Patrick Lowell Grasso
Analyst-Equity at Affinia Financial Group LLC
Profile
Patrick Lowell Grasso is a professional who has worked in various financial firms.
Currently, he is working as a Portfolio Analyst at Affinia Financial Group LLC since 2019.
Prior to this, he worked as an Analyst at The Ayco Co. LP from 2014 to 2019 and as a Portfolio Administrator at State Street Corp.
from 2012 to 2014.
Mr. Grasso completed his undergraduate degree from the University of New Hampshire in 2012 and received an MBA from Villanova School of Business in 2020.
Patrick Lowell Grasso active positions
Companies | Position | Start |
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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 | 30/09/2019 |
Former positions of Patrick Lowell Grasso
Companies | Position | End |
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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 | 30/09/2019 |
STATE STREET CORPORATION | Corporate Officer/Principal | 30/04/2014 |
Training of Patrick Lowell Grasso
Villanova School of Business | Masters Business Admin |
University of New Hampshire | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Linked companies
Listed companies | 1 |
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STATE STREET CORPORATION | Finance |
Private companies | 2 |
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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 |
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