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 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, which is owned by Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Ayco provides investment management services clients to individuals, who may invest their assets with them directly, as individuals, or through private investment vehicles, such as privately held corporations, partnerships, limited liability companies, profit sharing plans, and trusts and estates. The firm also provides investment management services to institutional clients and charitable organizations, such as the Ayco Charitable Foundation, a public charity. | 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
| Villanova School of Business | Masters Business Admin |
| University of New Hampshire | Undergraduate Degree |
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 |
|---|---|
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 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, which is owned by Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Ayco provides investment management services clients to individuals, who may invest their assets with them directly, as individuals, or through private investment vehicles, such as privately held corporations, partnerships, limited liability companies, profit sharing plans, and trusts and estates. The firm also provides investment management services to institutional clients and charitable organizations, such as the Ayco Charitable Foundation, a public charity. | Finance |
