Chris Castellano
Stratège de marché chez GM Advisory Group, Inc.
Profil
Mr. Christopher Castellano is a Managing Director at GM Advisory Group, Inc. As Director of the Wealth Strategies Team, he leads the analysis and development of financial planning strategies to help GM Advisory Group’s clients achieve their long-term financial and personal goals.
He received his undergraduate degree from St. John's University and an MBA from St. John's University.
Postes actifs de Chris Castellano
| Sociétés | Poste | Début |
|---|---|---|
GM Advisory Group, Inc.
 GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | Stratège de marché | 01/01/2012 |
Formation de Chris Castellano
| St. John's University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
GM Advisory Group, Inc.
GM Advisory Group, Inc. Investment ManagersFinance GM Advisory Group, Inc. (GMAG) is a SEC-registered investment adviser and wealth management firm headquartered in Melville, New York. The firm was founded by Frank P. Marzano in 2004. In 2023, they were acquired by Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. GMAG provides discretionary and non-discretionary investment management services through separately managed accounts and pooled investment vehicles. They primarily provide discretionary investment management services to their managed account clients, principally through a wrap fee program. | Finance |
