Griffin Dalrymple
Financial Strategist for Entrepreneurs / Multi-Generational Families
- Role
- Chief of Strategy Principal at Opinicus
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Griffin Dalrymple
Integrated vertical of finance, tax & consulting for Entreps + HNW.Opinicus is a boutique investment management firm and goal-driven, client success advocate founded by entrepreneurs for affluent professionals & entrepreneurs. We are a team of knowledgeable financial planners and investment managers who understand what makes a business tick. We understand the challenges that accompany wealth attained through a successful business operation: the investment decisions, time constraints, bottlenecks, family communication, legal hurdles, tax ramifications and countless other financial matters.Our mission is to uncover the potential and help facilitate the long-term financial success of our clients through tactical investment management, education, articulate communication and a high value, goal-oriented financial planning service model.The firm was founded because WE BELIEVE busy entrepreneurs, professionals and affluent families manage their finances at a 75% efficiency level. It’s our job to get “all hands on deck” and take the management of their assets to the next level.See what else WE BELIEVE at services offered through Opinicus Capital, a registered investment advisor. Third party posts found on this profile do not reflect the views of Opinicus and have not been reviewed as to accuracy or completeness.
Experience
Chief of Strategy Principal
Nov 2006 — Present · Tampa/St. Petersburg, FL, US
Education
University of Florida
Minor, Entrepreneurship/Entrepreneurial Studies
2002 — 2006
University of Florida - Warrington College of Business
Bachelor of Science in Business Administration, Major in Finance
2002 — 2006
University of South Florida
Accounting
2006 — 2006
Skills
- Certified Financial Planner
- Valuation
- Cpa
- Portfolio Management
- Investment Management
- Financial Advisory
- Securities
- Equity Research
- Finance
- Management
- Entrepreneurship
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