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 […]

Cyndy Borenstein

Cyndy Borenstein brings over 20 years of administrative experience to her position as a Senior Client Service Specialist at Connecticut Wealth Management, LLC.  Cyndy works with a team of advisors to provide exceptional and timely client service.  Prior to joining Connecticut Wealth Management, Cyndy was the Chief Administrative Assistant for New England Capital Planners. Education Cyndy is a graduate of Bay Path Junior College. Affiliations & Community Involvement In her free time, she enjoys traveling and entertaining family and friends […]