About Our Greenwich Office
Conveniently located across from the YMCA, with ample private parking, our Greenwich office has been serving the community and surrounding area since 1914. Our Greenwich advisors include Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), Certified Trust & Financial Advisors (CTFAs) and Certified Divorce Financial Analysts (CDFAs). Together, they bring over 100 years of combined experience to their delivery of full-service wealth management, with a particular expertise in multi-generational families, business owners in transition and divorce. In addition, our firm has over 200 years of experience as a corporate trustee, with dedicated local fiduciary experts serving the Greenwich area.
Want to talk to someone from our Greenwich Office?
Get in touch and put our experienced Greenwich-based team to work on your behalf.
Office Hours
Mon - Fri: 8:30 AM-5:30 PM ET
Full-Service Banking Hours
Mon - Fri: 8:30 AM-4:00 PM ET
Contact
Office Phone: (203) 487-5758
Check Verifications & Banking Inquiries:
(800) 830-0549
Client Access
Support for BNY Mellon Wealth Online:
(800) 880-5631
Local Leadership
Our Greenwich Team
John Ippolito
Regional President, New York Tri-State Region
Andrew Borner
Senior Director
Thomas Roberts
Head of Tri-State Private Banking, National Escrow Director
Want to know more?
Send us an email and we’ll schedule a call that works for you.