Brendan T. Conry, Sr.

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 […]

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 […]

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®, CPWA®

Michael D. Fernandes is a Managing Advisor at Connecticut Wealth Management (CTWM). He believes meaningful financial planning begins with understanding what matters most to each client. By building lasting relationships, he helps individuals and families make informed financial decisions with confidence. Mike has significant experience working with corporate executives and senior leaders whose compensation extends beyond a traditional salary. He helps clients navigate equity compensation, concentrated stock positions, deferred compensation plans, tax planning opportunities, and liquidity decisions within the context […]

Meredith M. Pickett, CFP®

Meredith Pickett brings more than 14 years of financial planning and client service experience to her role as a Financial Advisor at Connecticut Wealth Management (CTWM). She takes pride in building long-term relationships with clients, going beyond traditional financial strategies to provide personalized guidance and support throughout their financial journey. Prior to joining CTWM, Meredith worked at Planning Partners, LLC. Additionally, she was a Defined Contribution Consultant with USI Consulting Group and a Financial Advisor with American Express Financial Advisors. […]

Labib Fasihuddin, CFP®

Labib Fasihuddin joined Connecticut Wealth Management (CTWM) in 2017, bringing a deep dedication to serving clients with personalized financial plans and thoughtful portfolio strategies. He is a member of CTWM’s Financial Planning Committee and Investment Committee. Labib’s passion for financial planning is rooted in personal experience. Today, he channels that experience into helping clients build confidence in their financial futures. His goal is to help ensure that clients feel well-cared-for, understood, and empowered to care for their loved ones. Education […]