Jennifer Vincenzo, JD

Jennifer Vincenzo is a Client Service Specialist at Connecticut Wealth Management (CTWM). Jen began her career as an attorney, practicing in family, estate planning, and probate law. She brings a deep understanding of legal frameworks to her work, and is passionate about building relationships with clients and colleagues while striving to provide peace of mind in managing assets and planning for the future. Education & Certifications Jen graduated Magna Cum Laude from the University of Connecticut (UConn) with a bachelor’s […]

Kyle Fontaine

Kyle Fontaine serves as a Client Service Specialist at Connecticut Wealth Management (CTWM), bringing four years of industry and client relationship experience to the team. In his role, Kyle supports clients and advisors by striving to provide exceptional service. Prior to joining CTWM, Kyle worked as a Project Manager and Platform Specialist at a local TAMP advisory firm. There, he gained hands-on experience in the RIA space and developed a strong foundation in advisor support, technology platforms, and service-driven relationship […]

Brendan T. Conry, Sr.

Brendan T. Conry, Sr. brings more than 35 years of experience advising business owners, executives, 401(k) plan sponsors, and not-for-profit organizations. He draws on his deep background in fiduciary consulting to design customized investment and retirement strategies that help clients achieve their long-term goals. In his role, Brendan partners with businesses, plan sponsors, and nonprofit boards to enhance plan design, investment governance, and fiduciary best practices. He also supports Connecticut Wealth Management’s (CTWM) strategic growth initiatives, expanding the firm’s retirement […]

Brendan T. Conry, Jr., CFP®

As a Financial Advisor at Connecticut Wealth Management (CTWM), Brendan T. Conry Jr. partners with clients to help bring clarity and organization to their financial lives, creating comprehensive plans that align with their goals. He focuses on financial planning, investment research, and client meeting preparation, while striving to provide each client with the highest level of service. Brendan is passionate about helping individuals and families define their goals, simplify financial complexities, and build strategies to achieve long-term success. Before joining […]

Kelly Boutin, JD

Joining Connecticut Wealth Management (CTWM) in 2025 as a Financial Advisor, Kelly Boutin is dedicated to building meaningful client relationships and creating personalized, comprehensive financial plans that help clients confidently pursue their goals. Before joining CTWM, Kelly was an Associate at Day Pitney LLP in Boston, where she focused on estate planning and administration for individuals and families. Education & Certifications Kelly graduated cum laude from the College of the Holy Cross and earned her Juris Doctor with honors from […]

Benjamin Roy

Ben Roy joined the Connecticut Wealth Management (CTWM) team as an Analyst in June 2025, following the successful completion of the firm’s internship program. In his role, Ben supports advisors in developing comprehensive financial plans, building meaningful relationships with clients, and delivering exceptional service. Education & Certifications Ben earned a Bachelor of Science in Finance from the University of Connecticut, graduating magna cum laude. He was named both an Honors Scholar and a Babbidge Scholar, maintaining a 4.0 GPA throughout […]

John Russo

John Russo joined the Connecticut Wealth Management (CTWM) team full-time in June 2025 as an Analyst, following the successful completion of the firm’s internship program. In his role, John partners with advisors to provide strategic support, develop comprehensive financial plans, and uphold CTWM’s commitment to exceptional client service. Education & Certifications John graduated cum laude from Connecticut College with a Bachelor of Arts in Economics and a double minor in Finance and Psychology. He also completed the college’s Entrepreneurship Pathway […]

Patrick A. Sullivan

Patrick A. Sullivan joined Connecticut Wealth Management (CTWM) as an Analyst in June 2025. In this role, he supports the firm’s advisors in developing comprehensive financial plans and delivering exceptional client service. Education & Certifications Patrick earned a Bachelor of Science in Finance with a minor in Innovation and Entrepreneurship from the University of Maryland (UMD). During his time at UMD, he studied abroad in Barcelona, expanding his global perspective and appreciation for diverse business practices. Affiliations & Community Involvement […]

Jason Raiti, CFA®, CFP®, 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, MBA

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 […]