Mr. Cassedy is a native of Tallahassee, Florida who received a B.A. at Vanderbilt University with a double major in Economics and Business. He worked for Oxford Industries in New York City for a few years where he did financial and...

Cameron joins CFG with almost a decade in the investment management industry. He brings experience and a deep knowledge base, as well as a fresh perspective to our already talented investment team. After working in the finance...

Eric Lam was born and raised in Ocean City, New Jersey. He then moved to Tampa, Florida where he received a B.A. in Finance at The University of Tampa. Eric worked as a Senior Lifeguard with the Sea Isle City Beach Patrol and a Dock...

Tori a dedicated, detail-oriented professional with a diverse background in financial services, luxury home management, event coordination, and education. She is a Client Associate at CFG who supports financial advisors with...