Meet Our Team
53+
Years of Combined Experience
$350M
Assets Under Management
109
Number of Clients
Michael J. Freeburg
Managing Partner
Following the tragic events of 9/11 and amidst the ongoing digitization of the floor broking and trading business, in 2001 I joined King Capital Ltd. in Greenwich, CT. As a Managing Director I spent five years constructing and managing fixed income portfolios.
It was through this experience that I became aware of individuals and families who were seeking personalized, independent wealth management advice. This was the genesis for founding Greenwich Wealth Management in 2006.
Why Statement: The personal strength I have gained from facing my own adversities in life gave me the motivation to found Greenwich Wealth Management. With a significant background in finance and an intimate understanding of what makes markets tick, I wanted to build a business in which I could use my hard-won insights to provide clients with comprehensive financial solutions that give them comfort and peace-of-mind. I am as enthusiastic now as the day I founded the firm about the process that brings these goals to life. It is truly gratifying to work closely with clients, earn their trust, and help them build, manage, and expand their financial lives in support of broader long-term goals for themselves and their families.
Hobbies: An avid sportsman, I have always found enjoyment in maintaining an active outdoor lifestyle. My two greatest prides are my sons, now grown adults navigating their own paths in life. Raising them has been my most rewarding adventure, and I cherish the memories of being outdoors with them and instilling in them curiosity and wonder about the world around us.
In addition to the outdoors, world travel is one of my profound pleasures. I have been fortunate to experience diverse cultures and natural wonders across the globe, with each journey having expanded my perspective. More recently, I have been learning the great game of golf.
- Phone:203-618-0100
- Email:freeburg@greenwichwealth.com
Daniel J. Sullivan
Partner, Chief Compliance Officer
Hobbies: I am a lacrosse dad who has spent many years, fall, summer and spring, traveling to various tournaments and games up and down the East Coast. I’ve learned how to feed balls and string sticks, skills that my high school experience in Columbus, Ohio never taught me. My wife and I have two dogs who keep us busy now that my son is graduating college. I am an avid exercise enthusiast and enjoy taking our dogs on long runs. My wife teaches Kindergarten so I am an excellent listener and have also learned how to use a laminate machine with her tutelage.
Credentials:
Education: The Ohio State University, Bachelor of Science, Economics, Class of 1986
- Phone:203-618-0103
- Email:sullivan@greenwichwealth.com
Harry E. Figgie IV
Partner, Wealth Advisor
Hobbies: I pursue an active lifestyle through playing tennis, running and travel. I have an appreciation for fine wines and am continuously expanding my knowledge in this area. Above all, I value quality time with my family, which includes three young children. Balancing professional responsibilities with personal interests allows me to find enjoyment in many aspects of life.
Credentials: Chartered SRI Counselor™
Certificate in Blockchain and Digital Assets®
UniFi by CAIA - Alternative Investments Certificate
Education: Bachelor of Science (B.S.), Finance, Fairfield University
- Phone:203-769-5515
- Email:figgie@greenwichwealth.com
Jackson Kleinert
Partner, Wealth Advisor
Hobbies: I am an avid golfer who enjoys the patience and strategic thinking the game demands. In my free time, I love exploring new restaurants, enjoying the diverse flavors and culinary creativity each one offers. Most importantly, I cherish spending quality time with my family, creating lasting memories and enjoying our shared adventures.
Credentials: Series 65 – NASAA Uniform Investment Adviser Law
Education: Bachelor of Science in Mechanical Engineering, Southern Methodist University
- Phone:203-769-5514
- Email:jackson@greenwichwealth.com
Rob S. Longsworth II
Wealth Advisor
Hobbies: A Denver native, when not in the office or with clients Rob can be found in the outdoors with his family, fly fishing, or planning his next carpentry project.
Credentials: NYU Stern School of Business, Masters of Business, with concentrations in Finance and Financial Instruments
Education: Amherst College, A.B., English
- Phone:203-618-0105
- Email:rob@greenwichwealth.com
Vahan Janjigian
Chief Investment Officer
Hobbies: I’m a big fan of track & field (a.k.a. athletics in most of the world) and I am known to travel long distances to watch key meets, including the U.S.A. Olympic Trials and the World Championships.
Credentials: Chartered Financial Analyst (CFA)
Education: B.S. Sciences, Villanova University
M.B.A. Management Science, Virginia Tech University
Ph.D. Finance, Virginia Tech University
- Phone:203-618-0104
- Email:vahan@greenwichwealth.com
Paul J. Lynch
Senior Wealth Advisor
Hobbies: As an avid racquet sports player, Paul enjoys playing competitive and friendly tennis and paddle matches year round. Away from the office, you can also find Paul and his wife Debbie traversing the trails and road on their bikes or paddling their kayaks on Long Island Sound. Spending quality time with his 3 children is also a very important part of his life.
