Kayleigh Theroux joined the Connecticut Wealth Management (CTWM) team as an Analyst in June 2026, following the successful completion of the firm’s internship program. In her role, Kayleigh is responsible for assisting advisors, developing comprehensive financial plans, and providing dedicated client service. Education & Certifications Kayleigh earned a Bachelor of Science in Finance from the University of Connecticut, with a minor in Management. She studied abroad in Florence, Italy, where she broadened her global perspective and developed an appreciation for […]

Anthony Galicia joined the Connecticut Wealth Management (CTWM) team as an Analyst in June 2026. In his role, he supports the firm’s advisors in developing comprehensive financial plans, fostering meaningful client relationships, and delivering personalized client service.  Education & Certifications Anthony earned his Bachelor of Science in Accounting from the University of Connecticut. He was named an Honors Scholar and maintained a 4.0 GPA within his major throughout the duration of college. Affiliations & Community Involvement While attending UConn, Anthony participated in the Volunteer […]

Nathan Nagel joined the Connecticut Wealth Management (CTWM) team in 2026 after a year-long internship with the firm. As an Analyst, he supports the firm’s advisors in developing comprehensive financial plans and delivering dedicated client service. Education & Certifications Nathan earned a Bachelor of Science in Finance and a Bachelor of Arts in Economics from the University of Connecticut. During his senior year, he served as Portfolio Manager for the UConn Student Managed Fund, an active equity portfolio that manages […]

Ben Roy joined the Connecticut Wealth Management (CTWM) team as an Analyst in June 2025, following the successful completion of the firm’s internship program. In his role, Ben supports advisors in developing comprehensive financial plans, building meaningful relationships with clients, and delivering exceptional service. Education & Certifications Ben earned a Bachelor of Science in Finance from the University of Connecticut, graduating magna cum laude. He was named both an Honors Scholar and a Babbidge Scholar, maintaining a 4.0 GPA throughout […]

John Russo joined the Connecticut Wealth Management (CTWM) team full-time in June 2025 as an Analyst, following the successful completion of the firm’s internship program. In his role, John partners with advisors to provide strategic support, develop comprehensive financial plans, and uphold CTWM’s commitment to exceptional client service. Education & Certifications John graduated cum laude from Connecticut College with a Bachelor of Arts in Economics and a double minor in Finance and Psychology. He also completed the college’s Entrepreneurship Pathway […]

Patrick A. Sullivan joined Connecticut Wealth Management (CTWM) as an Analyst in June 2025. In this role, he supports the firm’s advisors in developing comprehensive financial plans and delivering exceptional client service. Education & Certifications Patrick earned a Bachelor of Science in Finance with a minor in Innovation and Entrepreneurship from the University of Maryland (UMD). During his time at UMD, he studied abroad in Barcelona, expanding his global perspective and appreciation for diverse business practices. Affiliations & Community Involvement […]

Sean Gannon joined Connecticut Wealth Management (CTWM) as an Analyst in September of 2024. In his role, he is responsible for assisting advisors, developing comprehensive financial plans, and providing exceptional client service. Education Sean graduated from Central Connecticut State University (CCSU) with an undergraduate degree in Finance. He also finished his Master of Business Administration graduate degree at CCSU with a finance concentration. Affiliations & Community Involvement While at CCSU, Sean was a member of the Soccer Team; a six-year […]

Sabrina Behboudi joined the Connecticut Wealth Management (CTWM) team in 2024 as an Analyst. In her role, Sabrina is responsible for assisting advisors, developing comprehensive financial plans, and providing exceptional client service. Education Sabrina graduated from the University of Connecticut School of Business with a Bachelor of Science degree and a major in Finance. Affiliations and Community Involvement While at UConn, Sabrina served as a lead manager in the Opportunity Fund Project, a student-led investment management program. Sabrina was tasked […]

Jake Woznyk joined the Connecticut Wealth Management (CTWM) team in 2023 after completing his internship with the firm. As a Financial Advisor, 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 […]

Alex Romejko joined the Connecticut Wealth Management team at the beginning of 2023. In his role as Financial Advisor, 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 CRM […]