Executive advisory services in Greenwich, Connecticut

Merrill Lynch Wealth Management, located at 2 Pickwick Plaza in Greenwich, Connecticut, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. Their experienced advisors provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, working closely with clients to understand their goals and create long-term financial strategies. They also prioritize community involvement through volunteerism and charitable outreach.

SGH Macro Advisors is a leading macroeconomic research and advisory firm located at 85 Railroad Avenue in Greenwich, Connecticut, United States. Our team of experienced economists and strategists provide high-quality analysis and insights to help clients navigate the complexities of global financial markets. We offer a wide range of services including economic research, policy analysis, and market intelligence to help our clients make informed decisions and stay ahead of the curve. With a strong track record of accurate forecasting and actionable recommendations, SGH Macro Advisors is a trusted partner for investors, policymakers, and corporate executives around the world.

Portico Capital is a leading full-service investment bank located at 35 Mason Street, Greenwich, Connecticut, United States. Specializing in global M&A advisory, capital markets, equity execution, and industry-leading research, we have broad expertise in key growth sectors. Our institution, a collaboration between TD Cowen and TD Securities, values an entrepreneurial, client-focused mindset and a strong ethical foundation. We prioritize creating a supportive and inclusive environment for our colleagues, where everyone can bring their true selves to work. Our goal is to consistently deliver differentiated insights and solutions that help our clients outperform their competition. We strive to offer real value and solutions to meet our clients' needs, focusing on listening closely to their preferences. With a commitment to collaboration and ethical practices, we aim to be an organization where all colleagues are valued, respected, and supported. Our dedication to outperforming on behalf of our clients drives our growth and relevance across emerging sectors and globally. We aim to outlast for the next century and beyond by maintaining our values-driven approach. To protect against recruitment fraud, we follow a thorough interview process and never request payment or personal information from candidates.