Credentials: Chartered Financial Analyst
CFA Institute – Member
CFA Society Stamford – Member
Education: Cornell University – Bachelor of Arts in Government
Williams College – New England School of Banking
New York State Bankers Association – Trust Investment School
- Phone:203-618-0107
- Email:plynch@greenwichwealth.com
F. Jason Gilbride III
Wealth Advisor
F. Jason Gilbride III
Wealth Advisor
Hobbies: When away from the office Jason most enjoys spending time with his wife, 2 children and 2 dogs. During the summer you can find them out and about on Long Island Sound or on the golf course. When winter comes most of Jason’s free time is spent in Hockey Rinks, as a hockey dad, Coach and a slowing Men’s League player.
Credentials: Series 65 – NASAA Uniform Investment Adviser Law
Education: Washington College
University of Montana
ABA Trust & Estates School
- Phone:203-992-1304
- Email:gilbride@greenwichwealth.com
Charles W. Tricomi, Jr.
Wealth Advisor
Hobbies: He serves on the board and actively volunteers with Part of the Solution ("POTS") located in the Bronx and CALL-A-RIDE in Greenwich. Each day, Charlie tries to squeeze in an activity whether it's sailing, running, swimming, biking, golfing, skiing, playing tennis, squash, hockey or paddle, but always makes the time to spend with his family.
Credentials: Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™, and Series 65.
Education: Charlie received his MBA from Columbia Business School and an international business and management degree from Dickinson College.
- Phone:203-349-2700
- Email:charlie@greenwichwealth.com
Bryce Dearborn
Associate
Hobbies: In my free time, I referee soccer matches across all levels, from local games to competitive leagues throughout the east coast. Additionally, I have a keen interest in exploring new places and cultures through travel, always seeking to broaden my horizons. Despite my ongoing struggle with golf, I persistently engage in the sport, with the journey of improvement with each swing.
Credentials:
Education: Bachelors of Arts, Economics, University of Connecticut
- Phone:203-992-1302
- Email:dearborn@greenwichwealth.com
Michael J. Freeburg
Managing Partner
Credentials: Chartered SRI CounselorTM
Certificate in Blockchain and Digital Assets®
UniFi by CAIA - Alternative Investments Certificate
Why Statement: In the wake of personal adversity, including the loss of my father at 16 and my mother at 22, I was left to navigate a complex financial landscape with my two sisters, one of whom has Down syndrome. I chose a career in wealth management, motivated by the profound difference a trusted financial advisor can make. Beyond financial gains, my aim is to simplify the complexities of financial markets, investing and planning, allowing clients to focus on their lives' most important aspects. Through empathy and expertise, I'm committed to guiding individuals and families through their financial journeys with confidence.
Hobbies: When I'm not navigating the thrilling world of wealth management, you'll find me attempting to play tennis. I'm an aspiring wine connoisseur, which, frankly, is a fancy way of saying I enjoy a good glass of wine after surviving bedtime stories for three little ones who believe sleep is for the weak. In essence, my hobbies are a delicate blend of family time, unforced errors, and savoring the peace that comes with a fine wine.
- Phone:203-618-0100
- Email:freeburg@greenwichwealth.com
Daniel J. Sullivan
Partner, Chief Compliance Officer
Credentials: Chartered SRI CounselorTM
Certificate in Blockchain and Digital Assets®
UniFi by CAIA - Alternative Investments Certificate
Why Statement: In the wake of personal adversity, including the loss of my father at 16 and my mother at 22, I was left to navigate a complex financial landscape with my two sisters, one of whom has Down syndrome. I chose a career in wealth management, motivated by the profound difference a trusted financial advisor can make. Beyond financial gains, my aim is to simplify the complexities of financial markets, investing and planning, allowing clients to focus on their lives' most important aspects. Through empathy and expertise, I'm committed to guiding individuals and families through their financial journeys with confidence.
Hobbies: When I'm not navigating the thrilling world of wealth management, you'll find me attempting to play tennis. I'm an aspiring wine connoisseur, which, frankly, is a fancy way of saying I enjoy a good glass of wine after surviving bedtime stories for three little ones who believe sleep is for the weak. In essence, my hobbies are a delicate blend of family time, unforced errors, and savoring the peace that comes with a fine wine.
