| Date | Description |
|---|
| 2024-04-14 |
delete person Beth Devino |
| 2024-03-13 |
delete person Claudia J. Jacques-Soto |
| 2024-03-13 |
delete person Goldy Singh |
| 2024-03-13 |
delete person Jessica Dodge |
| 2024-03-13 |
delete person Nicholas Renzi |
| 2024-03-13 |
delete person Walker Lohrey |
| 2024-03-13 |
insert person Alec Rosen |
| 2024-03-13 |
insert person Jack Rose |
| 2024-03-13 |
insert person Jennie Lynn Shen |
| 2024-03-13 |
insert person Katelyn Marien |
| 2024-03-13 |
insert person Rachel Jase |
| 2024-03-13 |
update person_description Jenna Isleib => Jenna Isleib |
| 2024-03-13 |
update person_description John J. Shanley => John Shanley |
| 2024-03-13 |
update person_description Matt Bonvicini => Matt Bonvicini |
| 2024-03-13 |
update person_title Christopher Winkel: Analyst => Member of the CTWM Investment Committee; Financial Advisor |
| 2024-03-13 |
update person_title Jenna Isleib: Analyst => Financial Advisor |
| 2024-03-13 |
update person_title Kevin C. Leahy: CFP® President & CEO, CPA / CFP; Member of the Connecticut Society of Certified Public Accountants => CFP; Member of the Connecticut Society of Certified Public Accountants |
| 2024-03-13 |
update person_title Martha P. Hardison: Senior Financial Advisor => Managing Advisor |
| 2024-03-13 |
update person_title Matt Bonvicini: Analyst => Financial Advisor |
| 2024-03-13 |
update person_title Megan Cooney-Smith: Content Marketing Specialist => Marketing Manager |
| 2024-03-13 |
update person_title Meredith Pickett: Client Service Specialist => Senior Client Service Specialist |
| 2024-03-13 |
update person_title Shannon DeLorso: Accounting Coordinator => Accounting Manager |
| 2023-09-22 |
delete cmo Steve McLoughlin |
| 2023-09-22 |
delete person Steve McLoughlin |
| 2023-09-22 |
insert person Jo Ann Keller |
| 2023-09-22 |
insert person Niko Ford |
| 2023-09-22 |
insert person Rudolph Melk |
| 2023-08-20 |
delete person Taylor King |
| 2023-08-20 |
insert person Mia Servidone |
| 2023-08-20 |
insert person Rachel Puleo |
| 2023-07-17 |
delete person Erynn T. Ludemann |
| 2023-07-17 |
insert person Charles L. Olson |
| 2023-07-17 |
insert person Jake Woznyk |
| 2023-07-17 |
update person_title Alex Romejko: Financial Analyst => Analyst |
| 2023-07-17 |
update person_title Christopher Winkel: Financial Analyst => Analyst |
| 2023-07-17 |
update person_title Jenna Isleib: Financial Analyst => Analyst |
| 2023-07-17 |
update person_title Matt Bonvicini: Financial Analyst => Analyst |
| 2023-07-17 |
update person_title Susan Grayson: Partner => Partner & Managing Advisor |
| 2023-07-17 |
update person_title Walker Lohrey: Financial Analyst => Analyst |
| 2023-04-23 |
insert person Daniela Stringa |
| 2023-04-23 |
insert person Josh Sweeney |
| 2023-04-23 |
update person_description Melissa Frechette => Melissa Frechette |
| 2023-04-23 |
update person_title Denis M. Horrigan: Member of the Board of Directors of the Hartford Youth Scholars; Co - Founder; Partner => Co - Founder; Partner |
| 2023-03-23 |
insert person E. Patrick Logue |
| 2023-03-23 |
insert person Goldy Singh |
| 2023-03-23 |
update person_description Dan Ballou => Dan Ballou |
| 2023-02-19 |
delete person Laura M. Sundquist |
| 2023-02-19 |
insert person Alex Romejko |
| 2023-02-19 |
insert person Brendan Fitzgerald |
| 2023-02-19 |
insert person Susan Grayson |
| 2023-01-18 |
delete person Daria Haaser |
| 2023-01-18 |
update person_description Cyndy Borenstein => Cyndy Borenstein |
| 2023-01-18 |
update person_description Kevin Briganti => Kevin Briganti |
| 2023-01-18 |
