Saugatuck Financial Employee Directory

Saugatuck Financial corporate office is located in 274 Riverside Ave Ste 4, Westport, Connecticut, 06880, United States and has 1-10 employees.

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Saugatuck Financial Global Presence

Location	People at location
North America	1-10

Key Employees of Saugatuck Financial

JH
James Hastings
Chief Financial Officer
PhoneEmail
PhoneEmail
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Index of contact profiles from Saugatuck Financial

Hundreds of professionals searching for Saugatuck Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

LA
Luke Andriuk
Email Direct
Director, Investments
United States , Connecticut , Westport

JH
James Hastings
Email Direct
Chief Financial Officer
United States , Connecticut , Westport

LG
Laura Godoy
Email Direct
Investment Operations Associate
United States , Connecticut , Westport

KP
Koy Price
Email Direct
Wealth Management Associate
United States , Connecticut , Westport

GB
Gregory Bambach
Email Direct
Financial Advisor
United States , Connecticut , Westport

CP
Clarissa Patton
Email Direct
Financial Planning Analyst
United States , Connecticut , Westport

LT
Laurie Trepel
Email Direct
Insurance Operations Associate
United States , Connecticut , Westport

BM
Brittany Maltby
Email Direct
Wealth Management Advisor
United States , Connecticut , Westport

KY
Kayla Yelensky
Email Direct
Wealth Management Associate & Advisor
United States , Connecticut , Westport

Former Employees at Saugatuck Financial

Explore people who held key positions, contributed to Saugatuck Financial's success, and advanced their careers.

Christian Zepeda

Sales Operations Analy... at Aetna

Worked as Client Services Associate

at Saugatuck Financial (2020-2020)

Direct

Joshua Horowitz

Chief of Staff at EverPass Media

Worked as Wealth Management Advisor

at Saugatuck Financial (2022-2023)

Direct

Christy Charise

Founder & Chief Execut... at Strategic Advisor

Worked as Founding Partner and CGO

at Saugatuck Financial (2024-2026)

Direct

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Wealth Advisor at MJP Associates

Worked as Certified Financial Planner

at Saugatuck Financial (2015-2021)

Direct

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Branch Operations Admi... at Merit Financial Adviso...

Worked as Marketing and Business Development Consultant

at Saugatuck Financial (2024-2024)

Direct

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Associate Director at Clear Street

Worked as Spring Intern

at Saugatuck Financial (2018-2018)

Direct

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Frequently Asked Questions Regarding Saugatuck Financial Employees

How many employees does Saugatuck Financial have?

Saugatuck Financial has 1-10 employees

Who are Saugatuck Financial key employees?

Some of Saugatuck Financial key employees are James Hastings

Where is Saugatuck Financial located?

Saugatuck Financial’s headquarters are located at 274 Riverside Ave Ste 4, Westport, Connecticut, 06880, United States

How do I contact Saugatuck Financial?

Saugatuck Financial Contact Info: Phone number: (203) 221-5275 Website: www.saugatuck-financial.com

What does Saugatuck Financial do?

Saugatuck Financial, an office of Northwestern Mutual located in Westport, CT, specializes in creating and implementing comprehensive financial plans for clients. Their services include risk management, wealth management, tax strategies, estate planning, and retirement income distribution planning. The firm is dedicated to providing tailored strate... Read More

Is Saugatuck Financial a public company?

Saugatuck Financial is private company therefore does not currently have an official ticker symbol

See more information about Saugatuck Financial Employees