Willie Griffin
Founder & Head BrokerEducation:
- University of Oxford, B.S. in Business Administration
- Imperial College London , Phd. in Financial Management
About Willie:
Willie Griffin is the founder and a member of the leadership team of The Griffin Assets & Wealth Management LLC®.
Willie founded the firm in 2012, which as head broker has generated record banking revenues. Willie has advised on hundreds of successful M&A, strategic advisory and capital markets projects for public, private and private equity clients.
Prior to founding The griffin assets, Baker was a director and CFO at Koch Industries and led corporate finance and corporate development for Koch’s energy businesses. Subsequently, he was a director at Goldman Sachs, consulting to financial and investment companies in the USA.
Willie is a member of the advisory board of the Posse Foundation, Houston chapter. He holds a chemistry degree from Colorado College and earned a Master of Business Administration degree from the University of Texas at Austin.
Experience:
- Worked as a Financial Analyst at HSBC for 4 years
- Held a position as a Risk Manager at Standard Chartered Bank for 2 years
Jim Adrien
Associate
Education: Boston College, B.S. in Finance and Philosophy
Experience:
Private Capital Investors at NYL Investors, LLC
Organizations I support:
• Dana Farber Cancer Institute
• TB12 Foundation
Matthew Donald
Associate
Education: Northeastern University, B.S. in Finance and Accounting
Experience: Wells Fargo Capital Finance
Organizations I support:
• Roads to Success
• Greater Boston Food Bank
Julia MonahanClone
Head of Finance
Education: B.S. in Accounting at Boston College
M.S. in Accounting at University of Massachusetts, Amherst
Experience:
• Caturano & Company
• McGladrey & Pullen, LLP
Organizations I support:
• Special Olympics of Masschusetts
• Jimmy Fund – Pan Mass Challenge
Kennedy Smith
Managing Director
Education: Harvard University, B.A. in Government F.W. Olin School of Business at Babson College, M.B.A. in Corporate Finance
Experience:
• BDC Capital
• JMH Capital
• Breakaway Ventures
Organizations I support:
• Massachusetts Soldiers Legacy Fund
• Crimson City Hockey Clinic
Cherry Carner
Senior Managing Director
Education: University of Massachusetts at Amherst, BBA; F.W. Olin School of Business at Babson College, MBA
Experience:
• GE Capital, Franchise Finance
• CapitalSource Finance, LLC
• Fleet Retail Finance
Organizations I support:
• More Than Words
• Boston Impact Initiative
• Combined Jewish Philanthropy
• Pan Mass Challenge
Chris Arnold
Underwriting & Portfolio Management
Education: Northeastern University
Experience:
• CIT Group
• Capital Source Finance LLC
• Dimeling Schreiber & Park
• GE Capital
Organizations I support:
• Rodman Ride for Kids
• American Cancer Society
• Jimmy Fund