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Cassaday & Co.

Aug 30, 2023

Finance | Insurance 2023: STEPHAN Q. CASSADAY

Cassaday, who has been advising investors for nearly 50 years, founded his eponymous independent advisory firm in 1993. Since then, his firm has grown from $40 million in assets under management to $4.7 billion, with 84 employees and 2,800 clients nationally. Cassaday & Co. has appeared on several “best places to work” lists, and Barron’s […]

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