The Squellati Group

Institutional Expertise With a Boutique Level of Service

The Squellati Group serves the wealth management needs of individuals, families and corporate executives of substantial wealth, and also provides investment banking introductions for corporate executives and their operating companies. Our areas of focus include asset allocation strategies, concentrated stock management strategies, 10b5-1 plans, corporate cash management, equity, fixed income and alternative investments. We specialize in structuring complex lending solutions for executives in need of liquidity management, as well as providing institutional clients with equity and fixed income trading strategies and support.

Our dedicated professionals take pride in going the extra mile to understand each client's unique needs and providing them with personalized service. Leveraging deep institutional experience and the extensive resources of a global full-service investment firm, we ensure our clients have all of the information, services and support they need to preserve and enhance their wealth.

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