Thomas Casolaro
Financial Services Executive | Chairman & CEO at NFSG & Newbridge | Driving Growth with a Client-First Focus
- Role
- Chairman & CEO at Newbridge Securities Corporation
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
Experience
Chairman & CEO
Newbridge Securities Corporation
Jan 2010 — Present · Boca Raton, FL, US
Creating, managing, and preserving wealth.From investing for growth or income, to managing accounts for individual objectives, to preserving and passing wealth to desired beneficiaries, Newbridge Securities Corporation and Newbridge Financial Services Group, Inc. provides a vast array of investment products, services, and solutions that can help you pursue your unique financial objectives.In addition, access to a comprehensive array of investment services, an Independent Representative of Newbridge has the freedom of choice to tailor solutions for each client. Whether using a full-service brokerage account or a state-of-the-art asset management account, clients can enjoy comprehensive investment products, financial services, and planning strategies.This includes diverse products and services designed for a variety of purposes: from traditional investments, to risk management strategies designed to help safeguard income and assets, to alternative investments for those looking to diversify a portfolio strategy.With such a broad availability of investment options, Newbridge Securities representatives are able to deliver customized portfolio solutions to suit specific financial goals during various life stages.When your goals meet our capabilities, we work towards potentially maximizing value and delivering results by tapping into unique and innovative solutionsInvestment BankingNewbridge Securities Corporation’s team of senior professionals has gained broad experience and extensive expertise at some of Wall Street’s leading investment banking firms. We work closely with every corporate client to understand its business plan, how it will be executed, the breadth and depth of the management team and that its capital needs are realistic and sufficient. Concurrently, we interview our investor clients to seek the right funding partners. The result is a transaction properly positioned and structured to meet the needs of both the company and the investors.
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