Let Us Help You. Be. Intrepid.

About Us

Our team combines an institutional approach to investing with extensive personal service whether our clients are based locally or internationally. With offices in Greenwich, Connecticut and New York, New York, Bill and his team of investment, operations and client service professionals are prepared to help with the daily management of your accounts. Our commitment extends beyond managing assets to comprehensive wealth management and financial planning through hands-on service and customized solutions, even including life, health, disability and long-term care insurance.

Greenwich   |   New York
115 East Putnam Avenue, 3rd Floor | Greenwich, Connecticut 06830 | Phone: 203.742.0600 | Fax: 212.818.1115 | Map and Directions
570 Lexington Avenue, Suite 1600 | New York, New York 10022 | Phone: 203.742.0600 | Fax: 212.818.1115 | Map and Directions
Latitude One, 175 Southwest 7th Street, Suite 1900 | Miami, Florida 33130 | Phone: 305.529.6287 | Fax: 786.837.0465 | Map and Directions
Intrepid Financial Services
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC