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Maximilian Eanniello

Maximilian (Max) Eanniello joined Connecticut Wealth Management (CTWM) as a Client Service Specialist in 2025. With over six years of experience in the financial services industry, he has gained a deep understanding of the operational side of wealth management, directly supporting both client satisfaction and the overall success of financial strategies. He is passionate about delivering exceptional, high-quality service to our clients. Before joining CTWM, Max was a Client Service Representative with Osaic Institutions, where he partnered with clients and […]

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

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 […]

Sean Gannon

Sean Gannon joined Connecticut Wealth Management (CTWM) as an Analyst in September of 2024. In his role, he is responsible for assisting advisors, developing comprehensive financial plans, and providing exceptional client service. Education Sean graduated from Central Connecticut State University (CCSU) with an undergraduate degree in Finance. He also finished his Master of Business Administration graduate degree at CCSU with a finance concentration. Affiliations & Community Involvement While at CCSU, Sean was a member of the Soccer Team; a six-year […]

Sabrina Behboudi

Sabrina Behboudi joined the Connecticut Wealth Management (CTWM) team in 2024 as an Analyst. In her role, Sabrina is responsible for assisting advisors, developing comprehensive financial plans, and providing exceptional client service. Education Sabrina graduated from the University of Connecticut School of Business with a Bachelor of Science degree and a major in Finance. Affiliations and Community Involvement While at UConn, Sabrina served as a lead manager in the Opportunity Fund Project, a student-led investment management program. Sabrina was tasked […]

Sarah Scheide

Sarah brings 8 years of experience in various roles within the wealth management industry. Sarah works closely with her team to provide an elevated client experience and ensures that all needs and expectations are exceeded. Sarah assists with client transactions, onboarding, and implementation to help clients work toward their financial goals. Previously, Sarah was an Associate Financial Advisor with Ameriprise Financial in East Hartford and a Complex Operations Manager with RBC Wealth Management in Hartford serving multiple branches all over […]

Jonah Feldman

Jonah Feldman joined the Connecticut Wealth Management (CTWM) team as an Analyst in July of 2024 after completing the CTWM internship program. In his role, Jonah is responsible for assisting advisors in the development of financial plans, building strong relationships with clients, and providing exceptional service.  Education Jonah graduated Cum Laude from Colgate University in May of 2024 while majoring in history and minoring in psychological studies. Affiliations & Community Involvement While at Colgate, Jonah was an active member of […]

Rachel Jase

Rachel Jase brings 16 years of customer service experience to her position as a Client Service Specialist at Connecticut Wealth Management (CTWM). Prior to CTWM, Rachel worked in tax preparation as an administrator and staff accountant at a local accounting and advisory firm. Her strong personal relationships with clients helped to meet their tax planning and financial goals, a skillset that enhances the high level of service she provides to clients at CTWM. Education & Certifications Rachel graduated from Eastern […]

Katelyn Marien

Katelyn Marien joins Connecticut Wealth Management (CTWM) as a Client Service Specialist, bringing with her experience in the financial services industry as well as leadership experience. Most recently, Katelyn worked as a Relationship Banker at M&T Bank, where she ensured that all client financial needs were met in a timely and thorough manner. During a recent merger, Katelyn served as the team’s conversion captain, where she traveled to an existing M&T branch and trained for a week before bringing back […]

Niko Ford

Niko Ford joined the Connecticut Wealth Management (CTWM) team full-time in 2023 as an Analyst after previously completing his internship at the firm. He is responsible for assisting advisors in the development and implementation of comprehensive financial plans as well as providing exceptional service to clients. Education & Certifications Niko graduated Summa Cum Laude from the University of Rhode Island in 2023, with a Bachelor of Science in Business Administration with a focus in finance. He also minored in Sports […]