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.
Education & Certifications
Alex graduated from the University of Connecticut with a bachelor’s degree in finance. As a student, Alex served as a cohort member for Ivy Line Capital Group, where he collaborated with 200 students from across the globe on solving challenges in the investment landscape. He now serves as a mentor for students looking to learn more about the financial planning services industry.
Affiliations & Community Involvement
Alex resides in Bloomfield with his rescue dog, Reina, and enjoys playing golf outside of work