Meet the Team

Leo serves as a Client Service Specialist at Connecticut Wealth Management (CTWM), where he combines a client-focused mindset with operational excellence. With more than a decade of experience in person-centered roles, he is dedicated to delivering individualized support, fostering meaningful relationships, and helping clients navigate their financial aspirations with confidence. Leo’s thoughtful, collaborative approach enables him to provide personalized service while supporting advisory teams in delivering a high-quality client experience.

Before joining CTWM, Leo held a career in higher education, specializing in leadership development and advising initiatives. Leo brings a strategic and service-driven perspective to the Client Service team, drawing on his experience in program management, relationship building, and operational coordination.

Education & Certifications

Leo graduated from Wagner College, where he earned his Bachelor’s degree in Psychology and his Master’s degree in Leadership Organizations.

Affiliations & Community Involvement

A resident of Granby, Leo enjoys gardening, fly fishing, running, and hiking. Leo likes to spend time with his wife Shannon, his son Otis, and his dog Banana. In his free time, Leo makes pottery at a local studio where he has a rental position.