Greg Werlinich
President at Werlinich Asset Management, LLC | Stamford, Connecticut, United States
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As the President of Werlinich Asset Management, LLC (WAM), Greg Werlinich plays a pivotal role in shaping the firm’s strategic direction and client-focused investment philosophy. With a commitment to providing customized portfolio management solutions, Greg leverages his extensive expertise in investments, asset management, and financial planning to ensure that each client’s unique needs are met. Under his leadership, WAM has established itself as a trusted fiduciary, emphasizing transparency and integrity in all client interactions.
Greg is particularly skilled in developing long-term, tax-efficient investment strategies that align with clients' financial goals, whether they are focused on retirement planning, estate planning, or wealth accumulation. His deep understanding of mutual funds and various asset classes allows him to craft diversified portfolios that not only aim for growth but also prioritize risk management. Key projects under his guidance include the implementation of innovative investment strategies that adapt to changing market conditions, ensuring that clients remain well-positioned for success.
In addition to his investment acumen, Greg is dedicated to educating clients about the intricacies of financial markets and the importance of strategic financial planning. He believes that informed clients are empowered clients, and he strives to foster a collaborative environment where clients feel confident in their financial decisions. With a long-standing history of helping clients create wealth, Greg Werlinich continues to be a driving force at WAM, committed to delivering exceptional fiduciary care and personalized investment solutions that stand the test of time.
President at Werlinich Asset Management, LLC in March 1997 to Present
Associate at Joseph C. Abeles in June 1992 to November 2008
Corporate Account Manager at Citicorp Mortgage in February 1988 to December 2001
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Investment Advisory
Portfolio Management
Asset Managment
401k Rollovers
Investments
Wealth Management
Securities
Equities
Mutual Funds
Asset Management
Private Equity
Finance
Estate Planning
Strategic Financial Planning
Small Business
Insurance
Management
Retirement Planning
Alternative Investments
Financial Advisory
Wealth
Strategic Planning
Financial Planning
Nonprofit Organizations
Investment Advisory Services
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What is Greg Werlinich email address?
Email Greg Werlinich at [email protected] and [email protected]. This email is the most updated Greg Werlinich email found in 2026.
What is Greg Werlinich phone number?
Greg Werlinich phone number is +14794629736 and +15127891063.
How to contact Greg Werlinich?
To contact Greg Werlinich send an email to [email protected] or [email protected]. If you want to call Greg Werlinich try calling on +14794629736 and +15127891063.
What is Greg Werlinich net worth?
Greg Werlinich has an estimated net worth of $150,000 to $249,999
What company does Greg Werlinich work for?
Greg Werlinich works for Werlinich Asset Management, LLC
What is Greg Werlinich's role at Werlinich Asset Management, LLC?
Greg Werlinich is President
What industry does Greg Werlinich work in?
Greg Werlinich works in the Financial Services industry.
Greg Werlinich Email Addresses
Greg Werlinich Phone Numbers
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