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Katerina Roberts, CFP®

Katerina Roberts, CFP® is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). She is dedicated to understanding each client’s unique goals and creating personalized strategies that evolve with life changes and market conditions. With a deep passion for connecting on a personal level, Katerina has helped individuals and families gain financial confidence and security through tailored planning solutions. Previously, Katerina was a Senior Wealth Advisor at GYL Financial Synergies, now Focus Partners Wealth, where she focused on developing wealth […]

Jason Raiti, CFA, CAIA, CFP®

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 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 […]

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 […]

E. Patrick Logue, CPA

E. Patrick Logue has more than 25 years of broad-based experience in the financial services industry. He works with high-net-worth individuals and their families to provide individualized wealth management and investment strategies, specializing in estate planning and tax planning for small business owners. At the core of his work, it’s about the people, which is why Patrick prides himself on building genuine relationships with his clients in order to help them achieve their goals. Prior to joining Connecticut Wealth Management […]

William Horigan, CFP®

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 Senior Financial Advisor at Connecticut Wealth Management (CTWM). He is responsible for delivering exceptional client service by creating financial plans and implementing portfolio strategies for high-net-worth clients. By taking a personalized approach, Rick provides his clients with strategies that instill confidence and help them achieve their life’s aspirations. Additionally, Rick partners with various Connecticut-based companies to enhance their retirement plan offerings. Through workshops and presentations, he provides financial guidance and education to employees, helping them […]

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 […]

Meredith Pickett, CFP®

Meredith Pickett brings more than 14 years of financial planning, client service, and administrative 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 […]