Granite Group Advisors
Granite Group Advisors is an SEC-Registered Investment Adviser (RIA) firm with a core mission: managing wealth the right way, through full transparency, client control, and customized portfolio construction. Founded by executives with a combined experience of over 100 years in leading financial firms. We've been disrupting the Wall Street wealth management model for over 20 years by delivering compelling results as the Investor’s Advocate. We advocate for our clients with skill, care, and rigor. Prior to forming Granite Group Advisors, our partners spent 25 years on Wall Street, witnessing both the best and the worst of what "the street" had to offer. Their response was to open an investment firm that planted its roots in the core understanding of a client’s needs. First and foremost, Granite Group Advisors' founders established a fee structure that eliminates hidden fees and conflicts of interest, which have destroyed trust at many firms. Second, they can invest in any product available and avoid the mediocre "in-house" proprietary investments that dominate large financial firms. Finally, the Granite Group Advisors partners use their experience and process to evaluate money managers in ways that are often overlooked. In essence, they wanted to structure the company under the simplest of ideas, doing what's right for the client. This is the very essence of Granite Group Advisors, and this is why top Wall Street executives, families, endowments, and retirement plan sponsors choose us. Granite Group Advisors, LLC (“Granite”) is an SEC-Registered Investment Adviser located in Stamford, CT. SEC registration does not imply a certain level of skill or training. For information about the registration status of Granite, please contact the SEC on its website at GGA Retirement is a division of Granite.
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- PH
Patrice Holland
Director of Operations · Operations
EmailPhone - LH
Lyle Himebaugh
Partner · General Business & Management
EmailPhone - SK
Sharlene Kelly
Retirement Plan Operations Expert 18 Years Driving Compliance, Strategy and Employee Engagement · Other
EmailPhone - MK
Mark Koeppen
Director of Strategic Wealth · Finance & Accounting
EmailPhone - TG
Terence Gibbons
Institutional Wealth Management Consultant · Other
EmailPhone
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Top roles at Granite Group Advisors
5 distinct titles indexed · top 5 shown.
- 2institutional wealth management consultant
- 1director of operations
- 1director of strategic wealth
- 1partner
- 1retirement plan operations expert 18 years driving compliance, strategy and employee engagement
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