Jo Ann Keller

Jo Ann Keller is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). She has an extensive background in financial planning, investment management, corporate banking, and commercial lending. Throughout her career, Jo Ann has always been passionate about connecting with individuals and families on a personal level to provide customized solutions that help them achieve their life’s goals and objectives. She delivers a high standard of service to her clients, often experienced in a family office environment, and is dedicated […]

Brendan Fitzgerald, CFP®

Brendan Fitzgerald is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). He joins the team with over a decade of industry experience, specializing in helping clients who are retired plan for the next chapter of their lives. Brendan finds pride in creating a safe space to broach difficult subjects with his clients that ultimately helps them to move forward and to live out their retirement comfortably. Before joining CTWM, Brendan served as Investment Operations Manager and a Financial Advisor […]

William Horigan

William P. Horigan joined Connecticut Wealth Management, LLC (CTWM) in 2019. As a Financial Advisor, he focuses on providing exceptional service to CTWM clients and collaborating with a team of advisors to develop financial plans and implement portfolio strategies.  Education & Certifications Will graduated Cum Laude from Providence College with a bachelor’s degree in Finance and Accountancy. While at Providence College, he was a member of the Finance Society, and Accounting Association and participated in the 2018 Michael Smith Ethics […]

Tony DiSorbo, CLU®, ChFC®

Tony DiSorbo has more than 30 years of professional experience in the areas of financial planning and wealth management. Tony joined Connecticut Wealth Management, LLC (CTWM) in 2020 and works with business owners, executives, and individuals and families with complex financial needs.  His focus is on the financial planning process and on investment management and provides fiduciary advice to all his clients.  He is a member of the CTWM Investment Committee.  Prior to joining CTWM, Tony was the managing partner […]

Richard Persechino, CFP®

Richard (Rick) Persechino is a Financial Advisor at Connecticut Wealth Management, LLC (CTWM). He is responsible for delivering exceptional client service by creating financial plans and implementing portfolio strategies for high-net-worth clients. Prior to joining Connecticut Wealth Management, Rick was a Financial Planning Assistant at New England Capital Planners. He also interned at Clarendon Wealth Management in Arlington, Virginia. Education Rick graduated from Virginia Tech University with a Bachelor of Science degree in Finance with a concentration in Financial Planning. […]

Michael Fernandes, CFP®

Michael D. Fernandes is a Managing Advisor at Connecticut Wealth Management (CTWM).  He enjoys creating long-lasting relationships with clients and having a deep understanding of what is truly important to them. Mike draws from his prior experiences to give clients a greater understanding of how their financial planning and investment portfolios work in conjunction over time.  Prior to joining CTWM, Mike started his career working with New York Life Insurance company as a Financial Services Professional. Mike, then joined Fidelity […]

Martha Hardison, CFP®

Martha P. Hardison is a Managing Advisor and joined Connecticut Wealth Management (CTWM) in 2016. She works with high-net-worth clients to create individualized and comprehensive financial plans.  Martha is a member of the CTWM Financial Planning and Investment Committees. Prior to joining CTWM Martha was a Financial Center Manager at Bank of America in West Hartford, CT, and a Store Manager II at TD Bank in Plantsville, CT.  She assisted clients with all banking needs and managed a team of […]

Labib Fasihuddin, CFP®

Labib Fasihuddin joined Connecticut Wealth Management (CTWM) in 2017. He focuses on delivering exceptional client service through the development of financial plans and portfolio strategies for clients. Labib is a member of the CTWM Investment Committee where he provides research and leads firm-wide block trades. He also heads CTWM’s internship program, which he has developed into a top-tier financial services internship within the Greater Hartford region. Education & Certifications Labib Fasihuddin graduated from The University of Connecticut School of Business […]

Kathleen Christensen, CPA/PFS, CDFA®

Kathleen M. Christensen brings over 25 years of experience in finance, tax planning, and accounting to her position as a Partner at Connecticut Wealth Management, LLC (CTWM).  She has a strong background in financial planning and investment management and provides wealth management services to high-net-worth clients with complex financial affairs. Kathy oversees CTWM’s Charitable Outreach Committee and is a member of the CTWM Investment Committee. Prior to joining CTWM Kathy worked for Filomeno Wealth Management, Deloitte, and Cigna.  While at […]

Jennifer Barry, CFP®

Jennifer D. Barry, CFP® is a Managing Advisor at Connecticut Wealth Management, LLC (CTWM). For more than 25 years, Jennifer has been creating comprehensive financial plans and investment strategies to support her clients’ objectives. Jennifer works as a team with her clients’ multi-generational family members and professionals to ensure all aspects of clients’ plans are considered. Jennifer is a member of the CTWM Investment Committee and Charitable Outreach Committee. Prior to joining CTWM, Jennifer was a Financial Planner and Investment Advisor Representative […]