CT WEALTH MANAGEMENT - Key Persons
Alec Rosen brings 15 years of experience in financial planning and wealth management to his position as Director of Growth at Connecticut Wealth Management (CTWM). Alec knows first-hand the impact sound financial advice can have, which is why he has made it his life's mission to connect people with trusted advisors who focus on putting their client's best interest first to help them achieve their life's goals.
At CTWM, Alec is responsible for the firm's merger activity. He serves as the primary point of contact for potential partners and is instrumental in the integration process as new partners join the firm. Alec is hyper-focused on continuing to grow the firm while maintaining CTWM's culture and client experience.
Throughout his career, Alec has worked at notable financial institutions such as Edward Jones, Pioneer Investments, and LPL Financial where he served as a vice president. Prior to joining CTWM, Alec worked for Adviser Investments where he was the founding member of the firm's M&A team and worked on the firm's growth initiatives. Alec has a deep passion for the wealth management industry and excels at helping advisors be their very best.
Education & Certifications
Alec holds a Bachelor of Science in Psychology from Union College. Additionally, he has a certificate in Financial Planning from Boston University. Alec is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Accredited Investment Fiduciary® (AIF®).
Alex Romejko joined the Connecticut Wealth Management team at the beginning of 2023 as a Financial Analyst. In his role, he works closely with advisors on the development of personalized financial plans and investment strategies, while building lasting relationships with clients.
Prior to CTWM, Alex worked for New England Guild Wealth Advisors (the "Guild") where he assisted advisors in all aspects of servicing their clients. Before joining the Guild full-time, he was an intern tasked with the implementation of a CRM for the firm.
Job Titles:
- Client Service Specialist
Ashley Fleming brings 10 years of administrative and project experience to her position as a Client Service Specialist at Connecticut Wealth Management most recently working in education and school counseling. Ashley assists in preparing for client meetings, opening and maintaining accounts and ensuring that clients receive exceptional service.
Prior to joining Connecticut Wealth Management, Ashley worked at Wilbraham Middle School as a school counselor and also spent several years as an Assistant Director of Admissions and the Coordinator of Transfer Recruitment at Hampshire College.
Education
Ashley graduated from The University of Connecticut, Storrs with a Bachelor of Arts degree in Psychology and holds a Master of Education degree from American International College.
Job Titles:
- Senior Financial Advisor at Connecticut Wealth Management
Brendan Fitzgerald is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). He joins the team with over a decade of industry experience, specializing in helping clients who are retired plan for the next chapter of their lives. Brendan finds pride in creating a safe space to broach difficult subjects with his clients that ultimately helps them to move forward and to live out their retirement comfortably.
Before joining CTWM, Brendan served as Investment Operations Manager and a Financial Advisor at New England Guild Wealth Advisors (the "Guild") in Avon. Prior to this, Brendan worked closely with portfolio managers and custodian banks at Wellington Management to fulfill client requests related to billing, reporting, and trade reconciliation. Early on in his career, Brendan helped establish Barclays' first Fixed Income Derivative Operations Team in the United States and specialized in the booking and settlement of interest rate and mortgaged-backed derivative trades.
Education & Certifications
Brendan graduated with an MBA from the Isenberg School of Management at the University of Massachusetts and received his Bachelor of Arts in English from Ithaca College. Brendan is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee.
Job Titles:
- Partner & Managing Advisor
Job Titles:
- Financial Advisor
- Member of the CTWM Investment Committee
Christopher Winkel, CFP® joined the Connecticut Wealth Management team in 2021. As a Financial Advisor, he is responsible for providing exceptional service to clients as well as developing and implementing a comprehensive financial plan and investment strategy.
Chris also serves as a member of the CTWM Investment Committee.
Education
Chris graduated Cum Laude from the University of Connecticut with a Bachelor of Science degree in Finance. He also holds a Master of Financial Risk Management degree from the University of Connecticut Business School. Chris is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee.
