Meet the Team

Nathan Nagel joined the Connecticut Wealth Management (CTWM) team in 2026 after a year-long internship with the firm. As an Analyst, he supports the firm’s advisors in developing comprehensive financial plans and delivering dedicated client service.

Education & Certifications

Nathan earned a Bachelor of Science in Finance and a Bachelor of Arts in Economics from the University of Connecticut. During his senior year, he served as Portfolio Manager for the UConn Student Managed Fund, an active equity portfolio that manages $3M in assets.

Affiliations & Community Involvement

Nathan serves on the Board of Directors as Treasurer for Husky Pack Partners, a 501(c)(3) nonprofit dedicated to expanding access to free medical, dental, and vision care for underserved communities across Connecticut.

Outside of the office, Nathan enjoys playing piano, watching soccer, and playing golf. He currently resides in Trumbull, Connecticut, where he spends time with friends, family, and his dog.