update person_description Michael D. Fernandes => Michael D. Fernandes |
| 2023-01-18 |
update person_title Cyndy Borenstein: Client Service Specialist => Senior Client Service Specialist |
| 2023-01-18 |
update person_title Dan Ballou: Senior Financial Advisor at Connecticut Wealth Management => Managing Advisor at Connecticut Wealth Management |
| 2023-01-18 |
update person_title Eric Natale: Portfolio & Business Analyst => Senior Business Strategist |
| 2023-01-18 |
update person_title Erynn T. Ludemann: Client Development Specialist => Client Development Manager |
| 2023-01-18 |
update person_title Kevin Briganti: Financial Analyst => Financial Advisor |
| 2023-01-18 |
update person_title Lauren DellaFera: Client Service Specialist; Leader => Leader; Senior Client Service Specialist |
| 2023-01-18 |
update person_title Melissa Frechette: Client Service Specialist & Manager of Compliance => Operations Manager & Manager of Compliance |
| 2023-01-18 |
update person_title Michael D. Fernandes: Senior Financial Advisor at Connecticut Wealth Management => Managing Advisor at Connecticut Wealth Management |
| 2022-12-18 |
insert person Jessica Heyse |
| 2022-06-13 |
insert person Laura M. Sundquist |
| 2022-05-13 |
delete person Kristen Commander |
| 2022-05-13 |
update person_title Martha P. Hardison: Financial Advisor => Senior Financial Advisor |
| 2022-04-12 |
insert person Meredith M. Pickett |
| 2022-03-12 |
insert chro Deborah Hopper |
| 2022-03-12 |
delete person Kishan Makati |
| 2022-03-12 |
insert person Megan Cooney-Smith |
| 2022-03-12 |
insert person Miguel Carneiro |
| 2022-03-12 |
insert person Patrick Sullivan |
| 2022-03-12 |
insert person Walker Lohrey |
| 2022-03-12 |
update person_description Beth Devino => Beth Devino |
| 2022-03-12 |
update person_description Elizabeth A. DeBassio => Elizabeth A. DeBassio |
| 2022-03-12 |
update person_description Emily R. Wood => Emily R. Wood |
| 2022-03-12 |
update person_description Eric Natale => Eric Natale |
| 2022-03-12 |
update person_description Erynn T. Ludemann => Erynn T. Ludemann |
| 2022-03-12 |
update person_title Deborah Hopper: Human Resources Manager => Director of Human Resources |
| 2022-03-12 |
update person_title Eric Natale: Analyst => Portfolio & Business Analyst |
| 2022-03-12 |
update person_title Erynn T. Ludemann: Client Service Specialist => Planning Analyst |
| 2022-03-12 |
update person_title Tanya C. D'Addio: Member of the CTWM Charitable Committee; Director of Firm Culture => Director of Client & Team Experiences; Member of the CTWM Charitable Committee |
| 2022-03-12 |
update person_title Tracy Hains: Leader of First Impressions => Client Relations Specialist |
| 2021-12-13 |
delete person Patrick J. McHale |
| 2021-12-13 |
insert person Ashley Fleming |
| 2021-12-13 |
insert person Christopher J. Winkel |
| 2021-12-13 |
insert person Deborah Hopper |
| 2021-12-13 |
insert person Kishan Makati |
| 2021-12-13 |
insert person Matt Bonvicini |
| 2021-12-13 |
insert person Robin Smith |
| 2021-12-13 |
insert person Shannon E. DeLorso |
| 2021-12-13 |
insert person Tracy Hains |
| 2021-07-13 |
delete person Krystal S. Chambers |
| 2021-07-13 |
insert person Jenna Isleib |
| 2021-06-11 |
delete person Ashley C. Smelser |
| 2021-06-11 |
delete person Tim Ressler |
| 2021-06-11 |
delete person Tyler W. Potts |
| 2021-04-18 |
insert cmo Steve McLoughlin |
| 2021-04-18 |
insert person Steve McLoughlin |
| 2021-02-23 |
insert person Daria Haaser |
| 2021-02-23 |
insert person Tim Ressler |
| 2021-02-23 |
update person_title Dan Ballou: Financial Advisor => Senior Financial Advisor |
