Greenwich Wealth Management, LLC

Francis Gilbride is a financial advisor at Greenwich Wealth Management, LLC with five years of industry experience. He holds a Series 65 credential and previously worked at Bank of New York Mellon for ten years. Greenwich Wealth Management, LLC is an SEC-registered advisory firm managing approximately $2.71 billion for around 469 clients through a multi-advisor team. The firm offers discretionary portfolio management, third-party manager selection, wrap fee programs, and ERISA 3(21) retirement plan advisory services, using fundamental, technical, and macroeconomic analysis to build portfolios with ETFs, individual securities, SMAs, and sub-advisors.

Charles Tricomi is a financial advisor at Greenwich Wealth Management, LLC with two years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Greenwich Wealth Management, he worked at Green Americas Energy, Crestwood Advisors Group LLC, and BNY Mellon Wealth Management. Outside of finance, he is also a residential real estate advisor with Sotheby’s International Realty. Greenwich Wealth Management is an SEC-registered advisory firm managing approximately $2.71 billion for around 469 clients through a multi-advisor team. The firm offers discretionary portfolio management, third-party manager oversight, and retirement plan advisory services, employing fundamental, technical, and macroeconomic analysis to build diversified portfolios.

Harry Figgie is a financial advisor at Greenwich Wealth Management, LLC in Greenwich, CT, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greenwich Wealth Management since 2009, following a one-year tenure at Private Client Services, LLC. Greenwich Wealth Management, LLC is an SEC-registered advisory firm managing approximately $2.71 billion for around 469 clients through a multi-advisor team. The firm offers discretionary portfolio management, third-party manager selection and oversight, and ERISA 3(21) retirement plan advisory services, employing fundamental, technical, and macroeconomic analysis to build portfolios using ETFs, individual securities, SMAs, and sub-advisors.

Paul Lynch is a CFA® charterholder with six years of industry experience. He previously worked at Bank of New York Mellon for 11 years. Lynch is currently an advisor at Greenwich Wealth Management, LLC, based in Greenwich, CT. Greenwich Wealth Management is a multi-advisor SEC-registered firm managing approximately $2.71 billion for about 469 clients. The firm offers discretionary portfolio management, third-party manager selection, and ERISA 3(21) retirement plan advisory services, employing fundamental, technical, and macroeconomic analysis to build diversified portfolios.

Jackson Kleinert is a financial advisor at Greenwich Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Morgan Stanley and Tullett Prebon prior to joining Greenwich Wealth Management in 2018. Kleinert also has experience at Westchester Country Club and studied at Southern Methodist University. Greenwich Wealth Management, LLC is an SEC-registered advisory firm managing approximately $2.71 billion for around 469 clients through a multi-advisor team. The firm employs fundamental, technical, and macroeconomic analysis to build portfolios using ETFs, individual securities, SMAs, and sub-advisors, and provides discretionary portfolio management along with retirement plan advisory services.

Michael Freeburg is a financial advisor at Greenwich Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greenwich Wealth Management since 2006, following a brief tenure at Private Client Services. Freeburg is a founding member of Catalus Capital Management, a private family office, and is involved with Limin Holdings LLC, overseeing its application for a banking license in the Eastern Caribbean. Greenwich Wealth Management is an SEC-registered advisory firm managing approximately $2.7 billion for about 469 clients through a multi-advisor team. The firm employs fundamental, technical, and macroeconomic analysis to build diversified portfolios and provides discretionary portfolio management, third-party manager oversight, and retirement plan advisory services.

Harriet Parker is a financial advisor at Greenwich Wealth Management, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services Inc and Four Corners Private Wealth. Harriet is also associated with LionSmith LLC, an actively-registered corporation with no current operating activities. Greenwich Wealth Management, LLC is a multi-advisor SEC-registered firm managing approximately $2.71 billion for around 469 clients. The firm offers discretionary portfolio management, third-party manager selection, and retirement plan advisory services, using fundamental, technical, and macroeconomic analysis to construct portfolios with ETFs, individual securities, SMAs, and sub-advisors.

Denton Jones is a financial advisor at Greenwich Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Counterbalance Growth Strategies LLC, Goldman Sachs, and Bridgewater Associates. Greenwich Wealth Management is an SEC-registered advisory firm managing approximately $2.71 billion for around 469 clients through a multi-advisor team. The firm offers discretionary portfolio management, third-party manager selection and oversight, and ERISA 3(21) retirement plan advisory services, utilizing fundamental, technical, and macroeconomic analysis to construct portfolios with ETFs, individual securities, SMAs, and sub-advisors.

Daniel Sullivan is a financial advisor at Greenwich Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Greenwich Wealth Management since 2007, following a one-year tenure at Private Client Services, LLC. Greenwich Wealth Management is an SEC-registered advisory firm managing approximately $2.71 billion for around 469 clients through a multi-advisor team. The firm offers discretionary portfolio management, third-party manager selection, and ERISA 3(21) retirement plan advisory services, utilizing fundamental, technical, and macroeconomic analysis to build diversified portfolios.

Christopher Parker Jr. is a financial advisor at Greenwich Wealth Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services and Four Corners Private Wealth. He serves as Treasurer and board member of the Greenwich Choral Society, a nonprofit arts organization, in an unpaid investment-related capacity. Greenwich Wealth Management is an SEC-registered advisory firm managing approximately $2.7 billion for nearly 470 clients through a multi-advisor team. The firm offers discretionary portfolio management, third-party manager oversight, and ERISA 3(21) retirement plan advisory services, employing fundamental, technical, and macroeconomic analysis to build diversified portfolios.

Vahan Janjigian is a CFA® charterholder with 15 years of industry experience, currently serving at Greenwich Wealth Management, LLC since 2010. He provides consulting services including writing and editing, and occasionally teaches a graduate course on Equity Analysis. Janjigian is also a member of the Corporate Disclosure Policy Council of the CFA Institute and serves on the board of trustees of the Armenian Museum of America. Greenwich Wealth Management is an SEC-registered advisory firm managing approximately $2.71 billion for about 469 clients through a multi-advisor team. The firm offers discretionary portfolio management, third-party manager selection and oversight, and ERISA 3(21) retirement plan advisory services, utilizing fundamental, technical, and macroeconomic analysis to build diversified portfolios.

Robert Longsworth is a financial advisor at Greenwich Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greenwich Wealth Management since 2016, following a brief tenure at Private Client Services. Greenwich Wealth Management, LLC is an SEC-registered advisory firm managing approximately $2.71 billion for around 469 clients. The firm employs a multi-advisor team approach, providing discretionary portfolio management, third-party manager selection, and retirement plan advisory services using fundamental, technical, and macroeconomic analysis.