Niko Ford joined the Connecticut Wealth Management (CTWM) team full-time in 2023 as an Analyst after previously completing his internship at the firm. He is responsible for assisting advisors in the development and implementation of comprehensive financial plans as well as providing exceptional service to clients. Education & Certifications Niko graduated Summa Cum Laude from the University of Rhode Island in 2023, with a Bachelor of Science in Business Administration with a focus in finance. He also minored in Sports […]

Rudolph (Tripp) Melk joined Connecticut Wealth Management (CTWM) as an Analyst in July of 2023. In his role, he is responsible for assisting advisors, developing comprehensive financial plans, and providing exceptional client service. Prior to joining CTWM, Rudolph worked as an intern at Pine Valley Investments (PVI) in Marlton, New Jersey. At PVI, he was responsible for conducting research on investment strategies, assisting advisors in the development of financial plans, and preparing reports for client meetings. Education & Certifications Rudolph […]

Jake Woznyk joined the Connecticut Wealth Management (CTWM) team in 2023 as an Analyst after completing his internship with the firm. He is responsible for assisting advisors, developing financial plans, building relationships with clients, and providing exceptional service. Education & Certifications Jake graduated Cum Laude from Bentley University with a bachelor’s degree in finance and a concentration in financial planning. Jake also participated in the Financial Planning Association (FPA) case study challenge where he was tasked with building out a […]

Alex Romejko joined the Connecticut Wealth Management team at the beginning of 2023 as a Financial Analyst. In his role, he works closely with advisors on the development of personalized financial plans and investment strategies, while building lasting relationships with clients. Prior to CTWM, Alex worked for New England Guild Wealth Advisors (the “Guild”) where he assisted advisors in all aspects of servicing their clients. Before joining the Guild full-time, he was an intern tasked with the implementation of a […]

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 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 […]

Miguel Carneiro, CFP® joins the Connecticut Wealth Management (CTWM) team with over seven years of industry experience. He focuses on the development of 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 & Certifications Miguel graduated from Southern New Hampshire University with a bachelor’s degree in International Business. […]