK HOLDINGS, INC. | Finance |
| Private companies | 2 |
|---|---|
Homrich & Berg, Inc. (Investment Management)
Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Finance |
Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Finance |
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