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PTS Asset Management Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

PTS Asset Management, based in North Haven, Connecticut, is a smaller SEC-registered investment advisor established in 1990 that serves high net worth individuals, families, institutions, and non-profit organizations. The firm concentrates on reducing investment risk and blends asset allocation with proactive asset management to help clients navigate both rising and declining markets.

The founding partners bring nearly 80 years of combined investment experience. In the financial services industry, the firm pursues a dual mission to generate returns in rising markets while preserving capital in downturns for its diverse client base.

Find PTS Asset Management employees' phone numbers or email addresses

PTS Asset Management Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

PTS Asset Management's Leadership

  • Partner at PTS Asset Management
    W. F. W.
    Partner
    Mobile Phone
  • Director Of Operations at PTS Asset Management
    H. W.
    Director Of Operations
    Mobile Phone
  • National Sales Manager at PTS Asset Management
    C. S.
    National Sales Manager
    Mobile Phone
  • Fixed Income Analyst at PTS Asset Management
    M. K.
    Fixed Income Analyst
    Mobile Phone
  • Operations/IT Specialist at PTS Asset Management
    W. B.
    Operations/IT Specialist
    Mobile Phone
  • Operations at PTS Asset Management
    C. B.
    Operations
    Mobile Phone
  • Employee at PTS Asset Management
    A. I.
    Mobile Phone
  • Employee at PTS Asset Management
    J. P.
    Mobile Phone

PTS Asset Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from PTS Asset Management

Name
Title
Contact
Location
Last Update
  • Partner at PTS Asset Management
    W. F. W.
    Partner
    Mobile Phone
    United States, Connecticut
    Apr 17, 2026
  • Director Of Operations at PTS Asset Management
    H. W.
    Director Of Operations
    Mobile Phone
    UNITED STATES
    Jul 07, 2024
  • National Sales Manager at PTS Asset Management
    C. S.
    National Sales Manager
    Mobile Phone
    United States, South Carolina
    Oct 23, 2024
  • Fixed Income Analyst at PTS Asset Management
    M. K.
    Fixed Income Analyst
    Mobile Phone
    United States
    Oct 22, 2024
  • Operations/IT Specialist at PTS Asset Management
    W. B.
    Operations/IT Specialist
    Mobile Phone
    United States, Connecticut
    Jul 09, 2024
  • Operations at PTS Asset Management
    C. B.
    Operations
    Mobile Phone
    United States, Connecticut
    May 29, 2026
  • Employee at PTS Asset Management
    A. I.
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Employee at PTS Asset Management
    J. P.
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is PTS Asset Management known for?

Minus sign iconPlus sign iconPTS Asset Management operates in the Financial Services industry. You can contact PTS Asset Management's main corporate office by phone at
+1-203-234-****
. Explore PTS Asset Management's company overview page for more information.

What is PTS Asset Management's most common email format?

Minus sign iconPlus sign iconPTS Asset Management employees' email format typically follows the pattern of LFirst@ptsmanagement.com. Trying to find reliable and up-to-date employee contact data? Find more PTS Asset Management email formats with LeadIQ.

How many employees does PTS Asset Management have currently?

Minus sign iconPlus sign iconPTS Asset Management has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are PTS Asset Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, PTS Asset Management's key employees include:

  • Partner: W. F. W.
  • Director Of Operations: H. W.
  • National Sales Manager: C. S.
  • Fixed Income Analyst: M. K.
  • Operations/IT Specialist: W. B.

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