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Region: CA
City: Brea
Postal Code: 92821
Latitude: 33.926898956299
Longitude: -117.86119842529
Area Code: 714
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Found 48 Websites with content related to this domain, It is result after search with search engine

CFIG Wealth Management, LLC Our Objective Is To …   DA: 19 PA: 19 MOZ Rank: 38

CFIG Wealth Management, LLC, based in Fairfield County, Connecticut, provides comprehensive wealth management services to individuals, families, trusts & estates, corporations (mid-size corporations and small business owners), profit sharing plans, foundations, endowments, …

Community First Investment Group A Multifamily   DA: 14 PA: 14 MOZ Rank: 29

  • Investing in Multifamily Apartments
  • Community First Investment Group is an asset management firm specializing in commercial multifamily apartments
  • Our story begins with a desire to achieve financial freedom
  • We look to align values and goals before any partnership is formed
  • Being able to achieve financial freedom while impacting a community

CFIG Wealth Management, LLC   DA: 16 PA: 12 MOZ Rank: 30

  • CFIG Wealth Management, LLC, Westport, Connecticut
  • We are an independent firm with no ties to any one investment, financial or insurance company with a mission to guide our clients with a


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CFG Wealth Management   DA: 17 PA: 17 MOZ Rank: 38

  • Coronavirus Update from Commonwealth CIO Brad McMillan, June 11, 2021 from Commonwealth Financial Network on Vimeo
  • Coronavirus Update from Commonwealth CIO Brad McMillan, June 11, 2021

Comprehensive Wealth Management Redefined   DA: 24 PA: 24 MOZ Rank: 53

  • It is commonly referred to as The Fed but its official name is The Board of Governors of the Federal Reserve System
  • Most people think that interest rates will rise as a result of the Fed’s meetings sometime early in 2014
  • We've seen some rates shoot up 1% very quickly since the chatter escalated last May but subsequently things settled down

CFGWealth Wealth Management Committed To You   DA: 19 PA: 19 MOZ Rank: 44

  • CFG Wealth is an independent financial services firm that combines the accessibility and personalized service of a boutique firm with the industry reach, expertise, and experience of a Wall Street institution
  • Our operating philosophy is intrinsically linked to our investment process, which begins with our Wealth Simulation Model.

Pasquale Sacchetta   DA: 16 PA: 15 MOZ Rank: 38

  • CFIG Wealth Management, LLC Aug 2006 - Present 15 years 1 month
  • Westport, Connecticut President Continental Five Investment Group, LLC Aug 2008 - Present 13 years 1 month

GCM Grosvenor   DA: 20 PA: 20 MOZ Rank: 48

  • GCM Grosvenor (NASDAQ: GCMG) is a global investment and advisory firm headquartered in Chicago that specializes in hedge funds, private equity, real estate and infrastructure investments
  • It is one of the world’s largest independent alternative asset management firms.

Home Community First Investment Group   DA: 20 PA: 20 MOZ Rank: 49

  • Community First Investment Group located at Community First Bank of Indiana, has provided wealth management services to individuals, professionals and small businesses since 2007
  • We transitioned to LPL Financial LLC, the nation’s largest independent broker-dealer, and Bankers’ Bank Financial Services Network, in January of 2019.

About Community First Investment Group   DA: 14 PA: 7 MOZ Rank: 31

  • Mitch Comeau, Founding Partner at Community First Investment Group, began his own business as a Tax Specialist when he started CF Tax and Accounting, LLC
  • His focus is helping individuals and small business clients navigate the complexities of the tax code
  • Mitch has a decade of experience in mutual fund accounting and administration.


  • Specialties: Wealth management services including investment advisory services*, financial planning, estate planning, retirement planning and insurance services
  • *Offered thru Continental Five Investment Group LLC Established in 1991
  • Our company started with our insurance agency in 1991
  • We subsequently added financial services, financial planning, estate planning and investment advisory

CFIG Wealth Management, LLC   DA: 14 PA: 50 MOZ Rank: 76

3 visitors have checked in at CFIG Wealth Management, LLC.

CFIG Wealth Management, LLC   DA: 14 PA: 50 MOZ Rank: 77

2 visitors have checked in at CFIG Wealth Management, LLC.

Grosvenor Capital Management To Acquire CFIG From …   DA: 18 PA: 50 MOZ Rank: 82

  • Grosvenor Capital Management to Acquire CFIG from Credit Suisse Group AG Head of Private Banking & Wealth Management at Credit Suisse
  • "It was a priority for Credit Suisse that CFIG find a

Subprime Exposure Worries Some Advisers   DA: 22 PA: 46 MOZ Rank: 83

  • I do not believe that we know exactly what the exposure is at different layers of investment,” said Pasquale J
  • Sacchetta, president of CFIG Wealth Management of Westport, Conn., a consultant to

Sacchetta Has Been Admitted To The Paladin Registry   DA: 13 PA: 34 MOZ Rank: 63

  • Sacchetta has worked in the financial services and insurance industry since 1984
  • He has been president of Westport based CFIG since 1991 and oversees the Wealth Management Division
  • He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Life Underwriter and an Accredited Estate Planner professional.

