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Resnick Investment Advisors

Resnick Investment Advisors
1990 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of Investment advisory services. The company manages assets for individuals and families, but they also manage assets for pension and profit sharing plans, trusts, estates, non-profit organizations and businesses. It advises clients on the financial implications of complex issues such as inheritance, divorce, retirement, education funding plans and career transitions.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Brokerage
Parent Company
GYL Financial Synergies
Primary Office
  • 20 Ketchum Street
  • Westport, CT 06880
  • United States

+1 (203) 000-0000

Resnick Investment Advisors Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Resnick Investment Advisors Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Resnick Investment Advisors Executive Team (6)

Name Title Board
Seat
Contact
Info
Jay Caraviello Partner & Chief Executive Officer
Eric Moeller Chief Operating Officer & Compliance Officer
Joseph McBride Financial Advisor, Partner & Managing Director
Martin Resnick Founder, Partner & Managing Director
John Fitzgerald Partner & Managing Director

1 Former Executive

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