Top 50 Investment Banking Companies in Connecticut

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Below is the list of Top 50 Investment Banking Companies in Connecticut ranked based on company size, client reviews, services, and awards.

Investment Banking Companies in Connecticut

1. Truenorth Capital Partners Llc

Industry: Investment Banking

Location: Connecticut

Website: truenorthcp.com

Company Founded: 2009

Company Size: 11-50

Company Address: 9 West Broad Street, Stamford, Connecticut, United States

Truenorth Capital Partners Llc Contact Details

Name Title LinkedIn Phone Email
Michael Hunter Managing Director
Jeff Gaynor Co-founder And Managing Director
Clay Risher Director - Business Development - M And A
Rob Africk Managing Director
Calvin Gaynor Analyst
Requires/Intent
Public Relations
Market Research
AI-Powered Financial Modeling
Automation
Financial Management
and more

2. Compass Partners Advisors, Llp

Industry: Investment Banking

Location: Connecticut

Website: compasspartners.com

Company Founded: 1996

Company Size: 11-50

Company Address: 2200 Atlantic Street, Stamford, Connecticut, United States

Compass Partners Advisors, Llp Contact Details

Name Title LinkedIn Phone Email
Radek Kozlowski Partner
Qianshun Shao Manager
Requires/Intent
AI-Based Risk Analysis & Mitigation
AI-Driven Asset Valuation
AI-Powered Financial Modeling
Customer Relationship Management
ERP Solutions
and more

3. Chatsworth Securities

Industry: Investment Banking

Location: Connecticut

Website: chatsworthgroup.com

Company Founded: 1996

Company Size: 11-50

Company Address: 95 East Putnam Avenue, Greenwich, Connecticut, United States

Chatsworth Securities Contact Details

Name Title LinkedIn Phone Email
Richard Nordin Managing Director
Lee Gerkin Managing Director
Timothy Sullivan Managing Director
Christopher Gioffre Senior Analyst
George Khouri Managing Director
Teevara Parapimon Equity Research Analyst Intern
Dawn Pedrosa Office Manager At Chatsworth Securities
Requires/Intent and 1 more Employees
Accounting
AI-Powered Fundraising Strategies
AI-Powered Financial Modeling
AI
and more

4. Hudson Partners Group

Industry: Investment Banking

Location: Connecticut

Website: hudson-llc.com

Company Founded: 2007

Company Size: 1-10

Hudson Partners Group Contact Details

Name Title LinkedIn Phone Email
Peter Hamilton Managing Partner
Lyn Kratovil Managing Director
Thomas Blair Senior Managing Director
John Koren Partner
Requires/Intent
Digital Marketing
Customer Relationship Management
and more

5. Rockland Advisory Group, Llc

Industry: Investment Banking

Location: Connecticut

Website: rocklandadvisory.com

Company Founded: 2003

Company Size: 1-10

Company Address: 1200 High Ridge Road, Stamford, Connecticut, United States

Rockland Advisory Group, Llc Contact Details

Name Title LinkedIn Phone Email
Matthew Scherer Partner
Requires/Intent
AI-Based Risk Analysis & Mitigation
IT Support
Financial Management
Technology
and more

6. Hj Sims

Industry: Investment Banking

Location: Connecticut

Website: hjsims.com

Company Founded: 1935

Company Size: 51-200

Company Address: 2150 Post Road, Fairfield, Connecticut, United States

Hj Sims Contact Details

Name Title LinkedIn Phone Email
Rebecca Brady Assistant Vice President, Marketing
Brady Richardson Senior Associate
Michael Corbett Financial Advisor Cfp
Sonia Carrero Executive Assistant To Managing Principal
Peter Dee Vice President
Chris Logsdon Investment Banking Intern
Tj Miller Supervisor
Requires/Intent and 16 more Employees
Market Research
AI-Powered Sentiment Analysis For Market Trends
IoT
Mobile App Development
and more

7. Carter Morse & Goodrich

Industry: Investment Banking

Location: Connecticut

Website: cartermorse.com

Company Founded: 1987

Company Size: 1-10

Company Address: 99 Harbor Road, Southport, Connecticut, United States

Carter Morse & Goodrich Contact Details

Name Title LinkedIn Phone Email
Terence Hannafin Managing Director
Michael Carter Managing Director
Requires/Intent
AI-Powered Financial Modeling
Technology
Blockchain For Secure Transactions
AI-Based Alternative Investment Strategies
and more

