Kip Reed Caffey
Chief Executive Officer chez Resurgent Financial Advisors LLC
Profil
Mr. Kip R.
Caffey is a Chief Executive Officer at Resurgent Financial Advisors LLC and an Independent Director at Caribou Coffee Co., Inc. He is on the Board of Directors at Caribou Coffee Co., Inc. Mr. Caffey is responsible for crafting and executing Resurgent Advisors' strategy.
He began his career in the Corporate Finance Department at J.
C.
Bradford & Co., eventually becoming a Managing Director and a Partner in the firm.
Subsequently, Mr. Caffey was Senior Managing Director at SunTrust Robinson Humphrey and its predecessor, The Robinson-Humphrey Company, where he was Co-Head of the Corporate Finance Department.
Prior to forming Resurgent, he was a Partner in Cary Street Partners, serving as its Chief Executive from 2009 to 2015.
He has been in the financial services industry for over 35 years.
Mr. Caffey holds degrees from the University of Virginia and the Harvard Business School.
Postes actifs de Kip Reed Caffey
| Sociétés | Poste | Début |
|---|---|---|
Caribou Coffee Co., Inc.
 Caribou Coffee Co., Inc. RestaurantsConsumer Services Caribou Coffee Co., Inc. owns and operates coffee shops. It offers products to grocery stores, mass merchandisers, club stores, office coffee and foodservice providers, hotels, entertainment venues and e-commerce channels. The firm operates through three segments: Retail, Commercial and Franchise. The company was founded in 1992 and is headquartered in Minneapolis, MN. | Director/Board Member | 01/10/2005 |
Resurgent Financial Advisors LLC
 Resurgent Financial Advisors LLC Investment ManagersFinance Resurgent Financial Advisors LLC (Resurgent) is an independent registered investment advisor headquartered in Atlanta, Georgia. The firm is primarily owned by Kip Caffey and Invergarry Holdings LP. Resurgent offers a variety of advisory services, such as financial planning, investment management, analysis, evaluation and monitoring to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. | Chief Executive Officer | 01/07/2016 |
Anciens postes connus de Kip Reed Caffey
| Sociétés | Poste | Fin |
|---|---|---|
Cary Street Partners LLC (Broker)
 Cary Street Partners LLC (Broker) Investment Banks/BrokersFinance Cary Street Partners LLC (Broker) (Cary Street Partners-Broker) is the brokerage arm of Cary Street Partners LLC, a wealth management firm headquartered in Austin, Texas. The firm was founded in 2002 by Mark M. Gambill and Thomas H. Tullidge Jr. They are a subsidiary of Carnegie Capital Asset Management LLC. Cary Street Partners-Broker offers brokerage services to individuals, families and institutions. | Chief Executive Officer | 01/06/2015 |
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Corporate Officer/Principal | 01/03/2004 |
| The Robinson-Humphrey Co. LLC | Corporate Officer/Principal | 01/03/2004 |
| J. C. Bradford & Co., Inc. | Corporate Officer/Principal | 01/01/1999 |
Cary Street Partners Investment Advisory LLC
 Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Corporate Officer/Principal | - |
Formation de Kip Reed Caffey
| University of Virginia | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Finance |
Cary Street Partners LLC (Broker)
Cary Street Partners LLC (Broker) Investment Banks/BrokersFinance Cary Street Partners LLC (Broker) (Cary Street Partners-Broker) is the brokerage arm of Cary Street Partners LLC, a wealth management firm headquartered in Austin, Texas. The firm was founded in 2002 by Mark M. Gambill and Thomas H. Tullidge Jr. They are a subsidiary of Carnegie Capital Asset Management LLC. Cary Street Partners-Broker offers brokerage services to individuals, families and institutions. | Finance |
Cary Street Partners LLC
 Cary Street Partners LLC Investment ManagersFinance Cary Street Partners LLC provides wealth management and investment banking services. It offers research & portfolio advisory, financial planning, insurance & estate planning and investment banking services. The company was founded by Mark M. Gambill and Thomas H. Tullidge Jr. in 2002 and is headquartered in Richmond, VA. | Finance |
| J. C. Bradford & Co., Inc. | Finance |
Caribou Coffee Co., Inc.
Caribou Coffee Co., Inc. RestaurantsConsumer Services Caribou Coffee Co., Inc. owns and operates coffee shops. It offers products to grocery stores, mass merchandisers, club stores, office coffee and foodservice providers, hotels, entertainment venues and e-commerce channels. The firm operates through three segments: Retail, Commercial and Franchise. The company was founded in 1992 and is headquartered in Minneapolis, MN. | Consumer Services |
| The Robinson-Humphrey Co. LLC | Finance |
Cary Street Partners Investment Advisory LLC
Cary Street Partners Investment Advisory LLC Investment ManagersFinance Cary Street Partners Investment Advisory LLC (Cary Street Partners) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2003 and is a wholly-owned subsidiary of Cary Street Partners Financial LLC (formerly Luxon Financial LLC). Cary Street Partners provides individualized non-discretionary and discretionary advisory services to individuals, pension or profit-sharing plans, trusts, estates or non-profit organizations, corporations or other business entities and governmental entities, educational institutions, as well as banks or thrift institutions. | Finance |
Resurgent Financial Advisors LLC
Resurgent Financial Advisors LLC Investment ManagersFinance Resurgent Financial Advisors LLC (Resurgent) is an independent registered investment advisor headquartered in Atlanta, Georgia. The firm is primarily owned by Kip Caffey and Invergarry Holdings LP. Resurgent offers a variety of advisory services, such as financial planning, investment management, analysis, evaluation and monitoring to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. | Finance |
