John D. Caffrey
Founder at Castle Financial Advisors LLC
Profile
John D.
Caffrey was the founder of Castle Financial Advisors LLC (founded in 2001) where he holds the title of Partner & Owner, and Castle Asset Management LLC (Invt Mgmt NY) (founded in 2004) where he holds the title of Managing Director.
He is currently Vice Chairman at Empire National Bank since 2008 and a Member of the Financial Planning Association.
Mr. Caffrey's former positions include Vice Chairman at Empire Bancorp, Inc. (New York), Partner & Owner at Castle Asset Management LLC (New York) from 2004 to 2021, and Treasurer at SplashesOfHope from 2003 to 2006.
Mr. Caffrey received an undergraduate degree from State University of New York College at Oswego.
John D. Caffrey active positions
| Companies | Position | Start |
|---|---|---|
Castle Financial Advisors LLC
 Castle Financial Advisors LLC Investment ManagersFinance Castle Financial Advisors LLC provides financial planning and advisory services. It specilaizes in individual and families, business owners, corporate owned life insurance, investment advisory, and wealth management and protection. The company was founded by John D. Caffrey Jr. in 2001 and is headquartered in Hauppauge, NY. | Founder | 2001-07-31 |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - |
Empire National Bank
 Empire National Bank Major BanksFinance Part of Flushing Financial Corp., Empire National Bank is a nationally chartered commercial bank. The company is based in Islandia, NY. | Director/Board Member | 2008-02-24 |
Former positions of John D. Caffrey
| Companies | Position | End |
|---|---|---|
Castle Asset Management LLC (New York)
 Castle Asset Management LLC (New York) Investment ManagersFinance Castle Asset Management LLC provides investment advice. It is an independent registered investment advisory firm whose focus is to transform the way clients view asset management. The company is headquartered in New York, NY. | Corporate Officer/Principal | 2021-10-31 |
| Castle Asset Management LLC (Invt Mgmt NY) | Chief Executive Officer | 2021-10-31 |
SplashesOfHope
 SplashesOfHope Miscellaneous Commercial ServicesCommercial Services SplashesOfHope is a non-profit company based in Huntington, NY that has recently received the 2022 Suffolk County Cultural Omnibus Grant. The company extends their sincere thanks to Suffolk County Legislature Stephanie Bontempi for this grant. | Treasurer | 2005-12-31 |
| EMPIRE BANCORP, INC. | Director/Board Member | - |
Training of John D. Caffrey
| State University of New York College at Oswego | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
Empire Bancorp, Inc. (New York)
 Empire Bancorp, Inc. (New York) Major BanksFinance Empire Bancorp, Inc. (NY) is a bank holding company, which engaged in the provision of financial services through its subsidiary, Empire National Bank. It caters to privately-owned small and medium-sized businesses, professionals, nonprofit organizations, real estate investors, and consumers through a wide variety of tailored loan and deposit products and business banking services. The company was founded by Robert Basso, Daniel Bracciodieta, Douglas J. Chapey, John A. Danzi and Robert Davis, on March 22, 2013 and is headquartered in Islandia, NY. | Finance |
Castle Financial Advisors LLC
Castle Financial Advisors LLC Investment ManagersFinance Castle Financial Advisors LLC provides financial planning and advisory services. It specilaizes in individual and families, business owners, corporate owned life insurance, investment advisory, and wealth management and protection. The company was founded by John D. Caffrey Jr. in 2001 and is headquartered in Hauppauge, NY. | Finance |
Castle Asset Management LLC (New York)
Castle Asset Management LLC (New York) Investment ManagersFinance Castle Asset Management LLC provides investment advice. It is an independent registered investment advisory firm whose focus is to transform the way clients view asset management. The company is headquartered in New York, NY. | Finance |
SplashesOfHope
SplashesOfHope Miscellaneous Commercial ServicesCommercial Services SplashesOfHope is a non-profit company based in Huntington, NY that has recently received the 2022 Suffolk County Cultural Omnibus Grant. The company extends their sincere thanks to Suffolk County Legislature Stephanie Bontempi for this grant. | Commercial Services |
Empire National Bank
Empire National Bank Major BanksFinance Part of Flushing Financial Corp., Empire National Bank is a nationally chartered commercial bank. The company is based in Islandia, NY. | Finance |
| Castle Asset Management LLC (Invt Mgmt NY) | Finance |
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