Meet Your Team at The Dowling Group
You have high standards, and so do we. Our principals have been living and working here in Greenwich for decades. We are proud to live here and to help our neighbors succeed.
As our company has grown since 1979, we've been careful to hire only those special people who go beyond having solid credentials and strong moral character; quite simply, they are people you'll be comfortable talking to about anything. We honor them with great benefits, education opportunities, profit sharing, and equity potential. We want them to succeed just as much as we want you to.
We're extremely proud to reveal that our client retention rate is over 99%. What can we do for you?» I'm Interested
Founder and Chairman
Joe has over 40 years of experience in Tax, Investment Advisory and Wealth Management. Since 1979, he has worked with affluent families and business owners to develop and implement advanced income and estate tax planning strategies, prepare income tax returns, and administer trusts and estates. Joe is a licensed Certified Public Accountant in Connecticut and New Jersey. He serves as trustee and executor to Dowling Group clients and CEO to The Dowling Group. » Read more...
Sean is the second generation of the Dowling Group Wealth Management. He has been named a Top Wealth Manager of Westchester County in 2013, 2014, and 2015 by Westchester Magazine. He has over ten years’ experience in Wealth, Tax and Investment Advisory services. During his time with the Dowling Group, Sean has worked with families and business owners in Greenwich seeking personalized and effective wealth management programs. As a Certified Financial Planner™ professional and licensed investment advisor representative registered with the Securities and Exchange Commission (SEC), Sean serves as a fiduciary to all Dowling Group clients. » Read more...
Michael is the Vice President of the Wealth Management division at The Dowling Group. He is a Certified Financial Planner™ professional, having completed the Financial Planning Certificate Program at NYU in 2013. Michael specializes in Financial Planning, Tax Planning and Investment Management, and is also an appointed Notary Public. » Read more...
Taryn M. Porzio
Senior Tax Manager,
Tax & Accounting
Taryn counsels clients in a full range of tax matters, including tax controversy, multistate and estate tax planning and structuring, policy matters, and complex transactions. She works extensively in tax compliance involving income and franchise tax, payroll tax, sales and use tax, and property taxes. She has addressed audiences at conferences, seminars, and webinars on the constitutional issues of state and local taxation. She is a member of the State Bar of Connecticut and is admitted to practice before the Connecticut superior courts and the Connecticut Supreme Court. Taryn received her B.A. from the University of Connecticut and her J.D.(emphasis on taxation), magna cum laude, from Quinnipiac University School of Law.
The Dowling Group
Marta was born in Ukraine and immigrated to the United States with her family in 2001. She recently graduated from the University of Connecticut with a Bachelor’s of Science in Business Administration and is a member of Alpha Lambda Delta, a national academic honor society. Before joining The Dowling Group as an office administrator in July 2016, she worked at IBM and Wells Fargo. Marta and her husband are actively involved in the Ukrainian community in Stamford, Connecticut.
Chris joined the Dowling Group in 2015 after completing a three month internship program with the firm and is currently a Junior Analyst in the Wealth Management division. He is a licensed Investment Adviser Representative specializing in investment management and operational support.
Chris holds a BA in Economics from the University of Connecticut, from which he graduated cum laude in 2014. He is a Level II Candidate in the CFA Program and will sit for the exam in 2017.
We're confident you'll love working with us. Let's start discussing your next steps.» Let's Talk