Granite Group Advisors -

ABOUT US

Ethics, Integrity and the Bottom Line.

Granite Group Advisors was founded on two simple principles: ethics and integrity.

Too many financial advisory firms are dominated by conflicts of interest and hidden fee structures that compromise their effectiveness and don’t put clients first. While our partners have 25 years of experience in the "Wall Street world," they decided to found Granite Group with different ideals: truly understanding our clients’ needs and earning and maintaining their trust.

Our structure eliminates hidden fees and conflicts of interest in investment strategy. We have the ability to invest in any product available and avoid the mediocre "proprietary investments" that are status quo at most firms. In a nutshell, we do what's right for our clients.

 

 

Lyle B. Himebaugh, III
Lyle B. Himebaugh, III
Lyle B. Himebaugh, III

Lyle B. Himebaugh, III, Partner

A co-founder of Granite, Lyle is a twenty-five year veteran of the private wealth management industry. Lyle was Vice President of Private Client Services at Credit Suisse First Boston (CSFB) where he managed and originated customized investment strategies for families, endowments and institutional clients. Previously, he was with Donaldson, Lufkin and Jenrette, the predecessor to CSFB. Before DLJ, Lyle was with Janney Montgomery and Scott in New York.

Lyle serves as a past Trustee of the US Scholarship Fund, Inc. of Ridley College in St Catharines, Ont., past board member of the Wilton Congregational Church and of the Past President of the Presbyterian Church of Pelham Manor, New York and is active in other community organizations. Lyle received his B.A. in Business and Economics from Washington College.

Richard C. Zipkis
Richard C. Zipkis
Richard C. Zipkis

Richard C. Zipkis, Partner

A co-founder of Granite, Richard has twenty-five years of Private wealth management experience. He most recently served as Head of the managed equity and fixed income business of the Private Client Services at Credit Suisse First Boston (CSFB). He served as chief of quantitative analytics and chair of the manager selection committee. He also served on the Global Tactical Asset Allocation committee and the trust advisory board. Prior to CSFB, Richard was head of the performance analytics division for 13 years at Sanford C. Bernstein and Co., where he was involved in every aspect of the wealth management business. Before Bernstein, Richard was with State Street Bank and Trust. Richard is a member of the Economic Club of New York.

Richard earned his B.A. in Psychology with a concentration in Philosophy and Business from Boston University.

Patrice Holland
Patrice Holland
Patrice Holland

Patrice Holland

Patrice joined Granite Group Advisors in 2004 and is responsible for all day to day Granite operations, communications and client support in our private client division. Prior to Granite Group, Patrice handled operations and marketing for small to midsized companies. Patrice graduated from Franklin & Marshall College with a BA in Government.

Sharlene Kelly
Sharlene Kelly
Sharlene Kelly

Sharlene Kelly

Sharlene manages the operations and communications for Granite Group's Retirement Services Division including TPA and custodial relationships, participant and plan sponsor communications and enrollment meetings. Sharlene was previously at Bowne & Company where she was most recently Director of Marketing and Communications for the Marketing Business and Communication division. There Sharlene helped large financial providers prepare and manage their retirement plan communication process from enrollment to statements. Prior to Bowne, Sharlene was a National Sales Representative with IBM. Sharlene earned her MBA from New York University, Stern School of Business and her B.A. from the University of Arizona.

 

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