Catherine Zweig Cory

Gryphon Financial Partners

30 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners

Gryphon Financial Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

941 clients

Average Client Portfolio

$2.2M average

Assets Under Management

$2.0B

Fee Structure

Location

325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

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.