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Jack Rose

Planning Analyst

Jack Rose joined the Connecticut Wealth Management (CTWM) team as an Analyst in January of 2024 after completing his internship with the firm. As an Analyst, Jack is responsible for assisting advisors in developing financial plans and providing exceptional service to clients.

Education

Jack graduated Summa Cum Laude from the University of Hartford (UHart) in 2024, with a Bachelor of Science in Business Administration with a major in Finance. 

While at UHart, he was a member of Alpha Lambda Delta National Honor Society.

Affiliations & Community Involvement

Outside of the office, Jack enjoys spending time with family and friends, playing baseball, basketball, and golf. He currently resides in Canton, CT.

Planning Analyst
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