Charles Schwab

As one of the world's leading financial institutions, Smith Barney provides cash management, financial planning, brokerage, estate planning, block trading and alternative investment services. With a branch in Greenwich, Conn., the company offers employee retirement plans and diversification and risk management services. It also deals in annuities, mutual funds and equities, as well as a selection of fixed-income products, including municipal bonds and government securities. Smith Barney has expertise in insurance, key-person and wealth planning, business succession and recapitalization, as well as mergers and acquisitions, private placements and leveraged buyouts. The full-service brokerage firm serves individual investors and small- and mid-sized businesses, as well as large corporations, nonprofit organizations and family foundations. Smith Barney is a division of Citigroup Global Capital Markets, which is a global, full-service financial firm that provides brokerage, investment banking and asset management services to corporations, governments and individuals around the world.

Nutmeg Securities provides institutional investors with agency only, conflict free execution and settlement services. Its specialized trading services include value added human and algorithm trading and small and mid cap block trading. By combining modern technology with the experience of its veteran traders, Nutmeg lowers clients cost of moving in and out of positions and increasing their investment returns. The company is also fully FIX compliant, with links to most of the major order management systems, and has the ability to build interfaces into proprietary systems. Established in 1986, Nutmeg Securities has headquarters in Fairfield, Conn.

UBS Financial Services in Greenwich, CT, offers comprehensive wealth management solutions tailored to individual needs, focusing on building long-term relationships through exceptional client service. With over 160 years of experience, UBS is recognized for providing best-in-class advice and insights into global markets for wealthy individuals and families. The team at UBS is led by experienced professionals like Gabe D'Amica, who serves as Executive Director and Market Director, and Tracy Anzalotti, an Administrative Manager with extensive industry knowledge. Together, they are dedicated to empowering clients to pursue their life goals through customized financial strategies. Generated from the website