- Phone:203-618-0103
- Email:sullivan@greenwichwealth.com
Harry E. Figgie IV
Partner, Wealth Advisor
Credentials: Chartered SRI CounselorTM
Certificate in Blockchain and Digital Assets®
UniFi by CAIA - Alternative Investments Certificate
Why Statement: In the wake of personal adversity, including the loss of my father at 16 and my mother at 22, I was left to navigate a complex financial landscape with my two sisters, one of whom has Down syndrome. I chose a career in wealth management, motivated by the profound difference a trusted financial advisor can make. Beyond financial gains, my aim is to simplify the complexities of financial markets, investing and planning, allowing clients to focus on their lives' most important aspects. Through empathy and expertise, I'm committed to guiding individuals and families through their financial journeys with confidence.
Hobbies: When I'm not navigating the thrilling world of wealth management, you'll find me attempting to play tennis. I'm an aspiring wine connoisseur, which, frankly, is a fancy way of saying I enjoy a good glass of wine after surviving bedtime stories for three little ones who believe sleep is for the weak. In essence, my hobbies are a delicate blend of family time, unforced errors, and savoring the peace that comes with a fine wine.
- Phone:203-769-5515
- Email:figgie@greenwichwealth.com
Jackson Kleinert
Partner, Wealth Advisor
Credentials: Chartered SRI CounselorTM
Certificate in Blockchain and Digital Assets®
UniFi by CAIA - Alternative Investments Certificate
Why Statement: In the wake of personal adversity, including the loss of my father at 16 and my mother at 22, I was left to navigate a complex financial landscape with my two sisters, one of whom has Down syndrome. I chose a career in wealth management, motivated by the profound difference a trusted financial advisor can make. Beyond financial gains, my aim is to simplify the complexities of financial markets, investing and planning, allowing clients to focus on their lives' most important aspects. Through empathy and expertise, I'm committed to guiding individuals and families through their financial journeys with confidence.
Hobbies: When I'm not navigating the thrilling world of wealth management, you'll find me attempting to play tennis. I'm an aspiring wine connoisseur, which, frankly, is a fancy way of saying I enjoy a good glass of wine after surviving bedtime stories for three little ones who believe sleep is for the weak. In essence, my hobbies are a delicate blend of family time, unforced errors, and savoring the peace that comes with a fine wine.
- Phone:203-769-5514
- Email:jackson@greenwichwealth.com
Robert S. Longsworth II
Wealth Advisor
Credentials: Chartered SRI CounselorTM
Certificate in Blockchain and Digital Assets®
UniFi by CAIA - Alternative Investments Certificate
Why Statement: In the wake of personal adversity, including the loss of my father at 16 and my mother at 22, I was left to navigate a complex financial landscape with my two sisters, one of whom has Down syndrome. I chose a career in wealth management, motivated by the profound difference a trusted financial advisor can make. Beyond financial gains, my aim is to simplify the complexities of financial markets, investing and planning, allowing clients to focus on their lives' most important aspects. Through empathy and expertise, I'm committed to guiding individuals and families through their financial journeys with confidence.
Hobbies: When I'm not navigating the thrilling world of wealth management, you'll find me attempting to play tennis. I'm an aspiring wine connoisseur, which, frankly, is a fancy way of saying I enjoy a good glass of wine after surviving bedtime stories for three little ones who believe sleep is for the weak. In essence, my hobbies are a delicate blend of family time, unforced errors, and savoring the peace that comes with a fine wine.
- Phone:203-618-0105
- Email:rob@greenwichwealth.com
Vahan Janjigian
Chief Investment Officer
Credentials: Chartered SRI CounselorTM
Certificate in Blockchain and Digital Assets®
UniFi by CAIA - Alternative Investments Certificate
Why Statement: In the wake of personal adversity, including the loss of my father at 16 and my mother at 22, I was left to navigate a complex financial landscape with my two sisters, one of whom has Down syndrome. I chose a career in wealth management, motivated by the profound difference a trusted financial advisor can make. Beyond financial gains, my aim is to simplify the complexities of financial markets, investing and planning, allowing clients to focus on their lives' most important aspects. Through empathy and expertise, I'm committed to guiding individuals and families through their financial journeys with confidence.
Hobbies: When I'm not navigating the thrilling world of wealth management, you'll find me attempting to play tennis. I'm an aspiring wine connoisseur, which, frankly, is a fancy way of saying I enjoy a good glass of wine after surviving bedtime stories for three little ones who believe sleep is for the weak. In essence, my hobbies are a delicate blend of family time, unforced errors, and savoring the peace that comes with a fine wine.
- Phone:203-618-0104
- Email:vahan@greenwichwealth.com
Paul J. Lynch
Senior Wealth Advisor
Credentials: Chartered SRI CounselorTM
Certificate in Blockchain and Digital Assets®
UniFi by CAIA - Alternative Investments Certificate
Why Statement: In the wake of personal adversity, including the loss of my father at 16 and my mother at 22, I was left to navigate a complex financial landscape with my two sisters, one of whom has Down syndrome. I chose a career in wealth management, motivated by the profound difference a trusted financial advisor can make. Beyond financial gains, my aim is to simplify the complexities of financial markets, investing and planning, allowing clients to focus on their lives' most important aspects. Through empathy and expertise, I'm committed to guiding individuals and families through their financial journeys with confidence.
