# Greensledge Advisors

Greensledge Advisors is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** greensledgeadvisors.com

## Regulatory record

- **CRD number:** 305341
- **SEC file number:** 801-117420
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305341

## About

GreensLedge is a premier global investment banking and advisory firm. It identifies as more than just investment bankers, advisors, or capital raisers, describing itself as problem solvers who deliver client-focused solutions drawn from diverse backgrounds and perspectives. The firm offers services including capital markets, liability management and ratings advisory, M&A and corporate advisory, and fundraising. GreensLedge has been acquired by Raymond James.

## Sectors

- Private Equity
- Real Estate
- Venture Capital

## People

- Lesley Goldwasser — Senior Managing Director
- James B. Kane — CFA, Senior Managing Director
- Ken Wormser — Senior Managing Director
- Brian S. Zeitlin — Senior Managing Director
- Merrill Barlow — CFA, Managing Director
- Justin Brizuela — Managing Director
- Mark David — Managing Director
- William Fischer — Managing Director
- David Goldfinger — Managing Director
- Eyh Young Kim — Managing Director
- Ninat Lekagul — Managing Director
- Doug Lipton — Managing Director
- Michael Magaldi — CFA, Managing Director
- Gaurav Malhotra — Managing Director
- Jason Mandel — Managing Director
- Michelle Cao Moore — Managing Director
- Iku Nishino — Managing Director
- Janeen Petrus — Managing Director
- Mitchell Spector — Managing Director
- Steve Weinreich — Managing Director
- Renee Kroner — Director
- Vivek Manjunath — Director
- Emmett O'Brien — Director
- Jonise Brevil — Vice President
- Joshua Carruthers — Vice President

## Related profiles

- [Greenstone Wealth Management](https://altss.com/profile/greenstone-wealth-management)
- [ARTHURS WEALTH MANAGEMENT](https://altss.com/profile/arthurs-wealth-management)

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Last updated: 2026-08-11T15:06:57.816Z

Canonical page: https://altss.com/profile/greensledge-advisors-llc

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