| 2021-02-23 |
update person_title Michael D. Fernandes: Financial Advisor => Senior Financial Advisor |
| 2021-01-22 |
delete person Cheryl Mikullitz |
| 2021-01-22 |
insert person Eric Natale |
| 2021-01-22 |
insert person Erynn T. Ludemann |
| 2021-01-22 |
insert person Kevin Briganti |
| 2021-01-22 |
insert person Kristen Commander |
| 2021-01-22 |
insert person Lauren Dellafera |
| 2021-01-22 |
insert person Sam DeBono |
| 2020-10-07 |
insert person Beth Devino |
| 2020-10-07 |
insert person Cyndy Borenstein |
| 2020-10-07 |
insert person Lorraine D. Halibozek |
| 2020-10-07 |
insert person Richard (Rick) Persechino |
| 2020-10-07 |
insert person Tony Disorbo |
| 2020-10-07 |
update person_description Daria Marvasti => Daria Marvasti |
| 2020-10-07 |
update person_description Elizabeth A. DeBassio => Elizabeth A. DeBassio |
| 2020-10-07 |
update person_description Jarrett F. Solomon => Jarrett F. Solomon |
| 2020-10-07 |
update person_description Labib Fasihuddin => Labib Fasihuddin |
| 2020-10-07 |
update person_description Martha P. Hardison => Martha P. Hardison |
| 2020-10-07 |
update person_description Megan Trask => Megan Trask |
| 2020-10-07 |
update person_description Saswati Saha => Saswati Saha |
| 2020-10-07 |
update person_description Tanya C. D'Addio => Tanya C. D'Addio |
| 2020-10-07 |
update person_title Cheryl Mikullitz: Client Services Specialist => Client Service Specialist |
| 2020-10-07 |
update person_title Daria Marvasti: Client Services Specialist => Client Service Specialist; in 2017 As a Client Service Specialist |
| 2020-10-07 |
update person_title Michael D. Fernandes: Staff Member => Financial Advisor |
| 2020-08-09 |
insert person Ashley C. Smelser |
| 2020-08-09 |
insert person Patrick J. McHale |
| 2020-08-09 |
insert person Tyler W. Potts |
| 2020-07-10 |
insert otherexecutives IC Blog Post |
| 2020-07-10 |
insert person IC Blog Post |
| 2020-02-03 |
delete otherexecutives Tanya C. D'Addio |
| 2020-02-03 |
update person_description Tanya C. D'Addio => Tanya C. D'Addio |
| 2020-02-03 |
update person_title Kimberly J. Lockwood: Client Services Specialist => Senior Client Service Specialist |
| 2020-02-03 |
update person_title Labib Fasihuddin: Associate; Member of the UConn Hartford Alumni Network; Financial Advisor; in 2017 As an Associate Financial Advisor => Member of the UConn Hartford Alumni Network |
| 2020-02-03 |
update person_title Melissa Frechette: Client Services Specialist => Client Service Specialist & Manager of Compliance |
| 2020-02-03 |
update person_title Saswati Saha: Client Services Specialist => Planning Analyst |
| 2020-02-03 |
update person_title Tanya C. D'Addio: Director => Director of Firm Culture |
| 2020-01-03 |
update person_description Bichop J. Nawrot => Bichop J. Nawrot |
| 2020-01-03 |
update person_description Daria Marvasti => Daria Marvasti |
| 2020-01-03 |
update person_description Labib Fasihuddin => Labib Fasihuddin |
| 2020-01-03 |
update person_title Denis M. Horrigan: Director on the Board of Hartford Youth Scholars; Partner => Member of the Board of Directors of the Hartford Youth Scholars; Partner |
| 2019-10-03 |
delete person James W. Nixon |
| 2019-10-03 |
insert person Michael D. Fernandes |
| 2019-09-03 |
update person_title Kailee M. Ostroski: Founder and President of the Backyard Theater Ensemble; Financial Advisor => Founder and President of the Backyard Theater Ensemble |
| 2019-07-04 |
insert person Bichop J. Nawrot |
| 2019-07-04 |
insert person Cheryl Mikullitz |
| 2019-07-04 |
insert person Claudia J. Jacques-Soto |
| 2019-07-04 |
insert person Dan Ballou |
