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 […]

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 […]

Jessica Pedrolini

Jessica joined the Connecticut Wealth Management (CTWM) team in 2022 as a Senior 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 […]

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 Senior 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 […]

Miguel Carneiro, CFP®

Miguel Carneiro, CFP® brings over a decade of industry experience to Connecticut Wealth Management (CTWM), where he helps clients build thoughtful financial plans tailored to their life goals. Miguel’s approach is centered on strong relationships; he genuinely enjoys getting to know clients and supporting them through financial milestones with patience, clarity, and care. Before joining CTWM, Miguel served as a planning consultant at Fidelity Investments, where he worked collaboratively with advisors and clients to develop and maintain comprehensive financial plans. […]

William Horigan, CFP®

William P. Horigan joined Connecticut Wealth Management, LLC (CTWM) in 2019. As a Senior 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 […]