8. Bank Street Group

Industry: Investment Banking

Location: Connecticut

Website: bankstreet.com

Company Founded: 2002

Company Size: 11-50

Company Address: 4 Landmark Square, Stamford, Connecticut, United States

Bank Street Group Contact Details

Name Title LinkedIn Phone Email
Andrew Goldenberg Investment Banking Summer Analyst
Tim Murphy Director
Joseph Lee Associate
Shane Hadden Managing Director
Requires/Intent
Financial Management
E-commerce Integration
Sales
Smart Wealth Management
AI-Powered Debt & Equity Structuring
and more

9. Touchstone Advisors Llc

Industry: Investment Banking

Location: Connecticut

Company Size: 11-50

Company Address: 308 Enfield Street, Enfield, Connecticut, United States

Touchstone Advisors Llc Contact Details

Name Title LinkedIn Phone Email
John Boyd Principal - Mergers And Acquisitions
Roy Johnson M And A Advisor And Exit Strategy Consultant
Kue Xiong It Consultant
Requires/Intent
AI-Driven Personalized Financial Advisory
AI
SEO
Cybersecurity Solutions
and more

10. Headwall Partners

Industry: Investment Banking

Location: Connecticut

Website: headwallpartners.com

Company Founded: 2016

Company Size: 1-10

Company Address: 67 Holly Hill Lane, Greenwich, Connecticut, United States

Headwall Partners Contact Details

Name Title LinkedIn Phone Email
Thomas Danjczek Senior Advisor
Requires/Intent
AI-Powered Fundraising Strategies
AI Chatbots
and more

11. Pinnacle Trust Partners, Llc

Industry: Investment Banking

Location: Connecticut

Website: pinnacletrustpartners.com

Company Founded: 2004

Company Size: 11-50

Company Address: 201 Broad Street, Stamford, Connecticut, United States

Pinnacle Trust Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Robert Cotter Managing Partner
Leslie Tanca Senior Vice President
Gaetano Albani Partner And Chief Administrative Officer
Requires/Intent
E-commerce Integration
AI-Powered Debt & Equity Structuring
ERP Solutions
Digital Marketing
and more

12. Westbury Group Llc

Industry: Investment Banking

Location: Connecticut

Website: westburygroup.com

Company Founded: 2003

Company Size: 11-50

Company Address: 39 Riverside Avenue, Westport, Connecticut, United States

Westbury Group Llc Contact Details

Name Title LinkedIn Phone Email
Patrick Huddie Partner
Requires/Intent
AI-Powered Sentiment Analysis For Market Trends
AI
Branding
and more

13. Webster Investments

Industry: Investment Banking

Location: Connecticut

Company Founded: 1935

Company Size: 51-200

Company Address: 145 Bank Street, Waterbury, Connecticut, United States

Webster Investments Contact Details

Name Title LinkedIn Phone Email
Jessica Neuweiler Vice President, Senior Product Manager
Timothy Fitzgerald Vice President, Retirement Plan Advisor
Requires/Intent
Public Relations
E-commerce Integration
Accounting
and more

14. Itwp

Industry: Investment Banking

Location: Connecticut

Website: itwpcompany.com

Company Founded: 2014

Company Size: 1001-5000

Company Address: 21 River Road, Wilton, Connecticut, United States

Itwp Contact Details

Name Title LinkedIn Phone Email
Janice Caston Vice President, Global Brand Marketing And Operations
Kyle Skubas Senior Director, Product Analytics
Requires/Intent
Public Relations
Cloud Solutions
AI-Based Risk Analysis & Mitigation
and more

15. Johnsen, Fretty & Co.

Industry: Investment Banking

Location: Connecticut

Website: jfco.com

Company Founded: 1993

Company Size: 1-10

Company Address: 1 Landmark Square, Stamford, Connecticut, United States

Johnsen, Fretty & Co. Contact Details

Name Title LinkedIn Phone Email
David Patterson Investment Banking Associate
Requires/Intent
SEO
Automation
and more