| 2019-07-04 |
insert person James W. Nixon |
| 2019-07-04 |
insert person Jennifer D. Barry |
| 2019-07-04 |
insert person Saswati Saha |
| 2019-04-03 |
delete person Tracy L. Leahy |
| 2019-04-03 |
insert person John J. Shanley |
| 2019-04-03 |
insert person Melissa Frechette |
| 2019-04-03 |
update person_title Martha P. Hardison: Financial Planner => Financial Advisor |
| 2018-09-11 |
insert person Emily R. Wood |
| 2017-11-09 |
insert person Labib Fasihuddin |
| 2017-07-26 |
delete person Kailee Donovan |
| 2017-07-26 |
insert person Daria Marvasti |
| 2017-07-26 |
insert person Kailee Ostroski |
| 2017-07-26 |
insert person Megan Trask |
| 2017-07-26 |
update person_description Jarrett F. Solomon => Jarrett F. Solomon |
| 2017-07-26 |
update person_title Denis M. Horrigan: Partner => Director on the Board of Hartford Youth Scholars; Partner |
| 2017-06-24 |
delete person Ryan P. Tuttle |
| 2017-05-10 |
delete person Kayse A. Kress |
| 2017-05-10 |
delete person Monique L. Tardif |
| 2017-05-10 |
update person_description Kevin C. Leahy => Kevin C. Leahy |
| 2017-05-10 |
update person_title Kailee Donovan: Founder and President of the Backyard Theater Ensemble; Junior Financial Advisor; in 2016 As a Junior Financial Advisor => Associate; Founder and President of the Backyard Theater Ensemble; in 2016 As a Junior Financial Advisor; Financial Advisor |
| 2017-05-10 |
update person_title Kevin C. Leahy: CFP® Chief Executive Officer => Member of the Connecticut Society of Certified Public Accountants; CFP® Chief Executive Officer |
| 2016-12-20 |
insert person Burt White |
| 2016-12-20 |
update person_title Kimberly J. Lockwood: Investment Administrator => Client Services Specialist |
| 2016-12-20 |
update person_title Monique L. Tardif: Compliance / IT Manager; Member of the American Business Women 's Association; Member of the Wolcott PTO and Also Volunteers for the Wolcott Police Explorers => Member of the American Business Women 's Association; Client Services Specialist; Member of the Wolcott PTO and Also Volunteers for the Wolcott Police Explorers |
| 2016-10-15 |
insert person Kailee Donovan |
| 2016-03-26 |
update person_title Kathleen M. Christensen: Member of the American Institute of Certified => Member of the American Institute of Certified Public Accountants |
| 2015-12-04 |
delete otherexecutives Patricia M. Kane |
| 2015-12-04 |
delete person Patricia M. Kane |
| 2015-10-14 |
delete person Nicholas P. Oliveri |
| 2015-04-10 |
insert person Krystal S. Chambers |
| 2015-04-10 |
insert person Nicholas P. Oliveri |
| 2014-05-16 |
update person_title Kayse A. Kress: Member of the Financial Planning; Senior Financial Advisor at Connecticut Wealth Management => Member of the Financial Planning Association of CT Valley; Member of the Investments Committee for the Chrysalis Center |
| 2014-04-11 |
update person_title Patricia M. Kane: Director at Connecticut Wealth Management; Member of the College Club of Hartford => Director at Connecticut Wealth Management; President of the College Club of Hartford |
| 2013-07-13 |
insert person Elizabeth A. DeBassio |
| 2013-07-13 |
insert person Kathleen M. Christensen |
| 2013-07-13 |
insert person Kimberly J. Lockwood |
| 2013-07-13 |
insert person Michael A. Tedone |
| 2013-05-26 |
update person_title Monique L. Tardif: Compliance / Information Technology Manager; Staff Member; Member of the American Business Women 's Association => Member of the Wolcott PTO and Also Volunteers for the Wolcott Police Explorers; Staff Member; Member of the American Business Women 's Association |