While at the University of Connecticut, Chris was a member of the UConn Baseball Team; a 5-year letterman, three-year captain, and Big East Tournament Champion. He also represented UConn Baseball as a four-year member of the Student-Athlete Advisory Committee.
Outside of the office, Chris enjoys spending time with family, friends, and his dogs as well as golfing and fishing. He resides in West Hartford, CT.
Job Titles:
- Senior Client Service Specialist
Cyndy Borenstein brings over 20 years of administrative experience to her position as a Senior Client Service Specialist at Connecticut Wealth Management, LLC. Cyndy works with a team of advisors to provide exceptional and timely client service.
Prior to joining Connecticut Wealth Management, Cyndy was the Chief Administrative Assistant for New England Capital Planners.
Education
Cyndy is a graduate of Bay Path Junior College.
Job Titles:
- Managing Advisor at Connecticut Wealth Management
Dan Ballou is a Managing Advisor at Connecticut Wealth Management (CTWM). In his role, he leads a small advisory team in providing exceptional client service. Dan primarily focuses on developing comprehensive financial plans and investment strategies for multifaceted clients, including business owners, executives, and high-net-worth individuals approaching retirement. His passion for the industry is in helping people to better understand how their financial wellness impacts their life's dreams and how a well-laid-out plan can help them achieve their goals, whether that's retiring early, supporting charitable organizations, or ensuring a smooth transition of wealth to the next generation.
Dan also is an active member of CTWM's Investment Committee, where he collaborates with a team of advisors on researching and selecting investment vehicles and strategies that best align with the firm's approach and the client's best interests. He also serves on the firm's Charitable Outreach Committee.
Originally entering the financial industry through marketing, Dan transitioned into wealth management as a Senior Wealth Management Specialist at Andover, Massachusetts-based Putnam Retail Management. Prior to his role at Putnam, he served as Regional Marketing Director and Senior Regional Marketing Associate, all while regularly earning top marks in peer evaluations for his diverse range of talent and experience.
Education & Certifications
Dan Ballou graduated from the University of Miami, Coral Gables, Florida with a Bachelor of Business Administration. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee.
Dan has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2021-2023); the elite list appearing annually in Connecticut Magazine.
In addition to his charitable work within the firm, Dan serves on the board of directors for the Oak Hill Foundation, an organization he is very passionate about.
Dan resides in Hopkinton with his wife, Shelby, and their son, Jack. Outside of work, he enjoys running, golfing, and spending time with his family and friends on the beaches of Cape Cod.
Job Titles:
- Senior Client Service Specialist
Daniela Stringa joined the Connecticut Wealth Management team in 2023. She brings over 15 years of administrative experience to her role as a Senior Client Service Specialist. Daniela assists in preparing for client meetings, opening and maintaining accounts, and ensuring that clients receive exceptional service.
Daniela loves the dynamic of working with families and helping them plan for the protection of future generations. Prior to joining the CTWM team, Daniela worked as a Wealth Management Specialist for Wilmington Trust, a subsidiary of M&T Bank, where she supported a team of advisors in servicing client needs. Daniela previously worked for People's United Bank where she led a team in closing commercial real estate deals.
Job Titles:
- Client Service Specialist
Danielle Tata joined the Connecticut Wealth Management team in 2022 as a Client Service Specialist. Danielle assists in preparing for client meetings, opening and maintaining accounts and ensuring clients receive exceptional service.
Most recently, Danielle worked at Fiduciary Trust International as a Relationship Associate where she was the primary contact for the day-to-day needs of the firm's high-net-worth clients.
Education
Danielle earned her Bachelor of Science from Sacred Heart University in 2018 with a double major in Finance and Marketing.
Job Titles:
- Director of Human Resources
Deborah brings extensive experience in human resources, talent development, and diversity/equity/inclusion to her position as Director of Human Resources at Connecticut Wealth Management. Deborah works with the entire Connecticut Wealth Management team and is responsible for establishing and maintaining policies and practices as well as attracting, developing, and retaining talent.