Wealth Financial Services Better Business Bureau® …   DA: 11 PA: 50 MOZ Rank: 78

  • Wealth Financial Services is a licensed Surplus Insurance Broker servicing clients Since February 23, 2012

Chris Freeze   DA: 19 PA: 26 MOZ Rank: 63

  • Prior to joining Carlyle, Chris was the Chief Operating Officer of Credit Suisse’s Customized Fund Investment Group (CFIG)
  • Prior to joining CFIG, he was the Chief Compliance Officer of Credit Suisse Private Advisors, a FINRA licensed broker\dealer and investment adviser domiciled in Zurich.

Continental-five-investment-group-llc-westport-   DA: 15 PA: 50 MOZ Rank: 84

  • Sacchetta Pasquale - Continental Five Insurance Group Inc
  • Life Insurance, Health Insurance

Capital Link Funds   DA: 18 PA: 50 MOZ Rank: 88

  • The Capital Link Funds are managed by Grosvenor Capital Management (CFIG) and focused on domestic emerging managers
  • GCM Grosvenor Private Markets Derek Jones 10250 Constellation Blvd Suite 1650, 16th Floor Los Angeles, CA 90067 (310) 651-8270
  • The table shows fund performance information for Capital Link Funds as of December 31, 2020.

Jim Bagley Facebook   DA: 16 PA: 13 MOZ Rank: 50

  • Join Facebook to connect with Jim Bagley and others you may know
  • Facebook gives people the power to share and makes the world more open and connected.

Grosvenor Capital Management Completes Acquisition …   DA: 18 PA: 50 MOZ Rank: 90

  • GCM CFIG will be a subsidiary of Grosvenor and will operate as Grosvenor's private markets business alongside Grosvenor's existing public markets hedge fund business

Duplicate Listing That Is NOT A Duplicate Listing   DA: 18 PA: 50 MOZ Rank: 91

  • Recommended based on info available
  • Our automated system analyzes replies to choose the one that's most likely to answer the question
  • If it seems to be helpful, we may eventually mark it as a Recommended Answer

Suitability Czar Plan Raises Questions   DA: 22 PA: 45 MOZ Rank: 91

That is a question many industry observers are asking after Gary Bhojwani, chief executive of the Golden Valley, Minn.-based insurer, said in a statement that it “expects to name its chief

Does Socially Responsible Investing Still Matter   DA: 18 PA: 50 MOZ Rank: 93

“I’ve never had anyone bring it up,” said Pasquale “P.J.” Sacchetta, president of CFIG Wealth Management LLC in Stamford and the Fairfield-Westchester chapter of the Society of Financial

Grosvenor Capital Management To Acquire CFIG From …   DA: 17 PA: 50 MOZ Rank: 93

  • Grosvenor Capital Management, one of the world's largest discretionary allocators to hedge funds, is to acquire the Customized Fund Investment Group (CFIG), a private equity, infrastructure and real estate investment management company, from Credit Suisse Group
  • CFIG is one of the largest providers of customised

Continental Five Insurance Group Inc 30 Old Kings Hwy …   DA: 19 PA: 50 MOZ Rank: 96

  • Get reviews, hours, directions, coupons and more for Continental Five Insurance Group Inc
  • Search for other Life Insurance on The Real Yellow Pages®.

Continental Five-Sacchetta   DA: 13 PA: 50 MOZ Rank: 91

  • WHEREAS, Continental Five Investment Group, LLC and Pasquale Sacchetta, in an effort to resolve this matter, have also furnished the Division with a December 8, 2008 Affidavit representing, in part, that Continental Five Investment Group, LLC and its affiliates CFIG Wealth Management, LLC, Continental Five Insurance Group, Inc

Cfig Llc :: Virginia (US) :: OpenCorporates   DA: 18 PA: 25 MOZ Rank: 72

CFIG WEALTH MANAGEMENT, LLC (Connecticut (US), 12 Aug 2008 - ) CFIG PEP I, LLC (Delaware (US), 20 Sep 1999 - ) * While we strive to keep this information correct and up-to-date, it is not the primary source, and the company registry ( see source , above) should always be …

200+ "Sacchetta" Profiles LinkedIn   DA: 16 PA: 21 MOZ Rank: 67

CFIG Wealth Management, LLC, +3 more Fordham University, +2 more Teresa Sacchetta Healthcare executive, entrepreneur, board member, advisor and mentor to startups in AI and digital business models

