Dock Street Asset Management

Closed
263 Glenville Rd
Greenwich, CT 06831

Dock Street Asset Management, founded in 1989, is a financial consulting firm based in Greenwich, CT. Specializing in providing investment advice to wealthy families, the company adopts an individual account approach, assigning a portfolio manager to each client for personalized management.

Under the leadership of Founder and President Daniel A. Ogden and partner Alison Bisno Peck, CFA, Dock Street Asset Management prioritizes direct communication between portfolio managers and their clients to ensure tailored financial solutions and strategies.

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