Managing Director – Head of Wealth Management
825 Mormon Trek Boulevard
Iowa City, IA 52246
"Life is not a competition. Find the stuff that makes your soul sing and be your own uniquely beautiful self." - Fiona Childs
Christopher Cassidy is the Managing Director of the Wealth Management Group at GreenState Credit Union.
Prior to joining GreenState, Mr. Cassidy worked at Wells Fargo Private Bank in Arizona where he was the Regional Private Banking Manager. From 2013-2016 he worked with SunTrust Private Wealth Management in Washington D.C. where he was a Managing Director. Prior to joining SunTrust, Christopher served as private banking manager with Merrill Lynch in San Francisco from 2011-2013 and held a number of various roles with Wells Fargo in Orange County, CA from 2004-2011. He has been in the financial services industry for more than 12 years.
Mr. Cassidy earned a Bachelor of Arts in Economics from California State University, Fullerton.
He resides with his wife Simone and son Maxwell in Iowa City, Iowa.
Specialties: Leadership, Relationship Management, Banking, Customized Lending, Commercial Real Estate, Investment Management, Trust and Estate Planning, Insurance, and Risk Management
Series 7, 66, and 24 FINRA Licenses
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. GreenState Wealth Management and Cambridge are not affiliated.
Non-deposit investment products are not FDIC or NCUA insured, are not guaranteed by the bank/financial institution, are not obligations of the bank/financial institution, and are subject to risks, including possible loss of the principal investment.