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 Senior 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 […]

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 […]

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 […]

Rachel Puleo

Rachel Puleo joined the Connecticut Wealth Management (CTWM) team in 2023 as a Client Service Specialist. She brings over 7 years of industry experience to her role at CTWM, working closely with a team of advisors to service client needs, including account maintenance and money transfers. Prior to CTWM, Rachel worked as a Client Relationship Manager for a wealth management firm located in Cheshire that focused on helping teachers plan for their retirement; she also oversaw the training of new […]

Jake Woznyk, CFP®

Jake Woznyk joined the Connecticut Wealth Management (CTWM) team in 2023 after completing his internship with the firm. As a Financial Advisor, he is responsible for assisting advisors, developing financial plans, building relationships with clients, and providing exceptional service. Education & Certifications Jake graduated Cum Laude from Bentley University with a bachelor’s degree in finance and a concentration in financial planning. Jake also participated in the Financial Planning Association (FPA) case study challenge where he was tasked with building out […]

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 […]

Alex Romejko, CFP®

Alex Romejko joined the Connecticut Wealth Management team at the beginning of 2023. In his role as Financial Advisor, he works closely with advisors on the development of personalized financial plans and investment strategies, while building lasting relationships with clients. Prior to CTWM, Alex worked for New England Guild Wealth Advisors (the “Guild”) where he assisted advisors in all aspects of servicing their clients. Before joining the Guild full-time, he was an intern tasked with the implementation of a CRM […]