16. Skyworks Capital

Industry: Investment Banking

Location: Connecticut

Website: skyworkscapital.com

Company Founded: 2002

Company Size: 11-50

Company Address: 283 Greenwich Avenue, Greenwich, Connecticut, United States

Skyworks Capital Contact Details

Name Title LinkedIn Phone Email
Geoffrey Munger Senior Vice President
Connie Thoman Office Manager And Executive Assistant
Requires/Intent
Financial Management
Predictive Analytics
AI-Based Fraud Detection & Prevention
and more

17. Bernstein Williams + Co. Llc

Industry: Investment Banking

Location: Connecticut

Website: bwbankers.com

Company Size: 1-10

Company Address: 1266 East Main Street, Stamford, Connecticut, United States

Bernstein Williams + Co. Llc Contact Details

Name Title LinkedIn Phone Email
Sayed Badrawi Advisor
Requires/Intent
Mobile App Development
Automation
and more

18. Thetis Pharmaceuticals Llc

Industry: Investment Banking

Location: Connecticut

Website: thetispharma.com

Company Founded: 2011

Company Size: 1-10

Company Address: 23 Business Park Drive, Branford, Connecticut, United States

Thetis Pharmaceuticals Llc Contact Details

Name Title LinkedIn Phone Email
Gary Mathias Co-founder And Ceo, Thetis Pharmaceuticals Llc
Requires/Intent
AI-Based Alternative Investment Strategies
AI-Powered Fundraising Strategies
Cybersecurity Solutions
Legal
AI-Based Predictive Analytics For Market Trends
and more

19. Riverside Advisers Llc

Industry: Investment Banking

Location: Connecticut

Company Size: 1-10

Riverside Advisers Llc Contact Details

Name Title LinkedIn Phone Email
Lynde Coit Principal
Requires/Intent
CRM Systems
E-commerce Integration
Smart Algorithmic Trading
AI-Based M&A Advisory
and more

20. Stanwich Advisors Llc

Industry: Investment Banking

Location: Connecticut

Website: stanwichadvisors.com

Company Founded: 2003

Company Size: 11-50

Stanwich Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Tucker Daugherty Associate
Requires/Intent
SEO
AI-Based Hedge Fund Analytics
and more

21. The Centercap Group, Llc

Industry: Investment Banking

Location: Connecticut

Website: centercapgroup.com

Company Founded: 2009

Company Size: 11-50

Company Address: 3 Landmark Square, Stamford, Connecticut, United States

The Centercap Group, Llc Contact Details

Name Title LinkedIn Phone Email
Jennifer Hutter Managing Director, Head Of Institutional Advisory Services
Requires/Intent
Data Security
Digital Marketing
and more

22. Compass Diversified Holdings

Industry: Investment Banking

Location: Connecticut

Website: compassdiversifiedholdings.com

Company Founded: 2005

Company Size: 51-200

Company Address: 301 Riverside Avenue, Westport, Connecticut, United States

Compass Diversified Holdings Contact Details

Name Title LinkedIn Phone Email
Ryan Faulkingham Chief Financial Officer
Requires/Intent
Accounting
Compliance & Risk Management
Predictive Analytics
AI-Powered Financial Modeling
CRM Systems
and more

23. Tri-river Capital

Industry: Investment Banking

Location: Connecticut

Website: tri-rivercapital.com

Company Founded: 1988

Company Size: 1-10

Company Address: 82-2 Mount Archer Road, Lyme, Connecticut, United States

Tri-river Capital Contact Details

Name Title LinkedIn Phone Email
Milton Walters President
Requires/Intent
AI-Based Predictive Analytics For Market Trends
AI-Powered Sentiment Analysis For Market Trends
CRM Systems
Compliance & Risk Management
and more

24. Bcp Securities

Industry: Investment Banking

Location: Connecticut

Website: bcpsecurities.com

Company Founded: 1989

Company Size: 51-200

Company Address: 289 Greenwich Avenue, Greenwich, Connecticut, United States

Bcp Securities Contact Details

Name Title LinkedIn Phone Email
Randy Pike President
Bruce Rae Senio Vice President
Bruce Kennedy Contract Manager
Requires/Intent
AI-Powered Debt & Equity Structuring
SEO
AI Chatbots
Smart AI-Based Compliance & Regulatory Reporting
Branding
and more

