Meet the Team

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.  

Affiliations & Community Involvement

John is an active member of the Connecticut Historical Society and sits on the society’s Investment Committee where he helps to direct funds. He was a past board member of the Financial Planning Association of Connecticut Valley.

John has been recognized as a Five Star Wealth Manager* by Crescendo Business Services (2020-2024); the elite list appearing annually in Connecticut Magazine.

Outside of work, John is a passionate advocate for the National Multiple Sclerosis (MS) Society. He previously taught as an adjunct professor at Elms College, educating students who were pursuing careers as a Certified Financial Planner or Chartered Financial Analyst. In his free time John enjoys spending time with his wife and two sons at their home in Suffield.

_{* The award is based on expertise, value for fee charged and overall satisfaction.}