Helping Our Communities

Charging the face of investing, once community at a time, We have a deep and long-standing commitment to
building stronger communities and improving the lives of our clients, and the generation to follow.

Private Wealth Management

Custom-tailored investment solutions for high-net-worth individuals, those who are accumulating wealth and everyone in between.

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Investment Banking

Innovative, customized and flexible financing solutions to help nonprofit and for profit organizations, and the communities they serve, grow and deliver positive, transformative change.

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Institutional Sales & Services

Access to a full range of investment-grade and high yield securities for individuals, institutions, and registered investment advisors (RIAs).

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Research & Analysis

In-depth qualitative and quantitative insight, sector outlooks and actionable ideas for institutional and individual investors.

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Highlighted Offerings

Tax Exempt
Municipal Bond

CT State Special Tax Ob.
Revenue Bonds

1.974%

09/01/2025
Par Call Date

5.00%
Coupon

3.309%
Yield to Maturity
09/01/2034

$119.974
Priced to the 9/01/2025
Par Call Date

Tax Exempt
Municipal Bond

MA State DFA
Newbridge on the Charles Rev. Bonds

1.974%

09/01/2025
Par Call Date

5.00%
Coupon

4.353%
Yield to Maturity
10/01/2034

$111.982
Priced to the 9/01/2025
Par Call Date

Tax Exempt
Municipal Bond

CT State Special Tax Ob.
Revenue Bonds

1.974%

09/01/2025
Par Call Date

5.00%
Coupon

3.309%
Yield to Maturity
09/01/2034

$119.974
Priced to the 9/01/2025
Par Call Date