Resnick Investment Advisors Overview

  • Founded
  • 1990
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 2

Resnick Investment Advisors General Information

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.

Contact Information

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
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Resnick Investment Advisors Valuation & Funding

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

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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
You’re viewing 5 of 6 executive team members. Get the full list »

Resnick Investment Advisors Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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