When it comes to your financial future, having a solid plan in place is crucial. That's where Cronin Financial Investments comes in. With years of experience and a team of dedicated professionals, we can help you navigate the complex world of investments and financial planning.
Cronin Financial Investments is a full-service investment firm that specializes in helping clients achieve their financial goals. Our team consists of experienced financial advisors, portfolio managers, and analysts who work together to create personalized investment strategies for each client.
We believe that every client is unique, which is why we take the time to get to know you and your financial situation before developing a plan. Our goal is to help you achieve long-term success by creating a diversified portfolio that aligns with your goals and risk tolerance.
At Cronin Financial Investments, we offer a wide range of services to meet the needs of our clients:
Choosing an investment firm is an important decision, and there are many factors to consider. Here are just a few reasons why Cronin Financial Investments stands out:
Our investment philosophy is based on diversification and long-term growth. We believe in creating portfolios that are tailored to each client's individual needs and risk tolerance, with a focus on minimizing risk while maximizing returns over time.
We use a rigorous research process to evaluate potential investments, looking at factors like historical performance, management team experience, industry trends, and more. We also consider each client's individual goals and risk tolerance when selecting investments for their portfolio.
We are committed to transparency when it comes to fees. Our fees vary depending on the services provided, but we will always be upfront about costs and work with clients to find a fee structure that works for them.
If you're looking for a partner in your financial journey, look no further than Cronin Financial Investments. With our expertise, personalized service, and commitment to transparency, we can help you achieve your financial goals and secure your future.
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand ... At Merrill, we help clients simplify the complex Vice President, Senior Financial Advisor 916.774.8036Connect with me on LinkedIn Learn more about an advisor's background on FINRA's BrokerCheck As deeply experienced and passionate advocates for financial wellness, our team shares your priorities and wants to help you create a benefits experience that can help participants prepare for retirement and feel more prepared for their financial futures. Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community. One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life. Officer, Wealth Management Client Associate Assistant Vice President, Wealth Management Associate The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
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... fund portfolio focused on the banking and financial services industry. Gerry performed extensive financial analysis on 75+ publicly-traded banks with market ... Gerry Cronin is a nationally-recognized Senior Research Analyst for Elizabeth Park Capital Management with 30+ years’ experience identifying financially sound investment opportunities. He is most notable for his tenacious rigor dedicated to researching publicly-traded banks with market caps up to $25B. His distinguished investment recommendations are the result of consummate institutional research experience that spans three decades navigating various economic environments and financial trends. His uncompromising commitment to steadfast best-practices and principled ethics has made him a pillar of performance excellence and trusted industry advisor. Prior to joining the EPCM team, Gerry was a Senior Partner at Maltese Capital Management, LLC. Here he dedicated himself to the investment management of a $1.5B hedge fund portfolio focused on the banking and financial services industry. Gerry performed extensive financial analysis on 75+ publicly-traded banks with market caps ranging from $1M to $25B. Prior to this, he was a Research Analyst for Sander O’Neil & Partners LP, where he actively followed 20 mid- and large-cap publicly traded banks in the Midwest and Southwest. Prior to that, he was a Senior V.P. of Equity Research at McDonald Investments. Gerry launched his career at the Federal Reserve Bank of Boston as a Bank Examiner. Gerry earned his MBA in Finance from Boston University, Graduate School of Management. He received his BA in Economics from Bowdoin College, where he was a NCAA scholar-athlete. He has earned the distinctive accolade of Commissioned Bank Examiner from the Washington Federal Reserve Board. He successfully earned his Series 7 and Series 63 licensure. He is an ardent supporter of the Detroit Achievement Academy in Detroit, MI and long-standing supporter of The Jimmy Fund for the Boston area. Gerry calls the Boston area home along with his extended family, where he dedicates himself to his many nieces and nephews.
Jan 12, 2024 ... I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment ... At Merrill, we help clients simplify the complex Senior Vice President, Senior Financial Advisor 925.988.2121Connect with me on LinkedIn Learn more about an advisor's background on FINRA's BrokerCheck Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals. Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community. Forbes "Best-in-State Wealth Management Teams", 2024 (Published on January 12, 2024. Rankings based on data as of March 31, 2023.) Click here to learn more about advisor recognitions My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Mr. Cronin is also Global Executive of Corporate and Investment Banking for the Americas and EMEA, and Co-International Executive of Capital Markets for ... Regional Executive and CEO for The Americas, MUFG and MUFG Bank, Ltd. President & CEO, MUFG Americas Holdings Corporation Kevin Cronin is CEO for the Americas and Regional Executive for MUFG and MUFG Bank, Ltd., with oversight of control functions in Latin America, Canada, and the United States. Mr. Cronin is also President and CEO of MUFG Americas Holdings Corporation (MUAH), a member of the Board of Directors of MUAH and the Executive Committee of the Americas. He is based in the company's New York headquarters. His appointments were effective March 31, 2021. Mr. Cronin is also Global Executive of Corporate and Investment Banking for the Americas and EMEA, and Co-International Executive of Capital Markets for Americas and EMEA, effective April 1, 2023. Mr. Cronin was previously the Head of MUFG's Global Corporate and Investment Bank in the Americas (GCIB). GCIB manages client relationships across all major industry verticals and delivers a full suite of corporate lending, structured lending, capital markets, and transaction banking capabilities to large and mid-corporate clients. Under Mr. Cronin's leadership, GCIB produced consistent growth, becoming an increasingly important earnings contributor to MUFG in the Americas and globally. Prior to joining MUFG in 2011, Mr. Cronin spent more than 20 years at Bank of America and its predecessor firms, where he held senior roles leading U.S. corporate banking, transaction banking, and loan syndications. He was also a member of the merger integration team following the acquisition of Merrill Lynch. Mr. Cronin began his career at Union Bank as a middle-market commercial loan officer.