# GLOBAL PORTFOLIO STRATEGIES, INC.

GLOBAL PORTFOLIO STRATEGIES, INC. of HARTFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 105812
- Type: SEC-registered investment adviser
- SEC file number: 801-16664
- Location: 280 TRUMBULL STREET, HARTFORD, CT, 06103
- Phone: 860-534-7790
- Latest filing: 2022-06-21
- Regulatory AUM: $1.7B
- Discretionary AUM: $913.6M
- Non-discretionary AUM: $781.8M
- Clients: 32
- Accounts: 285

## Officers, owners & control persons (79)

_Showing 25 of 79 people._

| Name | Role | Location |
| --- | --- | --- |
| BURNS TIMOTHY CLIFFORD | VICE PRESIDENT | — |
| KIM JOHN YONG | DIRECTOR | — |
| PALMS GEORGE L | PRESIDENT; PRESIDENT AND DIRECTOR | — |
| SLEYSTER SCOTT GARRETT | DIRECTOR | — |
| CHAPLIN C EDWARD | TREASURER | — |
| WALDECK GEORGE PHILLIP | DIRECTOR | — |
| LALOR KEVIN M | DIRECTOR | — |
| WIELER STEVEN EDWARD | FUNCTIONS AS CHIEF LEGAL OFFICER | — |
| OCONNOR JAMES MICHAEL | DIRECTOR | — |
| MARCKS CHRISTINE CANNON | DIRECTOR | — |
| LAZARUS ANTOINETTE CECILIA | CHIEF COMPLIANCE OFFICER | — |
| FLEURANT JOHN THOMAS | DIRECTOR AND CHIEF FINANCIAL OFFICER | — |
| FORDE RICHARD HYDE | PRESIDENT & DIRECTOR; VICE PRESIDENT & DIRECTOR | — |
| WEINMAN JEFFREY MARTIN | TREASURER | — |
| HESS JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| JOHNSON BRETT D | DIRECTOR; DIRECTOR AND VICE PRESIDENT | — |
| ZARELLI MICHAEL ROBERT | DIRECTOR | — |
| WIELER STEVEN | FUNCTIONS AS CHIEF LEGAL OFFICER | — |
| JETT MEDINA KATURA | CHIEF COMPLIANCE OFFICER | — |
| DESMARAIS PAUL GUY | TRUSTEE | — |
| MELLO CARLOS ROBERT | DIRECTOR | — |
| MCELYNN ANTHONY LAWRENCE | CHIEF COMPLIANCE OFFICER | — |
| JONES THOMAS CHESTER | DIRECTOR | — |
| WALKER JEAN HELENE | DIRECTOR | — |
| ALBERT HAROLD WILLIAM | PRINCIPAL LEGAL COUNSEL & DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105812/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105812/similar
- Related entities: https://search.stillhousedata.com/firm/105812/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105812

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.