Prior to joining Connecticut Wealth Management, Deborah owned her own HR consulting firm and was the HR Director at Hartford Golf Club. Deborah also held senior-level HR positions in several large organizations with complex businesses including Prudential Financial, CIGNA, The Hartford, and Allstate Insurance Company. At Prudential Retirement, Deborah created and led the Talent Development and DEI functions.
Education
Deborah graduated from Assumption College with a degree in English and Sociology. She is certified in a number of leadership development assessment tools and coaching methodologies. These include PROSCI Change Management, Marshall Goldsmith Stakeholder Centered Coaching, Korn Ferry Diversity education, Korn Ferry emotional intelligence assessments, Hogan personality/motives/values assessments, and Occupational Personality Questionnaire. She is also a seasoned facilitator with experience delivering a wide range of programs.
Denis M. Horrigan has more than 25 years of professional experience in the areas of financial planning and wealth management. Denis works with executives, business owners, medical professionals, families, and non-profit organizations.
Denis is a partner and one of the founders of Connecticut Wealth Management (CTWM). In addition to his role as Advisor, Denis works with the client service team ensuring that all clients receive consistent, meaningful, and quality service. Denis also serves on the firm's Investment Committee.
Denis is often asked to present to various audiences including the University of Connecticut, Planned Giving Group of Connecticut, and the Connecticut Public Pension Forum. Denis's recognized expertise has resulted in numerous guest appearances on NBC Connecticut, Fox61, and WTNH News 8. He has been quoted in articles in both local and national publications, including The Wall Street Journal, The New York Times, Hartford Business Journal, Investment News, and thestreet.com.
Education
Denis graduated from Siena College with a Bachelor of Arts degree in Sociology. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee and a Certified Exit Planning Advisor (CEPA).
Denis M. Horrigan serves on the board of directors for Hartford Youth Scholars, Capital Workforce Partners, and the Financial Planning Association of Connecticut. He is a member of the Simsbury-Granby Rotary Club and is involved in volunteering to support the McLean Hospice Care in Simsbury. Denis is a past board member of the Estate & Business Planning Council of Hartford, the Connecticut Forum, Simsbury's A Better Chance organization, and was a member of the Investment Committee for the Harriett Beecher Stowe Center. In addition, he has volunteered on numerous Hartford Area Habitat for Humanity builds.
Denis has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2010-2023); the elite list appearing annually in Connecticut Magazine. He has been recognized as a top advisor by Medical Economics (2011-2017) and was selected as one of the "40 under Forty" by the Hartford Business Journal (2007).
Denis's community involvement has included coaching the boys and girls rugby teams at Simsbury High School, a program he founded in 2007. He also coached the University of Hartford Rugby Club from 2001 - 2007 and was on the board of the Connecticut Rugby Union.
He resides in Simsbury with his wife, Kristen, and their three sons.
Job Titles:
- Partner & Managing Advisor
E. Patrick Logue has more than 25 years of broad-based experience in the financial services industry. He works with high-net-worth individuals and their families to provide individualized wealth management and investment strategies, specializing in estate planning and tax planning for small business owners. At the core of his work, it's about the people, which is why Patrick prides himself on building genuine relationships with his clients in order to help them achieve their goals.
Prior to joining Connecticut Wealth Management (CTWM), Patrick was Principal at New England Guild Wealth Advisors (the "Guild") based in Avon, CT. Coming from the institutional side of investing, Patrick joined the Guild in 1995. Under his leadership, he grew the firm from $12M in assets under management to $400M.
Previously, Patrick was employed as an internal consultant at Aetna where he provided tax/accounting/financial advice and guidance to Aetna's financial division. He also served as Comptroller at Group America, a subsidiary of Connecticut Mutual, where he was responsible for all financial operations of the company.
Education & Certifications
Patrick graduated with an MBA in Finance from the University of Hartford and received his bachelor's degree in Business Administration from the University of Massachusetts. He is also a Certified Public Accountant (CPA).
Job Titles:
- Partner & Chief Client Officer
Emily R. Wood brings over a decade of experience in the financial planning industry to Connecticut Wealth Management (CTWM). Emily leads the CTWM team in the development and implementation of innovative strategies that turn client aspirations into financial realities. She works with clients who have the most complex financial planning needs, including executives, real estate investors, and business owners.
