Charles W Tricomi

Current Employers

Employment History

• 04/2021 → 02/2022
  Crestwood Advisors Group Llc
  Boston, MA
• 04/2014 → 03/2021
  Bny Mellon Wealth Management
  Greenwich, CT
• 05/2024 → Present
  Greeniwch Wealth Management, Llc
  Greenwich, CT
• 03/2022 → 04/2024
  Green Americas Energy
  East Burke, VT

Previous Registrations

• 2021-04-08 → 2022-02-04
  Crestwood Advisors
  Darien, CT

Other Businesses

Sotheby's International Realty Not investment-related 1 Pickwick Plaza, Greenwich, CT 06830 Residential real estate buying/selling agent Real Estate Advisor 2/5/24 start date 20 hours/month during non-market hours Real Estate Salesperson - Independent Contractor Advise residential real estate clients with buying/selling properties Organization: Call-A-Ride of Greenwich, Inc. (501(c)(3) charitable organization) Position: Treasurer, Trustee, and Officer Nature of Activity: Treasurer of Call-A-Ride of Greenwich, a tax-exempt charitable organization providing transportation services to senior citizens. Subject to the direction of the Board of Trustees, responsibilities include oversight of the organization's financial affairs, maintaining accurate books and records, preparing and presenting financial reports to the Board, and overseeing the organization's investment portfolio. Investment-Related: Yes. Oversight of the organization's investment portfolio. Start Date: June 2026 Business Address: Call-A-Ride of Greenwich c/o First Presbyterian Church of Greenwich 1 West Putnam Avenue Greenwich, CT 06830 Time Devoted: Approximately 3 hours per month Compensation: None

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-27

Designations

Other Names

• Charles Tricomi