Nishaan Patel

Nishaan Patel is an Analyst at Connecticut Wealth Management (CTWM). His background covers several industries, including private equity, investment management, consulting, real estate, and venture capital. Throughout his career, Nishaan has always been committed to serving clients on a deeper level, understanding their aspirations and preferences, both for their short and long-term goals, in order to provide bespoke solutions that uniquely cater to each situation. Nishaan is dedicated to providing a high-quality standard of service and is responsible for assisting […]

Eric Pitruzzello

Eric Pitruzzello joined the Connecticut Wealth Management (CTWM) team in August 2026 as an Analyst. In his role, Eric is responsible for assisting advisors, developing comprehensive financial plans, and providing attentive client service. Education & Certifications Eric graduated from the Quinnipiac University School of Business with a Bachelor of Science degree in Finance. Affiliations & Community Involvement During his time at Quinnipiac University, Eric was an active member of the Society of Personal Financial Planning and the Investment Club, where […]

Josh Mangini, MBA

Josh Mangini joined the Connecticut Wealth Management (CTWM) team as an Analyst in August 2026. In his role, he supports the firm’s advisors in developing comprehensive financial plans, fostering meaningful client relationships, and delivering personalized client service.   Education & Certifications Josh graduated from Moravian University with an undergraduate degree in Business Management. He also earned his Master of Business Administration (MBA) with a concentration in Data Analytics from Moravian. Affiliations & Community Involvement While at Moravian, Josh was a […]

Medha Arora

Medha Arora joined the Connecticut Wealth Management (CTWM) team as a Client Service Associate in June 2026, where she brings over 5 years of experience in customer service and record-keeping. In her role, Medha helps prepare for client meetings and provide high-quality customer service. Prior to her position at CTWM, Medha was involved in multiple non-profit and volunteer organizations, especially surrounding mental health and social justice, such as South Asian Mental Health Awareness. Education & Certifications Medha graduated from the […]

Leo O’Connor

Leo serves as a Client Service Specialist at Connecticut Wealth Management (CTWM), where he combines a client-focused mindset with operational excellence. With more than a decade of experience in person-centered roles, he is dedicated to delivering individualized support, fostering meaningful relationships, and helping clients navigate their financial aspirations with confidence. Leo’s thoughtful, collaborative approach enables him to provide personalized service while supporting advisory teams in delivering a high-quality client experience. Before joining CTWM, Leo held a career in higher education, […]

Kayleigh Theroux

Kayleigh Theroux joined the Connecticut Wealth Management (CTWM) team as an Analyst in June 2026, following the successful completion of the firm’s internship program. In her role, Kayleigh is responsible for assisting advisors, developing comprehensive financial plans, and providing dedicated client service. Education & Certifications Kayleigh earned a Bachelor of Science in Finance from the University of Connecticut, with a minor in Management. She studied abroad in Florence, Italy, where she broadened her global perspective and developed an appreciation for […]

Anthony Galicia

Anthony Galicia joined the Connecticut Wealth Management (CTWM) team as an Analyst in June 2026. In his role, he supports the firm’s advisors in developing comprehensive financial plans, fostering meaningful client relationships, and delivering personalized client service.  Education & Certifications Anthony earned his Bachelor of Science in Accounting from the University of Connecticut. He was named an Honors Scholar and maintained a 4.0 GPA within his major throughout the duration of college. Affiliations & Community Involvement While attending UConn, Anthony participated in the Volunteer […]

Nathan Nagel

Nathan Nagel joined the Connecticut Wealth Management (CTWM) team in 2026 after a year-long internship with the firm. As an Analyst, he supports the firm’s advisors in developing comprehensive financial plans and delivering dedicated client service. Education & Certifications Nathan earned a Bachelor of Science in Finance and a Bachelor of Arts in Economics from the University of Connecticut. During his senior year, he served as Portfolio Manager for the UConn Student Managed Fund, an active equity portfolio that manages […]

Justin Kelsey

Justin Kelsey joined the Connecticut Wealth Management (CTWM) team as a Client Service Associate in June 2026. In his role, Justin is responsible for supporting advisory teams, aiding in account setup, and providing personalized customer service. Prior to joining CTWM, Justin worked at Fidelity Investments as a Customer Relationship Advocate. Education & Certifications Justin earned a Bachelor of Science in Finance from the University of Rhode Island (URI), where he graduated Magna Cum Laude in 2025. He also studied abroad […]

Katie Jones

As a Client Service Specialist with Connecticut Wealth Management (CTWM), Katie Jones plays an essential role in preparing for client meetings, managing account openings and maintenance, and ensuring every client receives thoughtful and attentive support. Katie’s commitment to exceptional service helps create confidence and ease for clients as they navigate their financial journey. Before joining CTWM, Katie spent a decade in human resources, building strong partnerships with hiring managers and prospective candidates and refining her ability to foster positive professional […]