Connecticut Wealth Management, LLC (CTWM) is pleased to announce that Alec Rosen, Director of Growth, has been named to the InvestmentNews 2025 Under 40 Rising Stars list. This prestigious accolade honors young professionals who are shaping the future of wealth management through innovation, leadership, and a commitment to client success.
Since joining CTWM in October 2023, Alec has been instrumental in driving the firm’s growth strategy, enhancing client relationships, and fostering a collaborative environment that aligns with CTWM’s mission to turn life’s aspirations into reality for our clients and team. His proactive approach and dedication have been key to the firm’s recent growth.
“I’m incredibly honored to be included in this year’s Rising Stars list. This recognition reflects far more than individual effort—it’s a testament to the people and culture at CTWM, where collaboration and client-centered care are at the heart of everything we do,” said Rosen.
“Alec’s impact on our firm and the clients we serve is extraordinary. His strategic leadership, commitment to exceptional service, and dedication to helping his teammates grow embody everything we value,” said Kevin Leahy, President & CEO of CTWM. “This recognition is a testament to the standard of excellence he sets every day.”
Alec holds a Bachelor of Science in Psychology from Union College and a certificate in Financial Planning from Boston University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Accredited Investment Fiduciary® (AIF®). In 2022, he completed the G2 Leadership Institute, a two-year program that develops the leadership and business management skills of advisors. He is also an active member of the Financial Planning Association (FPA).
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About Connecticut Wealth Management
Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. CTWM prides itself 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, visit www.CTWealthMgmt.com.
Disclosure: Connecticut Wealth Management (CTWM) nominated Alec Rosen for this award. CTWM provided the requested information to InvestmentNews regarding Alec’s achievements and contributions. InvestmentNews does not disclose how many individuals are nominated, and inclusion in the Under 40 Rising Stars list is based on the publication’s evaluation process. This recognition is not indicative of future performance and does not guarantee client satisfaction. CTWM did not pay to nominate Alec or to participate in the selection process. InvestmentNews is not affiliated with CTWM, and this recognition should not be considered an endorsement of our advisory services. For more information on the selection criteria and methodology, please visit: https://www.investmentnews.com/best-in-wealth/best-wealth-managers-advisors-under-40-in-the-usa-rising-stars/262429.