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Dennis T

CFA®, Series 63

Greenwich, CT

Greenwich Advisors, LLC

Dennis Tucker is a CFA® charterholder with 11 years of industry experience. He has been with Greenwich Advisors, LLC since 2012. Greenwich Advisors, LLC is a Delaware‑organized SEC‑registered investment adviser with a five-advisor team managing approximately $293 million for about 72 clients across five offices. The firm provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and some businesses. Their approach incorporates fundamental, technical, and cyclical analysis along with Modern Portfolio Theory, and they employ a broad range of investment instruments including digital assets and derivatives.

Options & derivatives strategies Real estate investing
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Daniel P

Series 63, Series 65

Greenwich, CT

Greenwich Advisors, LLC

Daniel Portnoy is a financial advisor at Greenwich Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Chrysaetos Capital Advisors, LLC from 2012 to 2019. Outside of his advisory role, he is the proprietor of Pavonia Technology, Inc., a technology and recruitment consulting firm, and managing member of Ayerport, LLC, which provides educational and coaching consultation services. Greenwich Advisors, LLC is a Delaware-registered investment adviser with a five-advisor team managing approximately $293 million for about 72 clients. The firm serves individuals, including high-net-worth clients, and some businesses, offering discretionary and non-discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.

Options & derivatives strategies Real estate investing
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Alexander T

Series 65

Greenwich, CT

Greenwich Advisors, LLC

Alexander Tucker is a financial advisor at Greenwich Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Greenwich Advisors, he worked at The Dedham Group and MoVi Collective. Greenwich Advisors, LLC is a Delaware-organized SEC-registered investment adviser managing approximately $293 million for about 72 clients across five offices. The firm provides discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and some businesses, using a range of analytical methods and a willingness to employ complex and alternative investment instruments.

Options & derivatives strategies Real estate investing
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