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Danielle Tata

Danielle Tata joined the Connecticut Wealth Management team in 2022. As a Senior Client Service Specialist, Danielle assists in preparing for client meetings, opening and maintaining accounts, and ensuring clients receive exceptional service. She also serves on CTWM’s Charitable Committee   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 […]

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, CFP®

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 […]

Tony DiSorbo, CLU®, ChFC®

Tony DiSorbo has more than 30 years of professional experience in the areas of financial planning and wealth management. Tony joined Connecticut Wealth Management, LLC (CTWM) in 2020 and works with business owners, executives, and individuals and families with complex financial needs.  His focus is on the financial planning process and on investment management and provides fiduciary advice to all his clients.  He is a member of the CTWM Investment Committee.  Prior to joining CTWM, Tony was the managing partner […]

Richard Persechino, CFP®

Richard (Rick) Persechino is a Senior Financial Advisor at Connecticut Wealth Management, LLC (CTWM). He is responsible for delivering exceptional client service by creating financial plans and implementing portfolio strategies for high-net-worth clients. Prior to joining Connecticut Wealth Management, Rick was a Financial Planning Assistant at New England Capital Planners. He also interned at Clarendon Wealth Management in Arlington, Virginia. Education Rick graduated from Virginia Tech University with a Bachelor of Science degree in Finance with a concentration in Financial […]

Michael Fernandes, CFP®

Michael D. Fernandes is a Managing Advisor at Connecticut Wealth Management (CTWM).  He enjoys creating long-lasting relationships with clients and having a deep understanding of what is truly important to them. Mike draws from his prior experiences to give clients a greater understanding of how their financial planning and investment portfolios work in conjunction over time.  Prior to joining CTWM, Mike started his career working with New York Life Insurance company as a Financial Services Professional. Mike, then joined Fidelity […]

Meredith Pickett

Meredith Pickett brings over 14 years of financial planning, client service, and administrative experience to her position as a Senior Client Service Specialist at Connecticut Wealth Management (CTWM). Meredith works with a team of financial advisors, helping them to prepare for client meetings and open/maintain accounts all while ensuring that clients receive exceptional service. Prior to joining CTWM, Meredith worked at Planning Partners, LLC. Additionally, she was a Defined Contribution Consultant with USI Consulting Group and a Financial Advisor with […]

Matt Bonvicini, CFP®

Matt Bonvicini, CFP® joined the Connecticut Wealth Management team in 2021. In his role as Financial Advisor, Matt builds comprehensive plans and investment strategies as part of his commitment to providing exceptional service to his clients. Additionally, Matt serves on CTWM’s Charitable Committee, helping to organize volunteer opportunities for his teammates. He also leads weekly staff meetings, helping the team start their week with a positive outlook while expanding the team’s musical knowledge. Matt is passionate about helping people and […]

Labib Fasihuddin, CFP®

Labib Fasihuddin joined Connecticut Wealth Management (CTWM) in 2017. He focuses on delivering exceptional client service through the development of financial plans and portfolio strategies for clients. Labib is a member of the CTWM Investment Committee where he provides research and leads firm-wide block trades. Education & Certifications Labib Fasihuddin graduated from The University of Connecticut School of Business in Storrs with a bachelor’s degree in Finance. At UConn, he sang and served as president for the Conn-Men, an all-male […]