Having worked with multiple law firms in the surrounding Connecticut area, Emily understands the complex benefits structure and work demands of the legal industry. She is highly skilled at quickly identifying the wants and needs of attorneys and developing a financial plan to be executed.
In her role as Chief Client Officer, Emily oversees all other existing and emerging services, as well as ensuring that all clients have an exceptional and genuine experience with the firm during every aspect of their financial lives. She is passionate about working with the entire CTWM team to create a plan that achieves and elevates every client's financial success.
Education
Emily earned a Bachelor of Science degree in Gender & Women's Studies and International Studies from Hollins University in Roanoke, VA, and is passionate about women's rights and equality.
Emily is also currently working to complete her Master of Science in Accounting and Taxation at the University of Hartford. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.
Job Titles:
- Senior Business Strategist
Eric Natale joined the Connecticut Wealth Management team in 2020. In his role as Senior Business Strategist, Eric seeks to understand dynamic environments to deliver outcomes for clients. He serves on the CTWM Investment Committee, with a focus on investment research, portfolio construction, and systems management.
Eric also works closely with business owners helping them to understand how their business and personal financial plans intertwine, turning analysis into actionable insights that help them to achieve their business and personal goals.
Prior to joining Connecticut Wealth Management, Eric spent 5 years working in corporate finance and accounting. He was a Senior Finance Manager for Baker Hughes and graduated from General Electric's Financial Management Program.
Education
Eric graduated from Yale University with a bachelor's degree in Economics.
Job Titles:
- Analyst
- Connecticut Wealth Management ( CTWM ) Team As an Analyst
Jack Rose joined the Connecticut Wealth Management (CTWM) team as an Analyst in January of 2024 after completing his internship with the firm. As an Analyst, Jack is responsible for assisting advisors in developing financial plans and providing exceptional service to clients.
Education
Jack graduated Summa Cum Laude from the University of Hartford (UHart) in 2024, with a Bachelor of Science in Business Administration with a major in Finance.
While at UHart, he was a member of Alpha Lambda Delta National Honor Society.
Job Titles:
- Partner & Managing Advisor
- Treasurer for the in - Home Addiction Treatment Institute
Jarrett F. Solomon has more than 17 years of professional experience in the areas of financial planning, wealth management, and investment analysis. Jarrett works with business owners, executives, physicians, and other individuals and families with complex financial needs.
Jarrett has authored pieces that have appeared in the Hartford Business Journal, Forbes, and Financial Advisor magazine. He has been quoted in articles in both local and national publications, including the Wall Street Journal, Money magazine, U.S. News and World Report, and Investor's Business Daily. He is frequently asked to speak about a variety of financial and business management strategies.
Education
Jarrett graduated magna cum laude from Amherst College with a degree in economics. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee. Jarrett has been a member of the Investment Management Consultants Association since 2007.
Outside of CTWM, Jarrett is the treasurer for the In-Home Addiction Treatment Institute, a non-profit dedicated to researching and advancing innovative methods of addiction treatment. He is on the Board of Directors for the West Hartford Library Foundation and is a committee member for the Greater Hartford chapter of the Amherst College Alumni Network. Prior volunteer experience includes serving on the Oak Hill Foundation's Board of Directors, acting as the chairman of the Seminar Committee for the Estate and Business Planning Council of Hartford, and running the Endowment Committee for the Hartford Tennis Club in West Hartford. At Amherst, Jarrett was an outfielder on the baseball team, and for several years volunteered his time helping to coach the varsity baseball team at Hall High School in West Hartford.
Jenna Isleib, CFP® joined the Connecticut Wealth Management team full-time in 2021 after completing the CTWM internship program. As a Financial Advisor, she focuses on developing financial plans, implementing portfolio strategies, and providing exceptional service to clients.
Education
Jenna graduated from the University of Connecticut in 2021 with a Bachelor's degree in Communications. She minored in Entrepreneurship and specialized in Personal Relations and Social Engagement. Jenna is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee.
