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 […]

Brendan Fitzgerald, CFP®

Brendan Fitzgerald is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). He joins the team with over a decade of industry experience, specializing in helping clients who are retired plan for the next chapter of their lives. Brendan finds pride in creating a safe space to broach difficult subjects with his clients that ultimately helps them to move forward and to live out their retirement comfortably. Before joining CTWM, Brendan served as Investment Operations Manager and a Financial Advisor […]

Alex Romejko

Alex Romejko joined the Connecticut Wealth Management team at the beginning of 2023 as a Financial Analyst. In his role, 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 […]

Jessica Heyse

Jessica joined the Connecticut Wealth Management (CTWM) team in 2022 as a Client Service Specialist. She brings four years of administrative experience with a focus in client relations and business development to the CTWM team. Prior to joining CTWM, Jessica served as a Mortgage Loan Processor & Business Development Coordinator where she built strong relationships with her clients, bringing a personal touch to every interaction. She also has experience as a real estate agent. Education In 2018, Jessica graduated with […]

Nick Good

As an Analyst, Nick is responsible for assisting advisors in providing exceptional service to clients, as well as developing and implementing comprehensive financial plans. Education Nick graduated Magna Cum Laude from the University of Connecticut (UConn) in 2022, with a Bachelor of Science in Finance and a minor in Real Estate. Affiliations & Community Involvement While at the UConn, Nick was a member of various finance organizations including Student Managed Fund, where he managed a 1-million-dollar endowment fund and had […]

Sarah C. Rioux

Sarah Rioux joined the Connecticut Wealth Management team full-time in 2022 as an Analyst after successfully completing the CTWM internship program. She will focus on assisting advisors in developing financial plans, implementing portfolio strategies, and providing exceptional service to clients. EDUCATION Sarah graduated from the University of Connecticut with a degree in Finance, specializing in Valuation and Portfolio Management. She minored in Real Estate. AFFILIATIONS & COMMUNITY INVOLVEMENT While at the University of Connecticut, Sarah was a member of Gamma […]

Danielle Tata

Danielle Tata joined the Connecticut Wealth Management team in 2022 as a Client Service Specialist. Danielle assists in preparing for client meetings, opening and maintaining accounts and ensuring clients receive exceptional service.    Most recently, Danielle worked at Fiduciary Trust International as a Relationship Associate where she was the primary contact for the day-to-day needs of the firm’s high-net-worth clients. Education Danielle earned her Bachelor of Science from Sacred Heart University in 2018 with a double major in Finance and […]

Zach Bylykbashi, CFP®

Zach Bylykbashi, CFP® joined the Connecticut Wealth Management (CTWM) team in 2022. As a Financial Advisor, he is responsible for providing exceptional service to clients through the development and implementation of comprehensive financial plans.    Prior to joining CTWM, Zach was a Wealth Advisor at Egidio Assante Lennon Wealth Management. He was responsible for building and presenting financial plans to clients as well as managing his clients’ investment portfolios. Education Zach graduated in 2019 from Washington & Lee University in […]

Miguel Carneiro, CFP®

Miguel Carneiro, CFP® joins the Connecticut Wealth Management (CTWM) team with over seven years of industry experience. He focuses on the development of financial plans for clients and developing forecast scenarios to stress-test individual plans over time. Prior to joining CTWM, Miguel worked for Fidelity Investments as a planning consultant, where he collaborated with advisors and clients on developing and maintaining financial plans. Education & Certifications Miguel graduated from Southern New Hampshire University with a bachelor’s degree in International Business. […]

William Horigan

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 […]