Advisors at this firm
Dennis T
CFA®, Series 63
Old Greenwich, CT
Greenwich Advisors, LLC
Dennis Tucker is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Greenwich Advisors, LLC since 2012. He holds a Series 63 license and is based in Old Greenwich, CT. Greenwich Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual clients, including high net worth individuals, as well as corporations and other businesses. The firm employs a range of analytical methods tailored to client objectives and manages portfolios across a broad investment universe including private placements, structured products, and digital assets.
Christopher K
CFP®
Rio Verde, AZ
Greenwich Advisors, LLC
Christopher Kuehne is a CFP® professional at Greenwich Advisors, LLC in New York, NY, with five years of industry experience. He has worked at Greenwich Advisors since 2025 and maintains a longstanding affiliation with Independent Financial Advisors dating back to 1995. Greenwich Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individual clients, including high net worth individuals, as well as corporations and other businesses. The firm employs a tailored investment approach incorporating multiple analysis methods and manages a broad investment universe that includes traditional and alternative assets.
Daniel P
Series 63, Series 65
Old Greenwich, CT
Greenwich Advisors, LLC
Daniel Portnoy is a financial advisor at Greenwich Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Chrysaetos Capital Advisors, LLC. Outside of finance, he is the proprietor of Pavonia Technology, Inc., which provides technology and recruitment consulting, and serves as Managing Member of Ayerport, LLC, offering educational and coaching consultation services. Greenwich Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a range of analytical methods and maintains a broad investment universe that includes both traditional and alternative assets.
Jeffrey E
Series 63, Series 65
Old Greenwich, CT
Greenwich Advisors, LLC
Jeffrey Evans is a financial advisor at Greenwich Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Greenwich Advisors since 2017, following a prior role at Coventure, LLC. Greenwich Advisors, LLC provides discretionary and non-discretionary portfolio management and standalone financial planning to individual clients, including high net worth individuals, as well as corporations and other businesses. The firm employs a tailored investment approach that incorporates multiple methods of analysis and offers a broad permissible investment universe.
Alexander T
Series 65
Old Greenwich, CT
Greenwich Advisors, LLC
Alexander Tucker is a financial advisor at Greenwich Advisors, LLC in Old Greenwich, CT, holding a Series 65 designation with approximately two years of advisory experience. His prior roles include positions at The Dedham Group and MoVi Collective. Greenwich Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high net worth clients, as well as corporations and businesses. The firm employs a multifaceted investment approach incorporating technical, cyclical, and fundamental analyses, and offers a broad permissible investment universe that includes private placements, structured products, derivatives, and digital assets.