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 […]

Richard Persechino, CFP®

Richard (Rick) Persechino is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). In his role, Rick leads a team of advisors and service specialists while working closely with clients to help them navigate complex financial decisions with clarity and confidence. His commitment to building genuine relationships reflects CTWM’s collaborative approach and dedication to personalized planning. Additionally, Rick collaborates with various Connecticut-based companies to support employee financial wellness and retirement education initiatives. Through workshops and presentations, he provides financial guidance […]

Michael Fernandes, CFP®, CPWA®

Michael D. Fernandes is a Managing Advisor at Connecticut Wealth Management (CTWM). He believes meaningful financial planning begins with understanding what matters most to each client. By building lasting relationships, he helps individuals and families make informed financial decisions with confidence. Mike has significant experience working with corporate executives and senior leaders whose compensation extends beyond a traditional salary. He helps clients navigate equity compensation, concentrated stock positions, deferred compensation plans, tax planning opportunities, and liquidity decisions within the context […]

Meredith M. Pickett, CFP®

Meredith Pickett brings more than 14 years of financial planning and client service experience to her role as a Financial Advisor at Connecticut Wealth Management (CTWM). She takes pride in building long-term relationships with clients, going beyond traditional financial strategies to provide personalized guidance and support throughout their financial journey. 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 American Express Financial Advisors. […]

Matt Bonvicini, ABFP®,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, bringing a deep dedication to serving clients with personalized financial plans and thoughtful portfolio strategies. He is a member of CTWM’s Financial Planning Committee and Investment Committee. Labib’s passion for financial planning is rooted in personal experience. Today, he channels that experience into helping clients build confidence in their financial futures. His goal is to help ensure that clients feel well-cared-for, understood, and empowered to care for their loved ones. Education […]

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 […]