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Catherine Zweig Cory

Investment adviser representative at Gryphon Financial Partners
12 yearsExperience
2 statesRegistered in
$2.4BFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Grandview Partners Management, LLCOct 2022 to now
  2. Grandview Partners Gp I, LLCSep 2022 to now
  3. Gryphon Normandy Manager, LLCJun 2019 to now
  4. Gryphon Normandy Partners, LLCJun 2019 to now
  5. Gryphon Capital Partners, LLCJun 2018 to now
  6. Gryphon Financial Partners, LLCMay 2017 to now
  7. Purshe Kaplan Sterling InvestmentsJun 2017 to Feb 2019
  8. Hightower AdvisorsMay 2014 to Jun 2017
  9. Hightower Securities, LLCMay 2014 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1997

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

Gryphon Financial Partners

Legal name: Gryphon Financial Partners, LLC

$2.4BAssets managed
661Clients
16Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2611081
Firm CRD
288210
Advisor's SEC record (opens in a new tab)
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