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Carolina Financial Group

Company Name

Carolina Financial Group

Main Industry

Finance

Website

www.carofin.com

Contact Information

Darien, Connecticut Office

10 Corbin Dr, Darien, Connecticut, 06820, United States

(203) 202-2679

Brevard, North Carolina Office

100 Elks Club Rd, Brevard, North Carolina, 28712, United States

(828) 393-0088

Lumberton, North Carolina Office

1603 Godwin Ave, Lumberton, North Carolina, 28358, United States

(910) 739-1511

Carolina Financial Group Profile and History

Bruce Roberts has over 35 years experience as an investment banker and entrepreneur. In 1995, Mr. Roberts founded Carolina Financial Group (CFG), which includes Carolina Financial Securities (1997, SMB-focused corporate finance) and Carofin, LLC (2018, technology-supported private securities distribution) each is a registered broker/dealer with FINRA. CFG specializes in private capital raising, ha ving completed over $1.1 billion of equity and debt private placements for venture and growth companies across the US. Industries financed include traditional industries (manufacturing, distribution, consumer products agriculture, etc.) as well as technology (IT, life sciences, biometrics,). In additional to raising capital, CFG provides ongoing investment supervision and investor support throughout each investments life-cycle. In early 2005 Mr. Roberts founded Rehabilitation Support Services, LLC (RSS) to distribute and support next generation behavioral health-related technology solutions for addiction treatment, criminal justice, and mental health providers. Over 4000 individuals recovery has been supported thus far by RSS. Investment supporting the delivery of more effective addition treatment is a specialty area for CFG. 1987 1994, Mr. Roberts was at The First Boston Corporation (now Credit Suisse) in New York as a Director in the Investment Banking Department, supporting both corporate and government clients throughout the pacific region and raising in excess of $30 billion for his clients. He started his investment banking career at Bank of America in San Francisco in 1983. Prior to his investment banking career, he served as an officer in the U.S. Navy (UDT / SEAL). Mr. Roberts graduated in 1979 from Duke University with a B.S.E, completing a double major in Civil Engineering and Public Policy Studies. He and his wife have four children and live in Brevard, North Carolina. As Chairman of Carolina Financial Securities, Peters primary focus is developing and expanding the firms primary distribution capabilities ...

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Carolina Financial Group

Carolina Financial Group LLC

Carolina Financial Securities LLC

Carofin

Carofin Corp

Revenue

$5.9 M

Employees

20

Founded

1995

Funding History

Carolina Financial Group raised a total of $347 K in funding over 2 rounds.

Carolina Financial Group Executive Team & Key Decision Makers

Name & TitleContact Info
Craig Gilmore
Craig Gilmore

Chief Operating Officer

❅❅❅❅@carofin.com

(828) ❅❅❅-❅❅❅❅

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John Gramling
John Gramling

Managing Director

❅❅❅❅@carofin.com

(864) ❅❅❅-❅❅❅❅

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Ian Light
Ian Light

Vice President, Technical Team Lead

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Oby Morgan
Oby Morgan

Media & Communications Vice President, Marketing

❅❅❅❅@carofin.com

(828) ❅❅❅-❅❅❅❅

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Ashley Losch
Ashley Losch

Vice President, Investment Banking

❅❅❅❅@carofin.com

(941) ❅❅❅-❅❅❅❅

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Gary Lam
Gary Lam

Managing Director

❅❅❅❅@carofin.com

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Lucio Rodrigues
Lucio Rodrigues

Managing Director

❅❅❅❅@carofin.com

(305) ❅❅❅-❅❅❅❅

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Garrick Ruiz
Garrick Ruiz

Vice President

❅❅❅❅@carofin.com

(210) ❅❅❅-❅❅❅❅

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Nirag Shah
Nirag Shah

Vice President

(828) ❅❅❅-❅❅❅❅

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Esam Al-Abidin
Esam Al-Abidin

Vice President, Business Development

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Steve McAleer
Steve McAleer

Managing Director

(203) ❅❅❅-❅❅❅❅

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Joshua Greene
Joshua Greene

Vice President

❅❅❅❅@carofin.com

(803) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Joshua Greene
Joshua Greene

Vice President

❅❅❅❅@carofin.com

(803) ❅❅❅-❅❅❅❅

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Nash Roberts
Nash Roberts

Director

❅❅❅❅@carofin.com

(919) ❅❅❅-❅❅❅❅

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Gary Lam
Gary Lam

Managing Director

❅❅❅❅@carofin.com

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Garrick Ruiz
Garrick Ruiz

Vice President

❅❅❅❅@carofin.com

(210) ❅❅❅-❅❅❅❅

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Dipika Jain
Dipika Jain

Senior Team Member

❅❅❅❅@carofin.com

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Lucio Rodrigues
Lucio Rodrigues

Managing Director

❅❅❅❅@carofin.com

(305) ❅❅❅-❅❅❅❅

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Jack Williams

(828) ❅❅❅-❅❅❅❅

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Mathias Hoffrichter
Mathias Hoffrichter

Compliance Specialist

❅❅❅❅@carofin.com

(813) ❅❅❅-❅❅❅❅

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Julia Gray
Julia Gray

Investor Relations Specialist

❅❅❅❅@carofin.com

(828) ❅❅❅-❅❅❅❅

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John Gramling
John Gramling

Managing Director

❅❅❅❅@carofin.com

(864) ❅❅❅-❅❅❅❅

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Craig Gilmore
Craig Gilmore

Chief Operating Officer

❅❅❅❅@carofin.com

(828) ❅❅❅-❅❅❅❅

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Scott Christensen

❅❅❅❅@carofin.com

(941) ❅❅❅-❅❅❅❅

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Esam Al-Abidin
Esam Al-Abidin

Vice President, Business Development

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Top Carolina Financial Group Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Carolina Financial Group.

Frameworks and Libraries

(4 Technologies)

Programming Languages

(3 Technologies)

Content Delivery Networks

(2 Technologies)

Web Hosting

(2 Technologies)

Office Suites

(2 Technologies)

Carolina Financial Group Email Formats

ParameterSample EmailPercentage

Carolina Financial Group Top Competitors

CompanyEmployeesRevenueTop technologies
Kinsella Group Inc

Kinsella Group Inc

16$5.2 M
The Quant Group

The Quant Group

n/a$4.5 M
Bank Street Group LLC

Bank Street Group LLC

16$5.7 M
Financo LLC

Financo LLC

5$805 K
Greif & Co

Greif & Co

20$10 M

What is Carolina Financial Group revenue?

Carolina Financial Group revenue is $5.9 M

How many employees does Carolina Financial Group have?

Carolina Financial Group has 20 employees

What are Carolina Financial Group’s primary industries?

Carolina Financial Group’s main industries are: Finance, Finance, Investment Banking

Who is Carolina Financial Group’s CEO?

Carolina Financial Group’s CEO is Bruce Roberts

What are some additional names or alternative spellings that users use while searching for Carolina Financial Group?

Carolina Financial Group appears in search results as Carolina Financial Group, Carolina Financial Group LLC, Carolina Financial Securities LLCCarofin, Carofin Corp...See More