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 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 Planning. […]

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 […]

Martha Hardison, CFP®

Martha P. Hardison is a Managing Advisor and joined Connecticut Wealth Management (CTWM) in 2016. She works with high-net-worth clients to create individualized and comprehensive financial plans.  Martha is a member of the CTWM Financial Planning and Investment Committees. Prior to joining CTWM Martha was a Financial Center Manager at Bank of America in West Hartford, CT, and a Store Manager II at TD Bank in Plantsville, CT.  She assisted clients with all banking needs and managed a team of […]

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. He also heads CTWM’s internship program, which he has developed into a top-tier financial services internship within the Greater Hartford region. Education & Certifications Labib Fasihuddin graduated from The University of Connecticut School of Business […]

Kimberly Lockwood

Kimberly J. Lockwood brings over 30 years of administrative experience to her position as a Senior Client Service Specialist at Connecticut Wealth Management, LLC (CTWM).  Kimberly works with a team of advisors to provide exceptional client service.  She also has administrative responsibilities within the Operations Department. Prior to joining CTWM, Kimberly was an Investment Administrator at Filomeno Wealth Management, LLC.  Her previous work experience includes management within the Human Resources administration at Arthur Andersen, LLP, and as an Executive Assistant […]

Kevin Briganti, CFP®

Kevin Briganti joined the Connecticut Wealth Management team in 2020. In his role as a Financial Advisor, he develops comprehensive financial plans and investment strategies for his clients while providing exceptional client service. Education & Certifications Kevin graduated from the University of Connecticut in 2016 with a bachelor’s degree in Economics. Kevin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee. Affiliations & Community Involvement Kevin has a passion for ice hockey. He is currently an on-ice official in the American Hockey […]

Kathleen Christensen, CPA/PFS, CDFA®

Kathleen M. Christensen brings over 25 years of experience in finance, tax planning, and accounting to her position as a Partner at Connecticut Wealth Management, LLC (CTWM).  She has a strong background in financial planning and investment management and provides wealth management services to high-net-worth clients with complex financial affairs. Kathy oversees CTWM’s Charitable Outreach Committee and is a member of the CTWM Investment Committee. Prior to joining CTWM Kathy worked for Filomeno Wealth Management, Deloitte, and Cigna.  While at […]