About Cayside Partners
Why Cayside?
A “Cay” is an exposed sand and rock formation that can provide habitat and shelter from the perils arising from a storm. We named the firm after our shared pursuits on the ocean which have provided our greatest memories and lessons. The ocean has taught us the importance of preparation, alignment, diligence and loyalty – values that we stand by both personally and professionally.
At Cayside Partners, we’ve built an investment advisory firm that is fully aligned as a partner with you and your family, focused on protecting and compounding your wealth, and dedicated to understanding and helping you with a highly disciplined approach. We strive to offer a client experience far superior to any of our competitors.
The firm’s principals are former equity partners, portfolio managers, and advisors to notable families and financial institutions including J.P. Morgan, UBS, Bank of America / Merrill Lynch, Cowen, Forbes Family Trust, GenSpring Family Offices, among others.
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