Griffin Palfrey

Mathematics-Statistics and Baseball at Columbia University

Role: Advisor Success Associate at Pontera
Location: New York, NY, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Griffin Palfrey

Mathematics–Statistics graduate from Columbia University and CFA Level I candidate with a…

Experience

Advisor Success Associate
Pontera
Sep 2025 — Present · NY, US

Education

Columbia University
Bachelor of Arts, MATHEMATICS AND STATISTICS

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@pontera.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Pontera

Software Development · 267 employees · Founded 2012 · New York, New York, United States

Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage their clients' 401(k)s, 403(b)s, and other workplace-sponsored retirement plan accounts. The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City. Learn more at pontera.com.

pontera.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Griffin Palfrey

Experience

Advisor Success Associate

Education

Columbia University

Find verified contacts for anyone on LinkedIn