William Horigan

William P. Horigan joined Connecticut Wealth Management, LLC (CTWM) in 2019 as an Associate Financial Advisor.  He focuses on providing exceptional service to CTWM clients and assists the advisors with creating financial plans and implementing portfolio strategies.  Education 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 Case Competition. Affiliations & […]

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 Senior Financial 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 […]

Martha Hardison, CFP®

Martha P. Hardison is a Senior Financial 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 […]

Labib Fasihuddin, CFP®

Labib Fasihuddin joined Connecticut Wealth Management (CTWM) in 2017. He focuses on delivering exceptional client servicing 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 Labib Fasihuddin graduated from The University of Connecticut School of Business in Storrs […]

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 […]

Jarrett Solomon, CFP®

Jarrett F. Solomon has more than 17 years of professional experience in the areas of financial planning, wealth management, and investment analysis.  Jarrett works with business owners, executives, physicians, and other individuals and families with complex financial needs.  Jarrett has authored pieces that have appeared in the Hartford Business Journal, Forbes, and Financial Advisor magazine. He has been quoted in articles in both local and national publications, including the Wall Street Journal, Money magazine, U.S. News and World Report, and Investor’s Business Daily.  He is frequently asked to […]

Dan Ballou, CFP®

Dan Ballou is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). He focuses on delivering exceptional client service and is responsible for assisting advisors with creating financial plans and implementing portfolio strategies. Dan also assists with the CTWM 401(k) seminars and presentations, where his strong ability to translate complex terminology into digestible content is helpful for clients. Dan serves on the CTWM Investment and Charitable Outreach committees. Originally entering the financial industry through marketing, Dan transitioned into wealth management […]