Greenwich Financial Advisors, LLC

Greenwich Financial Advisors, LLC is a Financial Planner in Stamford, CT, located at 1177 High Ridge Rd. The firm provides private wealth management, trust investment management, and financial planning services to high-net-worth individuals, families, business owners, and corporate retirement plan sponsors. Operating as an independent adviser unaffiliated with a big bank or brokerage firm, the firm selects and offers a variety of investment solutions. The firm charges a transparent fee based on a percentage of assets under management and does not charge commissions or receive distribution fees from the investments it recommends. Assets are deposited with qualified custodians such as Pershing LLC or Charles Schwab & Co., Inc. The firm serves clients remotely throughout the United States from its office in Greenwich, Connecticut. Greenwich Advisors is a fiduciary, legally and ethically obligated to always act in the client’s best interest. This approach contrasts with the suitability standard used by large banks and brokerages. The firm provides detailed financial reporting of assets managed internally and externally and offers investment advice integrated throughout the estate planning process. The team includes Chris Tucker, the Founding Principal and Chief Executive Officer, who has been managing investments since 1989. Tucker holds a CFA Charter and a B.A. from Vanderbilt University. He previously worked at SunTrust Bank, UBS, Deutsche Bank, Dresdner Kleinwort Benson, HSBC, and Artha Capital. Jeffrey Evans serves as a Principal, previously working as Managing Director and Head of Equity Capital Markets at UBS and at Keefe Bruyette and Woods. He holds an M.B.A. from Washington University of St. Louis and a bachelor’s degree from the University of Kansas. Chris Kuehne, a Principal and Senior Private Wealth Adviser, holds the Certified Financial Planner designation and degrees from Carnegie Mellon University and the U.S. Military Academy at West Point. He founded Independent Financial Advisors to provide independent, fiduciary-based financial guidance. Mr. Portnoy serves as Principal and Private Wealth Manager, also acting as COO and Founding Partner of Ayerport LLC. He previously served as COO of a private high speed futures arbitrage trading firm and its technology arm, and began his career at Morgan Stanley before heading up technology for Credit Suisse. The firm’s fiduciary obligation and transparent fee structure ensure that client interests remain paramount. Greenwich Financial Advisors, LLC brings decades of global investing experience to financial planning in Stamford.

Greenwich Financial Advisors, LLC sits on High Ridge Road in Stamford, Connecticut, near the Merritt Parkway and the Turn of River Fire Department Station 1.

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