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 […]

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, CRPC®

Sarah Scheide is the Client Service Manager at Connecticut Wealth Management (CTWM). With 10 years of experience in the financial services industry, she leads the firm’s client service team, overseeing service standards, developing teammates, and striving to deliver a consistent, high-quality experience for every client. Sarah works closely with advisors and firm leadership to strengthen collaboration across teams and continuously enhance the client experience. She is passionate about mentoring teammates, fostering professional growth, and creating opportunities for them to take […]

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 […]