Mc Asset Management Holdings 6 6th St, Stamford, CT …   DA: 19 PA: 50 MOZ Rank: 100

  • 1700 Bedford St Ste 203-4, Stamford, CT
  • Places Near Stamford with Financial Planning Consultants
  • Riverside (5 miles) Old Greenwich (5 miles) Cos Cob (6 miles) Darien (6 miles) Greenwich (8 miles) New Canaan (10 miles) Port Chester (12 miles) Norwalk (13 miles) Rye (14 miles)

Financial Advisory Services Connecticut   DA: 13 PA: 48 MOZ Rank: 93

  • 30 Old Kings Highway South, Suite 115

Acquisitions & Divestitures – Credit Suisse   DA: 21 PA: 50 MOZ Rank: 17

Credit Suisse completes sale of Customized Fund Investment Group ("CFIG") Credit Suisse completed the sale of CFIG, its private equity fund of funds and co-investment business, to Grosvenor Capital Management and recognized a pre-tax gain on disposal of CHF 91 million in 1Q14 net of allocated goodwill of CHF 23 million.

Credit Suisse Inks Sale Of CFIG To Grosvenor Capital …   DA: 13 PA: 48 MOZ Rank: 95

  • Grosvenor Capital Management has agreed to buy Credit Suisse Group's customized fund investment group
  • Financial terms were not announced
  • CFIG provides customized private equity solutions

CFIGX: Columbia Flexible Capital Income Fund   DA: 19 PA: 48 MOZ Rank: 15

  • The fund invests broadly in debt, equity and/or "hybrid" (convertible) securities
  • Its investments in debt securities may include investment grade and non-investment grade bonds, bank loans and U.S
  • The fund may invest up to 100% of its assets in debt instruments that, at the time of purchase, are rated below investment

Khim Tan Joins Credit Suisse’s Customized Fund …   DA: 21 PA: 50 MOZ Rank: 14

  • Kelly Williams, Head of CFIG and based in New York, said, “I am delighted to welcome Khim to the team
  • I am confident that his wealth of experience working in the private equity fund of funds space in Asia will contribute to the ongoing success of our growing CFIG business.”

Russia Creates A $32 Billion Sovereign Wealth Fund   DA: 15 PA: 46 MOZ Rank: 98

Over four years of rising crude oil prices, Russia accumulated $157 billion in its oil proceeds fund, one of 40 or so sovereign wealth funds worldwide with a total of $2.5 trillion under management.

Financial Planning   DA: 16 PA: 8 MOZ Rank: 62

  • Financial Consulting, Financial Planning · Closed
  • 1555 Post Rd E, Westport, CT · (203) 221-0200
  • Financial Consulting, Financial Service
  • 10 Bay St, Westport, CT · (203) 293-4194

Financial Darien, CT   DA: 13 PA: 33 MOZ Rank: 85

  • 30 Old Kings Highway South, Suite 115

GCM Grosvenor   DA: 16 PA: 19 MOZ Rank: 75

  • GCM Grosvenor is an alternative asset management firm, with over $59 billion in assets under management and approximately 500 professionals.
  • GCM Grosvenor manages assets on behalf of a global client base across hedge fund strategies, private equity, real estate, infrastructure, and multi-asset class investments.

Management Services – WESTPORT, Connecticut …   DA: 13 PA: 50 MOZ Rank: 9


The Market Is Still Trying To Find Its Way   DA: 17 PA: 17 MOZ Rank: 76

  • The emotional and irrational fears of a worldwide meltdown dragged the market down to ridiculous levels last March
  • The bounce back from these super-lows has been improperly characterized as a market rally.

Castleforge Appoints Iris Zhao-Fiorello As Head Of …   DA: 15 PA: 50 MOZ Rank: 7

  • Zhao-Fiorello brings more than 15 years of global experience advising and investing on behalf of sovereign wealth funds, pensions, insurance companies, foundations, and family offices
  • served as a founding member of CFIG’s London office, and led multiple investment verticals during her tenure at Credit Suisse and GCM Grosvenor.

Andreas Ioannou   DA: 15 PA: 28 MOZ Rank: 87

  • View Andreas Ioannou’s profile on LinkedIn, the world’s largest professional community
  • Andreas has 2 jobs listed on their profile
  • See the complete profile on LinkedIn and discover Andreas’ connections and jobs at similar companies.

Gord MacMillan   DA: 15 PA: 28 MOZ Rank: 88

  • Apr 1989 - May 19989 years 2 months
  • Sales Rep of the Year 1990 and 1992
  • -Was in charge of a large geographical territory covering parts of Ottawa, Kingston, Belleville, Peterborough and surrounding areas
  • -Mentored new Hires and developed a Sales manual with Co Workers to help onboarding of new Hires.

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