Partner and Co-Founder @ (December 2014 - Present)
Co-Founder and Advisory Partner @ (December 2019 - Present)
Partner @ (December 2008 - Present)
Member @ (May 2008 - Present)
Stephen Griner Education
University of Georgia
Bachelor of Business Administration (Finance)
1997-2001
Stephen Griner Skills
Asset Allocation
Asset Management
Business Strategy
Business Transitions
Chartered Financial Analyst
Equities
Exit Planning
Exit Strategies
Finance
Financial Advisory
Financial Analysis
Financial Planning
Financial Services
Investment Advisory
Investment Management
Investments
Leadership
Management
Mergers & Acquisitions
Mutual Funds
Portfolio Management
Private Equity
Qualified Retirement Plans
Retirement
Retirement Planning
Strategic Leadership
Strategic Planning
Strategy
Succession Planning
Transition Management
Wealth Management
Stephen Griner Summary
Stephen Griner, based in Atlanta, GA, US, is currently a Chief Executive Officer ➤ Exit Planning ▪ Wealth Management ▪ Business Transitions at Persium Group. Stephen Griner brings experience from previous roles at Palmares Capital Partners, Ascent Advisory Partners, NAVIX Consultants and Vistage Worldwide. Stephen Griner holds a 1997 - 2001 Bachelor of Business Administration in Finance @ University of Georgia. With a robust skill set that includes Asset Allocation, Asset Management, Business Strategy, Business Transitions, Chartered Financial Analyst and more. Stephen Griner has 5 emails and 1 mobile phone numbers on RocketReach.
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