Job Titles:
- Client Relations Specialist
Jennie Lynn Shen joined the Connecticut Wealth Management (CTWM) team in 2023. She brings ten years of experience in the mortgage, banking, and investment industries. In her second career, raising her three children, she was invested in volunteering with numerous organizations/clubs and fundraising campaigns.
Jennie Lynn is excited to bring her skills to CTWM and contribute to and improve the overall client experience.
Job Titles:
- Client Service Specialist
- Connecticut Wealth Management ( CTWM ) Team in 2022 As a Client Service Specialist
Jessica joined the Connecticut Wealth Management (CTWM) team in 2022 as a Client Service Specialist. She brings four years of administrative experience with a focus in client relations and business development to the CTWM team.
Prior to joining CTWM, Jessica served as a Mortgage Loan Processor & Business Development Coordinator where she built strong relationships with her clients, bringing a personal touch to every interaction. She also has experience as a real estate agent.
Education
In 2018, Jessica graduated with a bachelor's degree in Communications from the University of Connecticut.
Jessica is a wine enthusiast and is Level 3 certified in wine education by the Wine & Spirit Education Trust and loves to discuss the "why's" of wine. Jessica currently resides in Southington with her fiancée, Nick, and their Siberian Husky, Gunnar. Outside of the office, she enjoys traveling, DIY home projects, and spending time with family and friends.
Job Titles:
- Senior Financial Advisor at Connecticut Wealth Management
Jo Ann Keller is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). She has an extensive background in financial planning, investment management, corporate banking, and commercial lending. Throughout her career, Jo Ann has always been passionate about connecting with individuals and families on a personal level to provide customized solutions that help them achieve their life's goals and objectives. She delivers a high standard of service to her clients, often experienced in a family office environment, and is dedicated to the importance of building a financial plan.
Previously, Jo Ann was a Senior Vice President and Senior Wealth Advisor at Wilmington Trust, a subsidiary of M&T Bank, where she focused on developing wealth management strategies for multigenerational families. Prior to this, she held positions as a Senior Vice President at BankBoston and Vice President of Large Corporate Banking at The First National Bank of Maryland, now M&T Bank.
Education & Certifications
Jo Ann holds a Bachelor of Arts in American History with a minor in Art History from Western Maryland College, now McDaniel College, where she graduated magna cum laude.
Jo Ann and her husband, Peter, and their son have been active in the New Canaan community for many years through YMCA volunteer and sports programs. She served on the board of the HORIZONS enrichment program for underserved youth in lower Fairfield County and as Vice President of Finance of the New Canaan CARES Foundation where she was responsible for leading the organization's annual fund-raising event for several years. Jo Ann also was a board member and treasurer of the Canaan Close Condominium Association for 16 years.
Outside of the workplace, she enjoys golfing, biking, cooking, and gardening. Jo Ann has traveled extensively, with highlights being an African safari and visiting renowned museums across Europe.
Job Titles:
- Partner & Managing Advisor
John Shanley, CFP® joined Connecticut Wealth Management (CTWM) in 2019. As a Managing Advisor, John leads a team of advisors and service specialists in ensuring that all clients receive personalized attention and that they are serviced to the highest standards. John develops individualized wealth plans while offering proactive solutions and strategies to ensure that the plan's efficiency is maximized.
John serves as the Assistant Director of CTWM's Investment Committee and is responsible for implementing firmwide portfolio strategies and finding innovative technology solutions.
Prior to joining CTWM, John was a Financial Advisor at Pinnacle Investment Management.
Education
John graduated with a Masters' of Science in Financial Services from American College and earned his undergraduate degree from Fordham University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.
Job Titles:
- Director of Investments
- Member of CTWM 's Investment Committee
- Member of the CFA Society Hartford
Josh Sweeney joined the Connecticut Wealth Management team in 2023. As Director of Investments, Josh is responsible for directing all aspects of Connecticut Wealth Management's investment programs to help clients protect, preserve, and grow their wealth. He also helps to foster investment knowledge among the team assisting them to deliver proactive, competent, and practical advice.
