Napoleon, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$20,732,342,244
ClientsTotal clients
53,863
AdvisorsAdvisors at this office
3
Of 540 advisors across 185 offices
Location
Napoleon OH
Advisors at this office
3
Advisors at this office
Ryan M
Series 66
Napoleon, OH
&PARTNERS
Ryan Mc Cracken is a financial advisor with \u0026Partners, holding a Series 66 credential and bringing one year of industry experience. His previous roles include positions at One Resource Group and Lee Kinstle Sale & Service. He serves as a board member for the Van Wert YMCA, where he contributes to the organization’s youth programs and financial oversight. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing fundamental, technical, and quantitative analysis in its portfolio management approach.
Gabriel P
Series 63, Series 65
Napoleon, OH
&PARTNERS
Gabriel Pollock is a financial advisor with &Partners, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His prior work includes 13 years at Edward Jones and roles at Fsc and OSAIC. Outside of his advisory role, he serves on the parish council board at St. Augustine Catholic Church, is a board member of the Napoleon City Preservation Committee, and acts as treasurer for the Liberty Center Education Foundation. &Partners serves a broad mix of individual and institutional clients, providing investment advisory, brokerage, financial planning, retirement plan consulting, and investment banking services. The firm offers discretionary and non-discretionary portfolio management using a combination of proprietary and third-party strategies across fundamental, technical, and quantitative analysis.
Gavin C
Series 66
Napoleon, OH
&PARTNERS
Gavin Cross is a financial advisor at &PARTNERS with one year of industry experience. He holds a Series 66 designation and previously worked at National Door & Trim and CaroTrans. &PARTNERS serves a diverse range of individual and institutional clients, offering investment advisory and brokerage services along with financial planning, ERISA consulting, retirement plan management, and investment banking. The firm employs a variety of investment strategies using the Envestnet platform and blends proprietary and third-party manager solutions.
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