Founding Team

About

The team at CSuite Financial Partners has a long history of experience in the financial industry, with a focus on business. The team's Co-Founder and National Managing Partner, as well as the Managing Partner for Southern California, both come from Hardesty, LLC. The Group Controller comes from ATC Distribution Group, and the team's Senior comes from Touche Ross. All four members of the team have a business focus in their educational background, with three of them holding degrees in business from either Washington University in St. Louis - Olin Business School or the University of Oklahoma.