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Adam Wilk

Advisor at Greystone Capital Management

Updated today
Greystone Capital Management logo

Firm

Greystone Capital Management

Location

West Chester, PA

Credentials

Series 65

Industry experience

6 years

About

Adam Wilk is a financial advisor at Greystone Capital Management with five years of industry experience. He holds a Series 65 designation and previously worked at Citibank and Dixon Hughes Goodman. Greystone Capital Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, family offices, and corporate and pension/profit-sharing plan clients. The firm employs a concentrated, long-only equity strategy focused on micro- and small-capitalization stocks, emphasizing fundamental research and a value-oriented approach with multi-year investment horizons.

Client services

Based on Greystone Capital Management

Portfolio management

Expertise

Based on Greystone Capital Management

Concentrated stock management

Fee options

Percentage

1.5% annually

Performance-based

20% performance fee above a 5% high water mark for qualified clients

Other

Account minimum: $100,000

Location

West Chester, PA

Most active in

Pennsylvania

Work history

Greystone Capital Management

2019 - Present (7 years)

TD Bank

2019 - Present (7 years)

Citibank

2016 - 2019 (3 years)

Dixon Hughes Goodman

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John L

Series 65

Glen Mills, PA

The Lyttle Company, LLC

John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.

Active portfolio management Options & derivatives strategies
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Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

General tax planning General estate planning guidance Cash flow / budgeting

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Options & derivatives strategies Active portfolio management
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Damon G

Series 63, Series 65

West Chester, PA

Jura Investments, LLC

Private / alternative investments Active portfolio management Options & derivatives strategies
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