25. Coveview Advisors

Industry: Investment Banking

Location: Connecticut

Website: coveviewadvisors.com

Company Founded: 2009

Company Size: 11-50

Company Address: 300 Atlantic Street, Stamford, Connecticut, United States

Coveview Advisors Contact Details

Name Title LinkedIn Phone Email
Douglas Traver Managing Partner
Requires/Intent
Automation
AI-Powered Investment Research
Mobile App Development
AI Chatbots
Blockchain For Secure Fund Transfers
and more

26. Cronus Partners Llc

Industry: Investment Banking

Location: Connecticut

Website: cronuspartners.com

Company Size: 11-50

Cronus Partners Llc Contact Details

Name Title LinkedIn Phone Email
Denis Dudnik Investment Banking Associate
Denis Dudnik Investment Banking Associate
Requires/Intent
Cloud Hosting
Advertising
Predictive Analytics
IoT
Data Security
and more

27. Tyton Partners - Investment Banking

Industry: Investment Banking

Location: Connecticut

Company Founded: 2010

Company Size: 11-50

Company Address: 1 Landmark Square, Stamford, Connecticut, United States

Tyton Partners - Investment Banking Contact Details

Name Title LinkedIn Phone Email
Meghan Mccarthy Investment Banking Associate
Requires/Intent
Branding
Data Security
CRM Systems
Smart Algorithmic Trading
Sales
and more

28. Ms Global Finance, Llc

Industry: Investment Banking

Location: Connecticut

Website: msglobalfinance.com

Company Founded: 1996

Company Size: 1-10

Company Address: 777 West Putnam Avenue, Greenwich, Connecticut, United States

Ms Global Finance, Llc Contact Details

Name Title LinkedIn Phone Email
Ken Mackay Chief Executive Officer
Requires/Intent
Customer Relationship Management
Cloud Solutions
Data Security
Branding
and more

29. Tn Capital Advisors

Industry: Investment Banking

Location: Connecticut

Website: tncapitaladvisors.com

Company Founded: 2016

Company Size: 1-10

Company Address: 1010 Washington Boulevard, Stamford, Connecticut, United States

Tn Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Patrick Mcdonough Founder
Requires/Intent
AI-Powered Portfolio Management
AI-Based Alternative Investment Strategies
and more

30. Carter Morse & Mathias

Industry: Investment Banking

Location: Connecticut

Company Founded: 1987

Company Size: 11-50

Company Address: 167 Old Post Road, Southport, Connecticut, United States

Carter Morse & Mathias Contact Details

Name Title LinkedIn Phone Email
Debbie Scholz Office Manager
Requires/Intent
Web Development
Predictive Analytics
and more

31. Equity Research Desk

Industry: Investment Banking

Location: Connecticut

Website: erdesk.com

Company Founded: 2006

Company Size: 11-50

Company Address: 537 Steamboat Road, Greenwich, Connecticut, United States

Equity Research Desk Contact Details

Name Title LinkedIn Phone Email
Juan Perfumo Accounting Assistant
Requires/Intent
Automation
IT Support
AI-Powered Debt & Equity Structuring
Technology
and more

32. Novafund Advisors

Industry: Investment Banking

Location: Connecticut

Website: novafundadvisors.com

Company Founded: 2004

Company Size: 1-10

Company Address: 17 Old Kings Highway, Darien, Connecticut, United States

Novafund Advisors Contact Details

Name Title LinkedIn Phone Email
Mark Mcandrews Chief Operations Officer
Requires/Intent
Digital Marketing
AI-Powered Portfolio Management
Smart Wealth Management
Blockchain For Secure Transactions
and more

33. Winchester Capital

Industry: Investment Banking

Location: Connecticut

Website: winchestercapital.com

Company Founded: 1986

Company Size: 11-50

Company Address: 455 Orange Street, New Haven, Connecticut, United States

Winchester Capital Contact Details

Name Title LinkedIn Phone Email
Pippa Smith Director Of Corporate Communications
Pippa Smith Director Of Corporate Communications And Business Development
Requires/Intent
AI-Powered Fundraising Strategies
Business Expansion
AI-Based Alternative Investment Strategies
Legal
Market Research
and more

