As a Client Service Specialist with Connecticut Wealth Management (CTWM), Katie Jones plays an essential role in preparing for client meetings, managing account openings and maintenance, and ensuring every client receives thoughtful and attentive support. Katie’s commitment to exceptional service helps create confidence and ease for clients as they navigate their financial journey. Before joining CTWM, Katie spent a decade in human resources, building strong partnerships with hiring managers and prospective candidates and refining her ability to foster positive professional […]

Jennifer Vincenzo is a Client Service Specialist at Connecticut Wealth Management (CTWM). Jen began her career as an attorney, practicing in family, estate planning, and probate law. She brings a deep understanding of legal frameworks to her work, and is passionate about building relationships with clients and colleagues while striving to provide peace of mind in managing assets and planning for the future. Education & Certifications Jen graduated Magna Cum Laude from the University of Connecticut (UConn) with a bachelor’s […]

Kyle Fontaine serves as a Client Service Specialist at Connecticut Wealth Management (CTWM), bringing four years of industry and client relationship experience to the team. In his role, Kyle supports clients and advisors by striving to provide exceptional service. Prior to joining CTWM, Kyle worked as a Project Manager and Platform Specialist at a local TAMP advisory firm. There, he gained hands-on experience in the RIA space and developed a strong foundation in advisor support, technology platforms, and service-driven relationship […]

Sarah brings 8 years of experience in various roles within the wealth management industry. Sarah works closely with her team to provide an elevated client experience and ensures that all needs and expectations are exceeded. Sarah assists with client transactions, onboarding, and implementation to help clients work toward their financial goals. Previously, Sarah was an Associate Financial Advisor with Ameriprise Financial in East Hartford and a Complex Operations Manager with RBC Wealth Management in Hartford serving multiple branches all over […]

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 […]

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 […]

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 […]

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 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 […]