John D. Caffrey, Jr.

Partner & Owner at Castle Asset Management LLC - New York

John D. Caffrey, Jr.

John D. Caffrey, Jr.

Partner & Owner at Castle Asset Management LLC - New York

Overview
Career Highlights

Castle Asset Management LLC - New York
Castle Financial Advisors LLC

RelSci Relationships

560

Number of Boards

2

Birthday

1961

Age

58

Relationships
RelSci Relationships are individuals John D. Caffrey, Jr. likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at Empire Bancorp, Inc. (New York)

Relationship likelihood: Strong

President, Chief Operating Officer & Director at Empire National Bank

Relationship likelihood: Strong

Founder at Empire Bancorp, Inc. (New York)

Relationship likelihood: Strong

Founder at Nassau Suffolk Electrical & Mechanical

Relationship likelihood: Strong

Managing Partner at Ciarelli & Dempsey

Relationship likelihood: Strong

President at West Hills Animal Hospital

Relationship likelihood: Strong

President at Shirley Motel

Relationship likelihood: Strong

President at Dekal Services, Inc.

Relationship likelihood: Strong

Chairman & Chief Executive Officer at Marcum LLP

Relationship likelihood: Strong

Founding Partner at Davis & Prager PC

Relationship likelihood: Strong

In The News
Newsday (New York)
March 14, 2019
5 years' probation in food aid scam
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John D. Caffrey, Jr.
Partner & Owner at Castle Asset Management LLC - New York
Education
Undergraduate Degree

A high quality, respected college on par with a private school (but at the cost of a public school) is what makes SUNY Oswego a great choice for residents of upstate New York and the Northeast in general. Situated alongside a lake in the rural town of Oswego, New York, SUNY Oswego’s environment offers natural beauty and, with its numerous buildings that stretch across hundreds of acres, a spacious campus. At the graduate and undergraduate levels, SUNY Oswego boasts top-notch faculty, a number of whom are Fulbright scholars, published writers and award-winning researchers. In addition to learning from such exceptional faculty, many students also engage in research, another academic advantage of a SUNY Oswego education. Degrees at SUNY Oswego are granted through distinctive schools including the College of Liberal Arts and Sciences, the School of Business, a School of Education and a school for Fine and Performing Arts. Student life is equally impressive, offering over 100 academic, cultural, religious, community service and media-related student organizations. For freshman applicants who have been out of high school for fewer than three years, SAT or ACT scores are required. Additional requirements for all students include a high school diploma or GED as well as transcripts. Tuition is lower for in-state residents and financial aid options are available.

Memberships
Member
Current

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Career History
Partner & Owner
2004 - Current

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.

Partner & Owner
2001 - Current

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.

Vice Chairman
Current

Empire Bancorp, Inc. (NY) is a bank holding company, which engages 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, Robert Davis, Michael Kistler, Andrew Knee, William Millard, Garrett Morgan, Ira Prager, Dean Raio, Vitro Rizzi, James M. Sheehy, John J. Sheerin, Joseph Taormina, John Watral, Thomas Wieder, and Marie Zere on March 22, 2013 and is headquartered in Islandia, NY.

Boards & Committees
Vice Chairman
2008 - Current

Empire National Bank, part of Flushing Financial Corp., is an American company located in Islandia, NY, that operates as a nationally chartered commercial bank. Douglas C. Manditch has been the CEO since 2008.

Vice Chairman
Current

Empire Bancorp, Inc. (NY) is a bank holding company, which engages 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.

Investments
Details Hidden

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.

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