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Kyle Stephan Cassaday
Lid van de Investeringscommissie bij Cassaday & Co. Wealth Management LLC
Profiel
Mr. Kyle S.
Cassaday is a Senior Vice President at Cassaday & Co. Wealth Management LLC.
Mr. Cassaday is a member of the firm’s Investment Policy Committee (IPC), which develops the firm’s overall investment policy and security selection.
He is responsible for the management and oversight of the firm’s U.S.
mid-cap growth investment holdings.
Mr. Cassaday is a graduate of Flint Hill School in Oakton, Virginia.
He holds a Bachelor of Science in business management from Elon University’s Love School of Business.
Actieve functies van Kyle Stephan Cassaday
Bedrijven | Functie | Begin |
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Cassaday & Co. Wealth Management LLC
![]() Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Lid van de Investeringscommissie | 01-01-2022 |
Eerdere bekende functies van Kyle Stephan Cassaday
Bedrijven | Functie | Einde |
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Cassaday & Co., Inc.
![]() Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Portefeuillebeheerder-Aandelen | 01-12-2021 |
Opleiding van Kyle Stephan Cassaday
Elon University | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 2 |
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Cassaday & Co., Inc.
![]() Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Finance |
Cassaday & Co. Wealth Management LLC
![]() Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Finance |