New Haven-based Wooster Square Advisors doesn’t disclose its assets under management, but the firm is growing. It expanded in March with the launch of a sister business, Wooster Square Partners. The new business, led by Managing Partner Francis McGrail, focuses on strategic management of advisors. Wooster Square Advisors Managing Partner Brett Amendola said he considers […]
New Haven-based Wooster Square Advisors doesn’t disclose its assets under management, but the firm is growing.
It expanded in March with the launch of a sister business, Wooster Square Partners.
The new business, led by Managing Partner Francis McGrail, focuses on strategic management of advisors.
Wooster Square Advisors Managing Partner Brett Amendola said he considers McGrail a longtime mentor and coach. The two met working at UBS about 30 years ago.
Through Wooster Square Partners, other advisors and teams forge revenue-sharing agreements with Wooster Square, allowing them to tap into Wooster Square’s resources.
Wooster Square helps other firms “increase productivity, expand their referability and manage business complexities,” Amendola said.
“We’re finding that other advisors want to affiliate with us, but maybe didn’t necessarily want, or we didn’t want them necessarily, to join the Wooster Square Advisors team,” Amendola said.
