Cy Cattan - Presidio Wealth Partners
As co-founder of Presidio Wealth Partners, Cy primarily serves high net worth families, executives, retirees, and business owners to help them reach their goals for retirement, investment, business succession and estate planning.
$1.7 billion team exits Avidian to form new RIA affiliated with ...
Jun 9, 2023 · Bishop, who is managing director and partner at the new firm, along with Cy Cattan, described the separation as a “front door” deal, meaning it was conducted with the cooperation and support of...
Team | Presidio Wealth Partners
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Hightower Partners With Team of Wealth Management …
Jun 12, 2023 · Founding partners Cy Cattan, Scott Bishop, Robert Harris and Sarahbeth Pipkin lead a strong group focused on providing services including multi-generational financial planning, business...
Hightower Partners With Team of Wealth Management …
Jun 12, 2023 · Founding partners Cy Cattan, Scott Bishop, Robert Harris and Sarahbeth Pipkin lead a strong group focused on providing […] Hightower has partnered with and made a strategic investment in Presidio Wealth Partners, a Houston-based wealth management firm.
Financial Advisors in Houston | Presidio Wealth Partners
Looking for family office services, investment management & financial planning? Presidio Wealth Partners, based in Houston, Texas, can help. Get started today!
InvestmentNews - June 19, 2023
Jun 20, 2023 · Bishop, who is managing director and partner at the new firm, along with Cy Cattan, described the separation as a “front door” deal, meaning it was conducted with the cooperation and support of...
Cy Cattan Profile: Contact Information & Network - PitchBook
Mr. Cy Cattan is a Co-Founder and serves as Managing Director & Partner at Presidio Wealth Partners. He brings more than 15 years of experience in providing a comprehensive range of investment planning services to clients.
Cy Cattan, Scott Bishop, Robert Harris and Sarahbeth Pipkin lead a strong group focused on providing services including multi-generational nancial planning, business succession and exit planning and access to private deals and alternative investments for ultra- high-net-worth (UHNW) family and business owner clients.
Cy Cattan | Financial Advisor - Hightower Advisors, LLC | TX
Cy Cattan is a financial advisor based in Houston, Texas, working with Hightower Advisors, LLC. Cy has previously held positions at Streettalk Advisors, LLC Dba Sta Wealth Management and Hightower Advisors. Cy has passed the Series 66 regulatory exam and is registered to provide services in Texas.