7 additional teammates also receive promotions
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) proudly announces the promotion of Jennifer Barry, CFP® to Partner and Eric Natale to Chief Financial Officer (CFO), reflecting their outstanding leadership and impact on the firm’s success.
Jennifer Barry Promoted to Partner
“Jennifer’s promotion to Partner is a testament to her dedication, expertise, and the value she brings to our clients and team,” said Kevin Leahy, President & CEO. “She has consistently gone above and beyond in her role, embodying our firm’s commitment to personalized, client-first service. We are excited to see her continue to grow and help lead the way forward at CTWM.”
With more than 30 years of experience in the industry, Barry joined the CTWM team in 2019 through a merger with Capital Strategies. She leads a team dedicated to delivering personalized financial planning and investment strategies with the highest service standards.
“I’m so humbled to be named a Partner of CTWM and have always deeply cared for this firm as if it were my own since I first joined,” said Barry. “I’m passionate about the work I do, the clients I serve, and every single one of my teammates. I look forward to continuing to build upon these relationships while continuing to enhance experiences for all.”
Barry holds a degree from Hartford State Technical College. She is a Certified Financial Planner (CFP®) practitioner and a Certified Elder Planning Specialist (CEPS). She has been recognized as a Five Star Wealth Manager for nine years (2017-2024), the elite list appearing annually in Connecticut Magazine. Barry is a member of both the Estate & Business Planning Council of Hartford and the Connecticut Financial Planning Association (FPA). She previously served on the Advisory Board of the Franciscan Home Care & Hospice Life Center. Barry resides in Bloomfield, CT.
Eric Natale Promoted to CFO
“Eric’s promotion to CFO is a natural progression of his leadership and dedication to CTWM’s success,” said Michael Tedone, Partner. “He has consistently demonstrated financial acumen and has been integral in our firm’s growth. We are confident that Eric will continue to provide the financial leadership necessary for the next phase of our firm’s evolution.”
Natale joined the CTWM team in 2020 and has over 10 years of finance experience. He oversees the finance department, ensuring operational efficiency and strategic planning. Natale drives CTWM’s growth strategy, overseeing mergers with like-minded firms. Additionally, he serves on CTWM’s Investment Committee. Natale holds a bachelor’s degree in economics from Yale University and resides in Wethersfield, CT.
“Serving both the CTWM clients and team is a privilege and an honor. I am grateful for the many family members, friends, teammates, and mentors who continuously help me learn, grow, and bring joy into my life,” said Natale. “I could not be more excited for this opportunity and a bright future with this team and community!”
Additional Teammate Promotions
These milestone promotions are part of a broader recognition of talent at CTWM, with seven (7) additional team members also receiving promotions to start the year. Additional promotions include:
- Nick Good, CFP®, of Enfield, Conn. – Promoted to Financial Advisor
- Rudolph (Tripp) Melk, of Morris, Conn. – Promoted to Financial Advisor
- Rick Persechino, CFP®, of Farmington, Conn. – Promoted to Senior Financial Advisor
- Sarah Rioux, CFP®, of Brookline, Mass. – Promoted to Financial Advisor
- Alex Romejko, CFP®, of South Windsor, Conn. – Promoted to Financial Advisor
- Danielle Tata, of West Hartford, Conn. – Promoted to Senior Client Service Specialist
- Jake Woznyk, CFP®, of Durham, Conn. – Promoted to Financial Advisor
“As our firm continues to grow and evolve, CTWM remains committed to delivering exceptional financial planning services while fostering a culture of collaboration, excellence, and client-focused results,” said Leahy.
###
About Connecticut Wealth Management
Connecticut Wealth Management LLC is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. Connecticut Wealth Management takes pride in employing an independent business model that aligns our interests with those of our clients, and engages in a collaborative, team approach to creating empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management LLC, visit www.CTWealthMgmt.com.