Community Outreach Drives Further Growth at Grey Ledge Advisors

In its first full year with a new location and a new brand, GSB affiliate Grey Ledge Advisors has been actively raising awareness of how its services can support clients on the Connecticut shoreline and beyond.

In 2023, the team at Grey Ledge Advisors expanded its client gatherings by hosting or participating in several successful events. These events kicked off in July, when they partnered with Quattro’s Italian Restaurant in Guilford for an evening of fine food and enlightening conversation with clients, business leaders, and GSB employees. Grey Ledge Advisors joined APEX 2023 in October to discuss its services with leaders in the credit union industry. In November, another gathering at Rose Vineyards in North Branford emphasized the importance of asset management in estate planning.

Expanding its online presence, Grey Ledge Advisors introduced a comprehensive new website in the spring of 2023. The user-friendly site includes information on how the firm can support individual investors and businesses, and provide specialized services to credit unions, non-profits, and veterinary practices. Grey Ledge Advisors also provides clients with helpful financial information through other digital channels, including a blog, podcast, and newsletter.

The team at Grey Ledge Advisors continues to grow, both in size and in stature. The year began with President and CEO Ken Russell Jr. being named to the New Haven Business Journal’s prestigious “Power 25” list. Two client experience administrators — Jack Curran and Alexander Eszterhai — joined the team, along with office manager and executive assistant Lisa Svendberg. These new hires are helping to provide prompt, helpful service to all clients.

Grey Ledge Advisors has settled into its new headquarters at One Park Street on the historic Guilford Green. The firm moved here in January 2023, and has additional locations in Branford and East Haven.