As a member of CTWM's Investment Committee, Josh collaborates with his team to provide innovative and tailored investment solutions for clients. He also works closely with our dedicated Fidelity team to collect industry research and data to aid in steering the firm's investment decisions.
Josh's experience has included investment management roles at firms affiliated with Ameriprise Financial and Commonwealth Financial. He also spent seven years as a product specialist with Water Island Capital, an alternative investments manager based out of New York. Most recently, he was an account executive at CharterUP, a technology startup based out of Atlanta, GA.
Education
Josh graduated with a Master of Science in Finance from the University of Florida, and a Bachelor of Science in Finance from Siena College. Josh is a Chartered Financial Analyst (CFA®) Charterholder.
Josh is a member of the CFA Society Hartford, an organization that is affiliated with CFA Institute and has a shared common goal of promoting the highest ethical and investment standards.
Job Titles:
- Chief Operating Officer
- Partner
- Founder and President of the Backyard Theater Ensemble
Kailee Ostroski joined Connecticut Wealth Management (CTWM) in 2016 as a Financial Advisor and her role soon expanded to include oversight of the firm's day-to-day operations.
As Chief Operating Officer, Kailee works with the leadership team on the development and implementation of the organization's vision and yearly goals, ensuring that these are clearly communicated to the entire organization. She implements systems and processes to improve the firm's productivity and efficiency.
Kailee has been instrumental in the firm's accelerated growth and has developed leadership programs and performance evaluation systems to help every team member grow professionally. Additionally, she has laid the groundwork for CTWM's internship program, volunteer opportunities, and mentorship program.
Prior to joining Connecticut Wealth Management, Kailee was a Social Studies Teacher at Simsbury High School in Simsbury, CT.
Education
Kailee Ostroski graduated from The University of Connecticut in Storrs with a Bachelor of Arts in History, Bachelor of Science in Secondary Social Studies Education, and a Master of Arts in Curriculum and Instruction. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.
Kailee is the Founder and President of the Backyard Theater Ensemble; a collaboration of artists devoting their time, experience, and resources to produce theater that inspires, challenges, and entertains both performers and audiences. She utilizes this organization as a format to raise awareness and provide support/resources for social issues faced by the local community.
Kailee is a competitive ballroom dancer and has competed at the local, national, and international levels. She resides in Wallingford with her husband and their two children.
Job Titles:
- Client Service Specialist
Katelyn Marien joins Connecticut Wealth Management (CTWM) as a Client Service Specialist, bringing with her experience in the financial services industry as well as leadership experience.
Most recently, Katelyn worked as a Relationship Banker at M&T Bank, where she ensured that all client financial needs were met in a timely and thorough manner. During a recent merger, Katelyn served as the team's conversion captain, where she traveled to an existing M&T branch and trained for a week before bringing back new knowledge to implement with her team.
Katelyn views every client interaction as an opportunity to form lasting relationships where the client always feels that she can be a resource should they ever need anything.
Education & Certifications
Katelyn graduated from Central Connecticut State University in 2017 with a degree in Psychological Sciences and a minor in Biology.
Job Titles:
- Member of the American Institute of Certified Public Accountants
- PFS, CDFA® Partner & Managing Advisor
Kathleen M. Christensen brings over 25 years of experience in finance, tax planning, and accounting to her position as a Partner at Connecticut Wealth Management, LLC (CTWM). She has a strong background in financial planning and investment management and provides wealth management services to high-net-worth clients with complex financial affairs.
Kathy is a member of the American Institute of Certified Public Accountants (AICPA) and the CT Society of Certified Public Accountants (CSCPA). She sits on the Board of Directors of the Bridge Family Center, chairs their Development Committee, and serves on the Bridge Children's Charity Ball Committee. Kathy is a member of the Connecticut Women's Council and of the Hartford Estate and Business Planning Council.
Kathy has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2015-2023); the elite list appears annually in Connecticut Magazine.
