Griffin Leahy
Can handle all of your financial needs from banking, investments, mortgages, to estate planning.
Griffin Leahy · Evanston, Illinois
Is this you, Griffin?
This record is what ChatGPT, Claude, and Perplexity read when a prospect asks for a fee-only advisor like you. Claim it to edit anything on this page, add narrative fields, and lock in your canonical presence so you show up where the right clients are actually searching.
About
One-on-one relationship with an unbiased banker who can help you organize, manage and enhance your financial affairs, and provides you special access to all the classic services offered by premiere banks.
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Ultra high net worth
- Founders
- Early-career professionals
Services
- Alternative Investments
- Asset Allocation
- Charitable Giving
- Wealth Management
- Liquidity & Exit Planning
- Family Office Services
Structured record
| Name | Griffin Leahy |
|---|---|
| Firm | Griffin Leahy |
| Location | Evanston, Illinois |
| Fee model | Other (please specify) · Percentage of Assets (AUM) |
| AUM | $500M - $1B |
| Founded | 2017 |
| Firm size | 6 - 20 employees |
| Affiliation | Broker-Dealer Only |
| Designations | Series 7 · Series 66 |
| Investment approach | Passive management · Blend of both |
| Website | Privatebank.jpmorgan.con |
| /griffinleahy |
Something missing or incorrect? Claim this profile to edit it directly, or request a correction.
Specialties
- Small business owners
- Equity compensation