PTS Asset Management Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

PTS Asset Management is an SEC Registered Investment Advisor established in 1990. Our founding Partners have almost 80 years of investment experience. We specialize in reducing the risks associated with investing. PTS provides our management to high net worth individuals, families, institutions, and non profit organizations. PTS pioneered the blending of two risk reduction techniques: the proven method of asset allocation, combined with the discipline of pro-active asset management. Our dual mission statement is to: Make Money in Rising Markets Preserve in Declining Markets

Find PTS Asset Management employees' phone numbers or email addresses

PTS Asset Management Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

PTS Asset Management's Leadership

  • Stylized image of a person
    W. F. W.
    Partner
    Phone icon
  • Stylized image of a person
    H. W.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    C. S.
    National Sales Manager
    Phone icon
  • Stylized image of a person
    M. K.
    Fixed Income Analyst
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  • Stylized image of a person
    W. B.
    Operations/IT Specialist
    Phone icon
  • Stylized image of a person
    C. B.
    Operations
    Phone icon
  • Stylized image of a person
    A. I.
    Phone icon
  • Stylized image of a person
    J. P.
    Phone icon

PTS Asset Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from PTS Asset Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. F. W.
    Partner
    Phone icon
    United StatesConnecticut
    Mar 24, 2026
  • Stylized image of a person
    H. W.
    Director Of Operations
    Phone icon
    UNITED STATES
    Jul 07, 2024
  • Stylized image of a person
    C. S.
    National Sales Manager
    Phone icon
    United StatesSouth Carolina
    Oct 23, 2024
  • Stylized image of a person
    M. K.
    Fixed Income Analyst
    Phone icon
    United States
    Oct 22, 2024
  • Stylized image of a person
    W. B.
    Operations/IT Specialist
    Phone icon
    United StatesConnecticut
    Jul 09, 2024
  • Stylized image of a person
    C. B.
    Operations
    Phone icon
    United StatesConnecticut
    Jan 28, 2026
  • Stylized image of a person
    A. I.
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    J. P.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is PTS Asset Management known for?

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PTS Asset Management operates in the Financial Services industry. The company's main headquarters is located in North Haven, Connecticut 06473 United States; you can contact the main corporate office by phone at . Explore PTS Asset Management's company overview page for more information.

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

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PTS Asset Management employees' email format typically follows the pattern of . 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?

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PTS Asset Management has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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As of February 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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