Job Titles:
- CFP
- Member of the Connecticut Society of Certified Public Accountants
Kevin C. Leahy founded Connecticut Wealth Management (CTWM) in 2010 and has been instrumental in leading the development of the firm. As CEO, Kevin is responsible for defining the firm's overall vision, inclusive of its mission statement, guiding principles, and core values.
A champion of workplace culture, Kevin's efforts have resulted in CTWM being recognized as HBJ's #1 Best Place to Work in Connecticut for three consecutive years, with appearances on the list for the past seven years. Under Kevin's leadership, CTWM has grown to 60+ teammates and manages nearly $3 billion in client assets. With over 30 years as a CPA, financial advisor, and entrepreneur, Kevin conceptualized a revolutionary service offering that focuses on the unique needs of business owners.
He is frequently asked to present to audiences including the Financial Planning Association of Connecticut, the University of Connecticut, the Estate and Business Planning Council of Hartford, and LPL Financial. Kevin‘s recognized expertise has resulted in numerous guest appearances on NBC Connecticut and WFSB.
Education
Kevin graduated from Providence College with a Bachelor of Science degree in Accounting and earned a Master's in Taxation with a concentration in Financial Planning from Northeastern University. Kevin is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee.
Kevin C. Leahy is a member of the Connecticut Society of Certified Public Accountants (CTCPA) and the Financial Planning Association (FPA). He is also a Member of the Board of Trustees for the University of Bridgeport, the Board of Trustees of Mercy High School, and the Investment Committee of the Middlesex YMCA.
Previously he has served as the board member of the Rushford Center, on various committees with the Estate and Business Planning Council of Hartford, and on the Professional Advisory Committee of the Hartford Foundation for Public Giving.
He is a devoted supporter of the Bridge Family Center, The Connecticut Forum, Hartford Youth Scholars, Farmington Land Trust, and Mercy High School.
Kevin has been recognized as CEO of the Year for Businesses Under 100 Employees by the Hartford Business Journal (2019) and was selected as a Five Star Wealth Manager* by Crescendo Business Services (2010-2023); the elite list appearing annually in Connecticut Magazine. In addition, he was selected as one of the top advisors by Medical Economics (2011-2017) and Dental Practice Report (2012). The Hartford Business Journal (2009) also chose him as one of the "40 under Forty".
He resides in Durham with his wife, Tracy, and their son and daughter.
Job Titles:
- Senior Client Service Specialist
Kimberly J. Lockwood brings over 30 years of administrative experience to her position as a Senior Client Service Specialist at Connecticut Wealth Management, LLC (CTWM). Kimberly works with a team of advisors to provide exceptional client service. She also has administrative responsibilities within the Operations Department.
Prior to joining CTWM, Kimberly was an Investment Administrator at Filomeno Wealth Management, LLC. Her previous work experience includes management within the Human Resources administration at Arthur Andersen, LLP, and as an Executive Assistant in the Legal Department at The Hartford Insurance Group.
Education
Kimberly is a graduate of Bay Path Junior College.
Job Titles:
- Leader
- Senior Client Service Specialist
Lauren DellaFera brings over 10 years of administrative experience to her role as a Senior Client Service Specialist for Connecticut Wealth Management. Lauren works closely with her advisory team to provide exceptional service and to ensure that all client needs are fulfilled. She facilitates the onboarding of new clients, as well as maintaining and servicing accounts on an ongoing basis.
Lauren also serves as the leader of the Client Service Specialist team, acting as the liaison between the department and firm leadership to maintain consistency and a high service standard.
Prior to joining the CTWM team, Lauren worked in the US Patient Supply Group at Alexion Pharmaceuticals. She also performed freelance coaching, training, and consulting for small businesses following 8 years of working as a Surgical & Obstetrical Coordinator for a local OB/GYN practice.
Education & Certifications
Lauren graduated Magna Cum Laude from the University of Connecticut, Storrs with a Bachelor of Science in Psychology and Human Development and Family Studies. She also received her designation as a Certified Professional Coach from The Institute for Professional Excellence in Coaching (iPEC) in 2018.
