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Gregory W
Series 65
Stamford, CT
Werlinich Asset Management, L.L.C.
Gregory Werlinich is the sole advisor at Werlinich Asset Management, L.L.C. and holds a Series 65 designation with three years of industry experience. He has led Werlinich Asset Management since 1997. The firm provides discretionary investment management primarily to individuals, personal trusts, and charitable foundations, offering financial planning services that include income and estate tax planning, retirement and college planning, and insurance analysis. It serves both high-net-worth and non-HNW clients, employing a top-down sector-rotation investment strategy focused on individual equities and select ETFs, with an emphasis on tax efficiency and personalized investment policies.
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