North Shore Wealth Management Group

Founded in 1984, Brynwood Partners is a private-equity firm that makes control investments in lower middle market companies over a long-term horizon. The firm acquires companies in a diverse range of industries with enterprise values between $15 and $125 million. The principals of Brynwood Partners believe operating expertise is the most important factor for creating value in lower middle market companies. This helps to bring extensive experience as both company operators and private equity investors to each opportunity and allows the principals to work in partnership with management teams to create long-term value. Located in Greenwich, Conn., Brynwood Partners is a privately owned company that employs nearly 10 people.

Southpaw Asset Management located in Greenwich CT is a prominent health insurance company known for its commitment to providing quality coverage and financial security to its clients. With a focus on innovative solutions and customer satisfaction Southpaw aims to simplify the healthcare experience. The firm combines industry expertise with a personalized approach to meet the diverse needs of its policyholders. Generated from this place's information

Rockingstone Advisors LLC is a boutique asset management firm co-managed by Brandt Sakakeeny and Eric Katzman, CFA, specializing in multi-asset investment strategies for individuals, families, and small institutions. As an SEC-registered investment advisor, the firm focuses on capitalizing on pricing inefficiencies across various asset classes through a disciplined investment process rooted in fundamental research and analysis. Offering unbiased, fee-based advice, Rockingstone provides high net worth clients with sophisticated portfolio management that encompasses a range of asset classes, including equity, fixed income, commodities, and real estate. The firm's rigorous approach combines top-down and bottom-up analytical frameworks to identify mis-priced assets and sectors, aiming to generate positive risk-adjusted returns. Generated from the website