Job Titles:
- Controller
- Member of the American Institute of Certified Public Accountants
Lorraine Halibozek brings over 30 years of experience in finance and accounting to her position as Controller at Connecticut Wealth Management (CTWM). Lorraine is responsible for planning, coordinating, and monitoring all accounting operational functions at CTWM.
Prior to joining Connecticut Wealth Management, Lorraine was the Controller at J&L Medical Services, LLC, one of the largest medical supply companies in Connecticut. Before that, Lorraine spent several years at CohnReznick, LLP as a Manager in the Accounting and Advisory Group. She brings a wealth of experience from working in both public accounting and private industry for several local, regional, and nationally recognized companies.
Education
Lorraine graduated Summa cum Laude from Central Connecticut State University with a Bachelor of Science degree in Business Administration. She is a Certified Public Accountant (CPA).
Lorraine is a member of the American Institute of Certified Public Accountants (AICPA), as well as a member of the Connecticut Society of Certified Public Accountants (CTCPA). She is interested in Senior Advocacy and donating time to those in Nursing Homes who need companionship.
Martha P. Hardison is a Managing Advisor and joined Connecticut Wealth Management (CTWM) in 2016. She works with high-net-worth clients to create individualized and comprehensive financial plans. Martha is a member of the CTWM Financial Planning and Investment Committees.
Prior to joining CTWM Martha was a Financial Center Manager at Bank of America in West Hartford, CT, and a Store Manager II at TD Bank in Plantsville, CT. She assisted clients with all banking needs and managed a team of fifteen employees.
Education
Martha graduated from the University of Connecticut-Storrs earning a Bachelor of Arts degree in Psychology. Martha is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee.
Matt Bonvicini, CFP® joined the Connecticut Wealth Management team in 2021. In his role as Financial Advisor, Matt builds comprehensive plans and investment strategies as part of his commitment to providing exceptional service to his clients.
Additionally, Matt serves on CTWM's Charitable Committee, helping to organize volunteer opportunities for his teammates. He also leads weekly staff meetings, helping the team start their week with a positive outlook while expanding the team's musical knowledge.
Matt is passionate about helping people and finds joy in providing a sense of calm to those around him. Prior to joining Connecticut Wealth Management, Matt worked as a Behavior Technician with Prism Autism Education and Consultation.
Education
Matt graduated Magna Cum Laude from the University of Connecticut, Storrs with a Bachelor of Arts degree in Psychology and Human Development and Family Sciences. He was recognized as a Babbidge Scholar during his time at UConn, maintaining a 4.0 GPA. Matt is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee.
Megan Cooney-Smith joined the Connecticut Wealth Management team in 2021. She is focused on the development of marketing strategies aimed at retaining clients, positioning the firm as an industry leader, and providing an inside view of the CTWM culture.
Megan's experience in the marketing industry has been focused on the development of content and email marketing strategies. Additionally, she has been featured as a ghostwriter in marketing publications such as Search Engine Watch and Medium.
Most recently, she worked for an agency that focused exclusively on digital marketing for attorneys, focusing on the development of strategic marketing campaigns for the agency while also developing the branding and marketing of the agency's proprietary artificial intelligence technology. Prior to this, Megan jumpstarted the marketing efforts for a local independent insurance agency.
Education
Megan holds a Master of Business Administration degree from Southern New Hampshire University and graduated Magna Cum Laude from the Massachusetts College of Liberal Arts with a Bachelor of Arts in English/Communications.
Job Titles:
- Partner & Managing Advisor
Job Titles:
- Operations Manager & Manager of Compliance
Job Titles:
- Senior Client Service Specialist
Job Titles:
- PFS / Partner & Chief Financial Officer
Job Titles:
- Client Service Specialist
Job Titles:
- Client Service Specialist
Job Titles:
- Office / Building Manager
Job Titles:
- Partner & Managing Advisor
Job Titles:
- Director of Client & Team Experiences
Job Titles:
- Client Relations Specialist