Craig Douglas Findley
Algemeen Directeur bij Venture Visionary Partners LLC
Profiel
Mr. Craig D.
Findley is a Chairman & Chief Executive Officer at Venture Visionary Partners LLC.
As a Wealth Advisor, he has over 26 years of experience.
Prior to going independent, and founding Venture Visionary partners, he was a Managing Director at UBS Wealth Management where he led and grew one of the largest and most successful teams in the firm with over $6 billion in client assets.
He was also the co-chair of the distinguished UBS Financial Advisor Advisory Committee, which serves as the collective voice of the firm’s nearly 6,300 Financial Advisors.
He earned his bachelor’s degree from Hillsdale College and attended an exchange program at Oxford University.
Actieve functies van Craig Douglas Findley
| Bedrijven | Functie | Begin |
|---|---|---|
Venture Visionary Partners LLC
 Venture Visionary Partners LLC Investment ManagersFinance Venture Visionary Partners LLC (VVP) is a registered independent wealth management firm headquartered in Sylvania, Ohio. The firm was founded by Craig D. Findley in 2019. VVP offers discretionary investment management services to affluent families and individuals, including business owners and entrepreneurs. | Algemeen Directeur | 01-06-2019 |
Eerdere bekende functies van Craig Douglas Findley
| Bedrijven | Functie | Einde |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01-04-2019 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01-12-2011 |
Opleiding van Craig Douglas Findley
| Hillsdale College | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Venture Visionary Partners LLC
Venture Visionary Partners LLC Investment ManagersFinance Venture Visionary Partners LLC (VVP) is a registered independent wealth management firm headquartered in Sylvania, Ohio. The firm was founded by Craig D. Findley in 2019. VVP offers discretionary investment management services to affluent families and individuals, including business owners and entrepreneurs. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
