Revonary Accountants-Advisors

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

Gramercy Advisors is a global investment manager headquartered in Greenwich, CT, specializing in emerging markets. Founded in 1998, the firm manages $6 billion in assets and provides tailored investment solutions across various asset classes including direct lending and EM debt. With a focus on integrity, transparency, and responsiveness, Gramercy aims to deliver attractive risk-adjusted returns while fostering close relationships with a diverse client base that includes pension plans, sovereign wealth funds, and ultra-high net worth individuals. The firm prides itself on its extensive local relationships and its commitment to corporate responsibility through responsible investment practices and community engagement. Generated from the website

Optimum Advisors LLC is a trusted consultancy firm based in Greenwich, Town of, CT, specializing in optimizing the success of middle market firms and operating companies. With decades of industry experience, they offer a range of services including Hogan Personality Assessments, Organizational Assessments, 360 Reviews, and Strategic Planning Workshops. By leveraging their extensive knowledge and expertise, Optimum Advisors LLC assists clients in making informed decisions during due diligence, enhancing employee hiring processes, providing individual coaching and development, conducting employee surveys and interviews, fostering team building, and facilitating strategic planning.Generated from the website