Nicholas Renzi

Nick Renzi joined the Connecticut Wealth Management team in August of 2022 as an Analyst. He is responsible for assisting advisors in providing exceptional service to clients as well as developing and implementing comprehensive financial plans. Prior to joining CTWM Nick worked at iRobot developing the autonomous lawnmower. He then moved to New York City to help run his family’s real estate, construction, and tile businesses. Nick holds a Real Estate Salesperson License in the state of New York. EDUCATION […]

Nick Good

As an Analyst, Nick is responsible for assisting advisors in providing exceptional service to clients, as well as developing and implementing comprehensive financial plans. EDUCATION Nick graduated Magna Cum Laude from the University of Connecticut (UConn) in 2022, with a Bachelor of Science in Finance and a minor in Real Estate. AFFILIATIONS & COMMUNITY INVOLVEMENT While at the UConn, Nick was a member of various finance organizations including Student Managed Fund, where he managed a 1-million-dollar endowment fund and had […]

Sarah C. Rioux

Sarah Rioux joined the Connecticut Wealth Management team full-time in 2022 as an Analyst after successfully completing the CTWM internship program. She will focus on assisting advisors in developing financial plans, implementing portfolio strategies, and providing exceptional service to clients. EDUCATION Sarah graduated from the University of Connecticut with a degree in Finance, specializing in Valuation and Portfolio Management. She minored in Real Estate. AFFILIATIONS & COMMUNITY INVOLVEMENT While at the University of Connecticut, Sarah was a member of Gamma […]

Zach Bylykbashi

Zach Bylykbashi joined the Connecticut Wealth Management (CTWM) team in 2022 as an analyst with just over three years of industry experience. He is responsible for assisting advisors in providing exceptional service to clients as well as developing and implementing 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 […]

Miguel Carneiro, CFP®

Miguel Carneiro, CFP® joins the Connecticut Wealth Management (CTWM) team with over five years of industry experience. He will focus on collaborating with advisors to develop financial plans for clients and developing forecast scenarios to stress-test individual plans over time. Prior to joining CTWM, Miguel worked for Fidelity Investments as a planning consultant, where he collaborated with advisors and clients on developing and maintaining financial plans. Education Miguel graduated from Southern New Hampshire University with a bachelor’s degree in International Business. […]

Walker Lohrey

Walker Lohrey joined Connecticut Wealth Management (CTWM) as an Analyst in 2022. He is responsible for assisting advisors in the development of comprehensive financial plans and preparing for client meetings. Prior to joining CTWM, Walker served as a group sales representative for life and disability insurance products with Cigna and New York Life. Education Walker graduated from the University of Connecticut (UConn) in 2017 with a bachelor’s degree in Economics. Affiliation & Community Involvement Walker is an avid golfer. He […]

Matt Bonvicini

Matt Bonvicini joined the Connecticut Wealth Management team in 2021 as an analyst. He will focus on assisting advisors in developing financial plans, completing client meeting preparations, and providing exceptional service to clients. Matt serves on the CTWM Charitable and Culture committees. Education Matt graduated Magna Cum Laude from the University of Connecticut, Storrs with a Bachelor of Arts degree in Psychology and Human Development and Family Sciences. Affiliation & Community Involvement While at the University of Connecticut, Matt served […]

Kevin Briganti

Kevin Briganti joined the Connecticut Wealth Management team in 2020 as an Analyst with a focus on assisting the advisors in financial plans and client meeting preparations. Education Kevin graduated from the University of Connecticut in 2016 with a bachelor’s degree in Economics. Affiliations & Community Involvement Kevin has a passion for ice hockey. He is currently an on-ice official in the American Hockey League and Hockey East Association and was granted an international officiating license by USA Hockey and […]

Jenna Isleib

Jenna Isleib joined the Connecticut Wealth Management team full-time in 2021 as an Analyst after successfully completing the CTWM internship program. She will focus on assisting advisors in developing financial plans, implementing portfolio strategies, and providing exceptional service to clients. Education Jenna graduated from the University of Connecticut in 2021 with a Bachelor’s degree in Communications. She minored in Entrepreneurship and specialized in Personal Relations and Social Engagement. Affiliation & Community Involvement While at the University of Connecticut, Jenna served […]

Eric Natale

Eric Natale joined the Connecticut Wealth Management team in 2020. In his role as Portfolio & Business Analyst, Eric seeks to understand dynamic environments to deliver outcomes for clients. He serves on the CTWM Investment Committee, with a focus on investment research, portfolio construction, and systems management. Eric also works closely with business owners helping them to understand how their business and personal financial plans intertwine, turning analysis into actionable insights that help them to achieve their business and personal […]