Nola M Falcone

The Portfolio Strategy Group is a leading independent wealth management firm.

Talek Investments LLC is associated with The Ropart Group, located in Greenwich, Connecticut. The company operates from their offices at Greenwich Office Park, providing a range of financial services. With a focus on investment opportunities, Talek Investments LLC aims to deliver innovative solutions to meet their clients' needs. Their strategic approach is supported by a dedicated team committed to fostering growth and success in the financial sector. Generated from the website

Cmart LLC is a diversified alternative investment firm based in Greenwich, CT, with a focus on capturing risk-adjusted returns across both public and private markets since its inception in 1994. The firm employs a highly opportunistic investment strategy centered on acquiring quality assets at attractive prices, leveraging its foundational private equity experience to form views that often diverge from market consensus. Led by founding partners Charles Davidson and Joseph Jacobs, the firm fosters a collaborative culture that enhances its investment process through differentiated viewpoints. With over five decades of combined investment experience, the leadership team is committed to driving innovative strategies that elevate the firm's approach beyond typical industry perspectives. Generated from the website