What departments does PTS Asset Management have?

PTS Asset Management has employees across 3 departments including Operations, Sales, Analytics.

What is the largest department at PTS Asset Management?

The largest department at PTS Asset Management is Operations with 3 employees.

Where are PTS Asset Management employees located globally?

PTS Asset Management has employees across 1 continents and 1 countries including United States Of America.

How has PTS Asset Management's team size changed over time?

PTS Asset Management's team has decreased from approximately 6 to 4 employees based on available data.

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.

PTS Asset Management Global Highlights

North America
13

United States Of America
13

PTS Asset Management's Leadership

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

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

W. F. W.
Partner
Mobile Phone
Email
United StatesConnecticut
Apr 17, 2026
H. W.
Director Of Operations
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
C. S.
National Sales Manager
Mobile Phone
Email
United StatesSouth Carolina
Oct 23, 2024
M. K.
Fixed Income Analyst
Mobile Phone
Email
United States
Oct 22, 2024
W. B.
Operations/IT Specialist
Mobile Phone
Email
United StatesConnecticut
Jul 09, 2024
C. B.
Operations
Mobile Phone
Email
United StatesConnecticut
May 29, 2026
A. I.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
J. P.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is PTS Asset Management known for?

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

+1-203-234-****

. Explore PTS Asset Management's company overview page for more information.

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

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?

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?

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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PTS Asset Management Employee Directory

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