Stephen Griner, President & Chief Operating Officer

“I believe in the saying ‘life begins at the end of your comfort zone.’ We should all continue to push ourselves everyday and never settle for ordinary.”

 

Stephen began his career in financial services in 2001 handling financial planning, investments, and insurance. Since joining the Persium team in 2004, his roles and responsibilities have progressed. In 2008, Stephen began leading daily operations, became an equity owner in 2009, and was named President in 2011. Today, he oversees all company operations, chairs the Persium Investment Committee, and works with a select number of clients.

Stephen is a cum laude graduate of the University of Georgia’s Terry College of Business, with a Bachelor of Business Administration in Finance. In 2010, Stephen earned the Chartered Financial Analyst designation. He is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.

Stephen is a native of Georgia and spent his formative years in Athens. He married his high school sweetheart, Angela, with whom he has twin boys Aiden and Will. They currently reside in Brookhaven and are members of Peachtree Road United Methodist Church. Stephen enjoys staying active outdoors through hunting, fishing, hiking, and rock climbing. He spends most weekends with his family at Lake Rabun. During the football season, they travel to Athens to cheer on his alma mater.

ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  6190 Powers Ferry Road, Suite 500  /  Atlanta, GA 30339

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.