Where lasting relationships
are the difference
Since 1997, the founders of the firm have stayed true to change that they wanted to make when starting this broker dealer. Over twenty years ago the investment firms and giants of the industry began to make changes to their business models that did not coincide with the sell those firms did in order to obtain the assets that they managed.
This change in practice and shift in ideology gave birth to the founding principle of World Equity Group - the idea that establishing an independent broker dealer that specializes in a customer-centric approach to financial services and investment/asset management should be founded on sound business ethics and strive for more than monetary gain, alone.
“We offer a consistent, enduring approach -
We are that steady partner, that 'Family CFO,'
that our clients know they can trust.”
Our independence is our
defining competitive advantage.
Craig Gould - President & Owner
Meet the Managers of World Equity Group
Robert D. Yarosz
Owner, World Equity GroupPresident, Compass Asset Management
Robert D Yarosz, Registered Principal of World Equity Group, Inc. and Managing director of the Compass Active Tactical Management Program, has been in the financial service industry since 1985. Robert manages and oversees Compass Asset Management.
Check the background of this investment professional on FINRA BrokerCheck
William Webb
Chief Compliance Officer, World Equity GroupWilliam Webb joined WEG as its new Chief Compliance Officer in the Fall of 2019. Bill over 30 years of experience in the securities, investment advisory and insurance industries in the areas of management, operations, compliance, sales and regulatory practices.
Check the background of this investment professional on FINRA BrokerCheck
Mark Lischynsky
Chief Operating Officer, World Equity GroupMark Lishchynsky is the Chief Operating Officer of World Equity Group, Inc. Prior, Mark he held the role of President and CCO of a Chicago RIA and Broker Dealer. Mark has 20 years experience in Compliance, Operations and Risk Management.
Check the background of this investment professional on FINRA BrokerCheck
Steve Crothers
Vice President Sales & Marketing, World Equity Group
Steve, in his marketing capacity, is responsible for managing all marketing functions for the firm as it evolves into a globally impacting company, helping to shape the firm’s vision and its execution on marketing and brand management strategy.
Check the background of World Equity Group on FINRA BrokerCheck
Patrick Power
Managing Director of Investment Banking, World Equity GroupPrior to joining World Equity Group, Mr. Power was in New York City and was the President of the Capital Markets group of one of the oldest members of the NYSE. The firms parent organization, which was founded over 100 years ago, still is an active member of the NYSE and served thousands of clients with some being world leaders and household names. Before New York City, Mr. Power was down South as Managing Director of Investment Banking for JP Turner & Company for almost 20 years. JP Turner, headquarterd in Atlanta, was one of the largest independent investment banking and brokerage firms in the US with over 120 offices and 600 plus registered representatives. Under Power's guidance, the department managed over $5 Billion.
Check the background of this investment professional on FINRA BrokerCheck
Documents & Downloads
Reach higher by planning smarter.
Financial management and much more - speak to a World Equity Group advisor today.
Book A Consultation Explore our services
