Brendan T. Conry, AIF®, ChFC®, CLU®

Brendan T. Conry, Sr. brings more than 35 years of experience advising business owners, executives, 401(k) plan sponsors, and not-for-profit organizations. He draws on his deep background in fiduciary consulting to design customized investment and retirement strategies that help clients achieve their long-term goals. In his role, Brendan partners with businesses, plan sponsors, and nonprofit boards to enhance plan design, investment governance, and fiduciary best practices. He also supports Connecticut Wealth Management’s (CTWM) strategic growth initiatives, expanding the firm’s retirement […]

Brendan T. Conry, Jr., CFP®

As a Financial Advisor at Connecticut Wealth Management (CTWM), Brendan T. Conry Jr. partners with clients to help bring clarity and organization to their financial lives, creating comprehensive plans that align with their goals. He focuses on financial planning, investment research, and client meeting preparation, while striving to provide each client with the highest level of service. Brendan is passionate about helping individuals and families define their goals, simplify financial complexities, and build strategies to achieve long-term success. Before joining […]

Kelly Boutin, JD

Joining Connecticut Wealth Management (CTWM) in 2025 as a Financial Advisor, Kelly Boutin is dedicated to building meaningful client relationships and creating personalized, comprehensive financial plans that help clients confidently pursue their goals. Before joining CTWM, Kelly was an Associate at Day Pitney LLP in Boston, where she focused on estate planning and administration for individuals and families. Education & Certifications Kelly graduated cum laude from the College of the Holy Cross and earned her Juris Doctor with honors from […]

Jason Raiti, CFA®, CFP®, CAIA®

Jason Raiti, CFA, CAIA, joined the Connecticut Wealth Management (CTWM) team in 2024, bringing nearly two decades of investment experience. He has an extensive background in managing institutional portfolios and driving investment performance. Before joining CTWM, Jason was a Partner at Edgehill Endowment Partners, overseeing $2.3 billion in assets across five non-profit clients. He led the investment team and was responsible for portfolio management, asset allocation, and manager selection globally across both public and private markets. Prior to his role […]

Jo Ann Keller

Jo Ann Keller is a Senior Relationship Manager 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 […]

Charles L. Olson, CFP®

Charles (Chip) Olson joins the Connecticut Wealth Management (CTWM) team with more than 35 years of experience in the financial services industry. Chip is passionate about this business and has extensive experience and knowledge in financial planning, investment management, and trusts & estates. Chip works with wealthy families, entrepreneurs, widows, business owners and nonprofit organizations to develop customized solutions to meet their goals and objectives. For Chip, his work is all about building deep and genuine relationships. He prides himself […]

William Horigan, CFP®

William P. Horigan joined Connecticut Wealth Management, LLC (CTWM) in 2019. As a Senior 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 […]

Tony DiSorbo, CLU®, ChFC®

Tony DiSorbo has more than 40 years of professional experience in financial planning and wealth management. He joined Connecticut Wealth Management (CTWM) in 2020 and works with business owners, individuals and families. As a manager, Tony and his team focus on CTWM’s holistic approach, guiding clients through financial planning and investment management to help them confidently pursue their goals. He is also a member of the CTWM Investment Committee.  Prior to joining CTWM, Tony was the Managing Partner at New […]

Richard Persechino, CFP®

Richard (Rick) Persechino is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). In his role, Rick leads a team of advisors and service specialists while working closely with clients to help them navigate complex financial decisions with clarity and confidence. His commitment to building genuine relationships reflects CTWM’s collaborative approach and dedication to personalized planning. Additionally, Rick collaborates with various Connecticut-based companies to support employee financial wellness and retirement education initiatives. Through workshops and presentations, he provides financial guidance […]

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 […]