Profil
John D.
Caffrey was the founder of Castle Financial Advisors LLC (founded in 2001) where he holds the title of Partner & Owner, and Castle Asset Management LLC (Invt Mgmt NY) (founded in 2004) where he holds the title of Managing Director.
He is currently Vice Chairman at Empire National Bank since 2008 and a Member of the Financial Planning Association.
Mr. Caffrey's former positions include Vice Chairman at Empire Bancorp, Inc. (New York), Partner & Owner at Castle Asset Management LLC (New York) from 2004 to 2021, and Treasurer at SplashesOfHope from 2003 to 2006.
Mr. Caffrey received an undergraduate degree from State University of New York College at Oswego.
Postes actifs de John D. Caffrey
| Sociétés | Poste | Début |
|---|---|---|
Castle Financial Advisors LLC
Castle Financial Advisors LLC Investment ManagersFinance Provides investment advisory services | Fondateur | 01/08/2001 |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Corporate Officer/Principal | - |
Anciens postes connus de John D. Caffrey
| Sociétés | Poste | Fin |
|---|---|---|
Castle Asset Management LLC (New York)
Castle Asset Management LLC (New York) Investment ManagersFinance Provides investment advisory services | Corporate Officer/Principal | 01/11/2021 |
Castle Asset Management LLC (Invt Mgmt NY)
Castle Asset Management LLC (Invt Mgmt NY) Investment ManagersFinance Provides investment advice | Directeur Général | 01/11/2021 |
Empire National Bank
Empire National Bank Major BanksFinance Operates as a nationally chartered commercial bank | Directeur/Membre du Conseil | 30/10/2020 |
SplashesOfHope
SplashesOfHope Miscellaneous Commercial ServicesCommercial Services Operates as a charity for hospitals and healthcare center | Treasurer | 01/01/2006 |
| EMPIRE BANCORP, INC. | Directeur/Membre du Conseil | - |
Formation de John D. Caffrey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 8 |
|---|---|
State University of New York College at Oswego
State University of New York College at Oswego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Commercial Services |
Empire Bancorp, Inc. (New York)
Empire Bancorp, Inc. (New York) Major BanksFinance Operates as a bank holding company whose subsidiary functions as national bank | Finance |
Castle Financial Advisors LLC
Castle Financial Advisors LLC Investment ManagersFinance Provides investment advisory services | Finance |
Castle Asset Management LLC (New York)
Castle Asset Management LLC (New York) Investment ManagersFinance Provides investment advisory services | Finance |
SplashesOfHope
SplashesOfHope Miscellaneous Commercial ServicesCommercial Services Operates as a charity for hospitals and healthcare center | Commercial Services |
Empire National Bank
Empire National Bank Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Castle Asset Management LLC (Invt Mgmt NY)
Castle Asset Management LLC (Invt Mgmt NY) Investment ManagersFinance Provides investment advice | Finance |
















