Catherine Cory is a registered investment advisor at Gryphon Financial Partners, based in Columbus, OH, with 30 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 941 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gryphon Financial Partners charges a percentage of your portfolio each year. The exact fee is negotiable and depends on the size of your account, the types of investments used, and the investment strategy. Clients invested in the Gryphon Global Equity strategy will be subject to an additional annual advisory fee up to 0.125%, but the annual advisory fees charged by Gryphon will not exceed 1.5%.
Location
325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Catherine is a member of Gryphon Capital Partners, LLC since 2018, Gryphon Normandy Partners, LLC and Gryphon Normandy Manager, LLC since 2019, and manager of Grandview Partners GP I, LLC since September 2022 and Grandview Partners Management, LLC since October 2022. She spends minimal time on each of these investment-related activities.
Employment History
Current Registrations
Gryphon Financial Partners
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.