New Albany, OH New Albany Office

Team
Updated today

Client AUM

$7,782,587,086

Clients

42,153

Advisors

2

Of 429 advisors across 312 offices

Location

New Albany, 220 F Market St

New Albany OH 43054

Advisors at this office

2

Advisors at this office

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Christopher C

CFP®, Series 63, Series 65

New Albany, OH

The huntington Investment company

Christopher Casto is a CFP® with 11 years of industry experience. He currently works at The Huntington Investment Company and has held previous roles at Ameriprise, Cetera, and Regions Bank. His work is based in New Albany, Ohio. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party managers with proprietary Private Bank strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Joseph M

Series 63, Series 65

New Albany, OH

The huntington Investment company

Joseph Marshall is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Ameriprise and Fifth Third Securities. Outside of his advisory role, he co-owns Better Days Vacations LLC, a retail business focused on discounted travel arrangements. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that includes proprietary models and third-party strategies, with services delivered through various wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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