Willie Griffin

FOUNDER & HEAD BROKER

Education:

• University of Oxford, B.S. in Business Administration

• Imperial College London , Phd. in Financial Management

About Willie:

Willie Griffin is the founder and a member of the leadership team of The Griffin Assets & Wealth Management LLC®.

Willie founded the firm in 2012, which as head broker has generated record banking revenues. Willie has advised on hundreds of successful M&A, strategic advisory and capital markets projects for public, private and private equity clients.

Prior to founding The griffin assets, Baker was a director and CFO at Koch Industries and led corporate finance and corporate development for Koch’s energy businesses. Subsequently, he was a director at Goldman Sachs, consulting to financial and investment companies in the USA.

Willie is a member of the advisory board of the Posse Foundation, Houston chapter. He holds a chemistry degree from Colorado College and earned a Master of Business Administration degree from the University of Texas at Austin.

Experience:

• Worked as a Financial Analyst at HSBC for 4 years

• Held a position as a Risk Manager at Standard Chartered Bank for 2 years

JIM ADRIEN

ASSOCIATE

Education: Boston College, B.S. in Finance and Philosophy

Experience: Private Capital Investors at NYL Investors, LLC

Organizations I support:
• Dana Farber Cancer Institute
• TB12 Foundation

MATTHEW DONALD

ASSOCIATE

Education: Northeastern University, B.S. in Finance and Accounting

Experience: Wells Fargo Capital Finance

Organizations I support:
• Roads to Success
• Greater Boston Food Bank

JULIA MONAHANCLONE

HEAD OF FINANCE

Education: B.S. in Accounting at Boston College M.S. in Accounting at University of Massachusetts, Amherst

Experience:
• Caturano & Company
• McGladrey & Pullen, LLP

Organizations I support:
• Special Olympics of Masschusetts
• Jimmy Fund – Pan Mass Challenge

KENNEDY SMITH

MANAGING DIRECTOR

Education: Harvard University, B.A. in Government F.W. Olin School of Business at Babson College, M.B.A. in Corporate Finance

Experience:
• BDC Capital
• JMH Capital
• Breakaway Ventures

Organizations I support:
• Massachusetts Soldiers Legacy Fund
• Crimson City Hockey Clinic

CHERRY CARNER

SENIOR MANAGING DIRECTOR

Education: University of Massachusetts at Amherst, BBA; F.W. Olin School of Business at Babson College, MBA

Experience:
• GE Capital, Franchise Finance
• CapitalSource Finance, LLC
• Fleet Retail Finance

Organizations I support:
• More Than Words
• Boston Impact Initiative
• Combined Jewish Philanthropy
• Pan Mass Challenge

CHRIS ARNOLD

UNDERWRITING & PORTFOLIO MANAGEMENT

Education: Northeastern University

Experience:
• CIT Group
• Capital Source Finance LLC
• Dimeling Schreiber & Park
• GE Capital

Organizations I support:
• Rodman Ride for Kids
• American Cancer Society
• Jimmy Fund

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