34. Oem Capital

Industry: Investment Banking

Location: Connecticut

Website: oemcapital.com

Company Founded: 1985

Company Size: 1-10

Company Address: 2507 Post Road, Southport, Connecticut, United States

Oem Capital Contact Details

Name Title LinkedIn Phone Email
Steve Klammer Managing Director
Requires/Intent
Automation
Digital Marketing
AI-Based Alternative Investment Strategies
and more

35. Tradewinds Wealth Management

Industry: Investment Banking

Location: Connecticut

Website: tradewindswealthmanagement.com

Company Size: 11-50

Company Address: 1185 South Main Street, Cheshire, Connecticut, United States

Tradewinds Wealth Management Contact Details

Name Title LinkedIn Phone Email
Katherine Garber Director Of Operations
Requires/Intent
AI Chatbots
Technology
IT Support
Predictive Analytics
and more

36. Idi (innovations & Development Inc)

Industry: Investment Banking

Location: Connecticut

Website: idiusa.com

Company Founded: 1968

Company Size: 11-50

Company Address: 15 Valley Drive, Greenwich, Connecticut, United States

Idi (innovations & Development Inc) Contact Details

Name Title LinkedIn Phone Email
Peter Goehring Inventory Control At Idi
Oswald Rowtham Computer Operator At Idi
Requires/Intent
AI
Blockchain For Secure Transactions
Branding
AI-Powered Financial Modeling
Data Security
and more

37. De Visscher & Co.

Industry: Investment Banking

Location: Connecticut

Website: devisscher.com

Company Founded: 1990

Company Size: 11-50

Company Address: 65 Locust Avenue, New Canaan, Connecticut, United States

De Visscher & Co. Contact Details

Name Title LinkedIn Phone Email
John Willert Vice President
Requires/Intent
Cybersecurity Solutions
E-commerce Integration
Legal
Mobile App Development
and more

38. Carbide Partners Llc

Industry: Investment Banking

Location: Connecticut

Website: carbidepartners.com

Company Size: 1-10

Company Address: 34 Compo Parkway, Westport, Connecticut, United States

Carbide Partners Llc Contact Details

Name Title LinkedIn Phone Email
Fred Walker Madite
Requires/Intent
AI-Driven Customer Relationship Management
Advertising
Business Expansion
CRM Systems
and more

39. Lubben Capital Management, Llc

Industry: Investment Banking

Location: Connecticut

Company Size: 1-10

Company Address: 11 River Road, Wilton, Connecticut, United States

Lubben Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Ben Berte Portfolio Manager
Requires/Intent
AI-Based Risk Analysis & Mitigation
AI-Powered Investment Research
AI-Driven Customer Relationship Management
AI-Based Predictive Analytics For Market Trends
and more

40. Dac Capital

Industry: Investment Banking

Location: Connecticut

Website: daccapital.com

Company Size: 1-10

Dac Capital Contact Details

Name Title LinkedIn Phone Email
Linda Haines Cook At Dac Capital
Requires/Intent
Software Development
Advertising
Cloud Solutions
AI-Powered Debt & Equity Structuring
and more

41. Lexington Landscaping

Industry: Investment Banking

Location: Connecticut

Company Size: 1-10

Company Address: 14 Crabapple Lane, Sandy Hook, Connecticut, United States

Lexington Landscaping Contact Details

Name Title LinkedIn Phone Email
Joseph Oneil Business Owner
Requires/Intent
Software Development
AI
Data Security
CRM Systems
and more