Hobbies: When I'm not navigating the thrilling world of wealth management, you'll find me attempting to play tennis. I'm an aspiring wine connoisseur, which, frankly, is a fancy way of saying I enjoy a good glass of wine after surviving bedtime stories for three little ones who believe sleep is for the weak. In essence, my hobbies are a delicate blend of family time, unforced errors, and savoring the peace that comes with a fine wine.
- Phone:203-618-0107
- Email:plynch@greenwichwealth.com
F. Jason Gilbride III
Wealth Advisor
F. Jason Gilbride III
Wealth Advisor
Credentials: Chartered SRI CounselorTM
Certificate in Blockchain and Digital Assets®
UniFi by CAIA - Alternative Investments Certificate
Why Statement: In the wake of personal adversity, including the loss of my father at 16 and my mother at 22, I was left to navigate a complex financial landscape with my two sisters, one of whom has Down syndrome. I chose a career in wealth management, motivated by the profound difference a trusted financial advisor can make. Beyond financial gains, my aim is to simplify the complexities of financial markets, investing and planning, allowing clients to focus on their lives' most important aspects. Through empathy and expertise, I'm committed to guiding individuals and families through their financial journeys with confidence.
Hobbies: When I'm not navigating the thrilling world of wealth management, you'll find me attempting to play tennis. I'm an aspiring wine connoisseur, which, frankly, is a fancy way of saying I enjoy a good glass of wine after surviving bedtime stories for three little ones who believe sleep is for the weak. In essence, my hobbies are a delicate blend of family time, unforced errors, and savoring the peace that comes with a fine wine.
- Phone:203-992-1304
- Email:gilbride@greenwichwealth.com
Charles W. Tricomi, Jr.
Wealth Advisor
Hobbies: When I'm not navigating the thrilling world of wealth management, you'll find me attempting to play tennis. I'm an aspiring wine connoisseur, which, frankly, is a fancy way of saying I enjoy a good glass of wine after surviving bedtime stories for three little ones who believe sleep is for the weak. In essence, my hobbies are a delicate blend of family time, unforced errors, and savoring the peace that comes with a fine wine.
Credentials: Chartered SRI CounselorTM
Education: Bachelor of Science (B.S.), Finance, Fairfield University Certificate in Blockchain and Digital Assets®
UniFi by CAIA - Alternative Investments Certificate
- Phone:203-349-2700
- Email:charlie@greenwichwealth.com
Bryce Dearborn
Associate
Credentials: Chartered SRI CounselorTM
Certificate in Blockchain and Digital Assets®
UniFi by CAIA - Alternative Investments Certificate
Why Statement: In the wake of personal adversity, including the loss of my father at 16 and my mother at 22, I was left to navigate a complex financial landscape with my two sisters, one of whom has Down syndrome. I chose a career in wealth management, motivated by the profound difference a trusted financial advisor can make. Beyond financial gains, my aim is to simplify the complexities of financial markets, investing and planning, allowing clients to focus on their lives' most important aspects. Through empathy and expertise, I'm committed to guiding individuals and families through their financial journeys with confidence.
Hobbies: When I'm not navigating the thrilling world of wealth management, you'll find me attempting to play tennis. I'm an aspiring wine connoisseur, which, frankly, is a fancy way of saying I enjoy a good glass of wine after surviving bedtime stories for three little ones who believe sleep is for the weak. In essence, my hobbies are a delicate blend of family time, unforced errors, and savoring the peace that comes with a fine wine.
- Phone:203-992-1302
- Email:dearborn@greenwichwealth.com
Our Values
We believe that enduring relationships are built on personal interactions characterized by frequent communication and attentive engagement. Client goals and circumstances differ, but Greenwich Wealth Management’s attention to detail, open communication, and commitment to personalized service never do.
With over 100 years of investment experience and entrepreneurial resourcefulness, our team applies its deep well of knowledge when clients present unique or complex financial goals.
We believe that transparency is a basic principle in keeping clients informed, secure in their decisions, and trusting of their Advisors’ commitment to their best interests.
Greenwich Wealth Management Advisors consistently demonstrate sincerity in all actions, while advocating for clients and stewarding their best interests.
We understand the inherent complexities and nuances of each family’s unique circumstances. We operate as a high-performing team of Advisors who prioritize supportive relationships to foster a sense of unity across generations.