Connecticut Investment Banking Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Michael Hunter Truenorth Capital Partners Llc Managing Director
2 Jeff Gaynor Truenorth Capital Partners Llc Co-founder And Managing Director
3 Clay Risher Truenorth Capital Partners Llc Director - Business Development - M And A
4 Rob Africk Truenorth Capital Partners Llc Managing Director
5 Calvin Gaynor Truenorth Capital Partners Llc Analyst
6 Radek Kozlowski Compass Partners Advisors, Llp Partner
7 Qianshun Shao Compass Partners Advisors, Llp Manager
8 Richard Nordin Chatsworth Securities Managing Director
9 Lee Gerkin Chatsworth Securities Managing Director
10 Timothy Sullivan Chatsworth Securities Managing Director
11 Christopher Gioffre Chatsworth Securities Senior Analyst
12 George Khouri Chatsworth Securities Managing Director
13 Teevara Parapimon Chatsworth Securities Equity Research Analyst Intern
14 Dawn Pedrosa Chatsworth Securities Office Manager At Chatsworth Securities
15 Peter Hamilton Hudson Partners Group Managing Partner
16 Lyn Kratovil Hudson Partners Group Managing Director
17 Thomas Blair Hudson Partners Group Senior Managing Director
18 John Koren Hudson Partners Group Partner
19 Matthew Scherer Rockland Advisory Group, Llc Partner
20 Rebecca Brady Hj Sims Assistant Vice President, Marketing
21 Brady Richardson Hj Sims Senior Associate
22 Michael Corbett Hj Sims Financial Advisor Cfp
23 Sonia Carrero Hj Sims Executive Assistant To Managing Principal
24 Peter Dee Hj Sims Vice President
25 Chris Logsdon Hj Sims Investment Banking Intern
26 Tj Miller Hj Sims Supervisor
27 Terence Hannafin Carter Morse & Goodrich Managing Director
28 Michael Carter Carter Morse & Goodrich Managing Director
29 Andrew Goldenberg Bank Street Group Investment Banking Summer Analyst
30 Tim Murphy Bank Street Group Director
31 Joseph Lee Bank Street Group Associate
32 Shane Hadden Bank Street Group Managing Director
33 John Boyd Touchstone Advisors Llc Principal - Mergers And Acquisitions
34 Roy Johnson Touchstone Advisors Llc M And A Advisor And Exit Strategy Consultant
35 Kue Xiong Touchstone Advisors Llc It Consultant
36 Thomas Danjczek Headwall Partners Senior Advisor
37 Robert Cotter Pinnacle Trust Partners, Llc Managing Partner
38 Leslie Tanca Pinnacle Trust Partners, Llc Senior Vice President
39 Gaetano Albani Pinnacle Trust Partners, Llc Partner And Chief Administrative Officer
40 Patrick Huddie Westbury Group Llc Partner

Investment Banking companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Banking Companies in Alabama 58
2 Investment Banking Companies in Alaska 5
3 Investment Banking Companies in Arizona 63
4 Investment Banking Companies in Arkansas 290
5 Investment Banking Companies in California 629
6 Investment Banking Companies in Colorado 149
7 Investment Banking Companies in Florida 65
8 Investment Banking Companies in Georgia 90
9 Investment Banking Companies in Idaho 6
10 Investment Banking Companies in Illinois 417
11 Investment Banking Companies in Indiana 18
12 Investment Banking Companies in Iowa 8
13 Investment Banking Companies in Kansas 29
14 Investment Banking Companies in Kentucky 5
15 Investment Banking Companies in Louisiana 24
16 Investment Banking Companies in Maryland 107
17 Investment Banking Companies in Massachusetts 170
18 Investment Banking Companies in Michigan 24
19 Investment Banking Companies in Minnesota 225
20 Investment Banking Companies in Missouri 59
21 Investment Banking Companies in Nevada 13
22 Investment Banking Companies in New Hampshire 8
23 Investment Banking Companies in New Jersey 46
24 Investment Banking Companies in New Mexico 12
25 Investment Banking Companies in New York 6598
26 Investment Banking Companies in North Carolina 18
27 Investment Banking Companies in Ohio 181
28 Investment Banking Companies in Oklahoma 20
29 Investment Banking Companies in Oregon 41
30 Investment Banking Companies in Pennsylvania 48
31 Investment Banking Companies in Tennessee 132
32 Investment Banking Companies in Texas 43
33 Investment Banking Companies in Utah 40
34 Investment Banking Companies in Virginia 301
35 Investment Banking Companies in Washington 23
36 Investment Banking Companies in Wisconsin 73
37 Investment Banking Companies in District Of Columbia 50

Investment Banking companies in different cities of Connecticut

No. Cities Number of Contacts Download
1 Investment Banking Companies in Stamford 637