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Miguel Carneiro, CFP®

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. […]

Matt Bonvicini, CFP®

Matt Bonvicini, CFP® joined the Connecticut Wealth Management team in 2021. In his role as Financial Advisor, Matt builds comprehensive plans and investment strategies as part of his commitment to providing exceptional service to his clients. Additionally, Matt serves on CTWM’s Charitable Committee, helping to organize volunteer opportunities for his teammates. He also leads weekly staff meetings, helping the team start their week with a positive outlook while expanding the team’s musical knowledge. Matt is passionate about helping people and […]

Kevin Briganti, CFP®

Kevin Briganti joined the Connecticut Wealth Management team in 2020. In his role as a Financial Advisor, he develops comprehensive financial plans and investment strategies for his clients while providing exceptional client service. Education & Certifications Kevin graduated from the University of Connecticut in 2016 with a bachelor’s degree in Economics. Kevin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee. Affiliations & Community Involvement Kevin has a passion for ice hockey. He is currently an on-ice official in the American Hockey […]

Jenna Isleib, CFP®

Jenna Isleib, CFP® joined the Connecticut Wealth Management team full-time in 2021 after completing the CTWM internship program. As a Financial Advisor, she focuses on developing financial plans, implementing portfolio strategies, and providing exceptional service to clients. She also heads CTWM’s internship program, which has developed into a top-tier financial services internship within the Greater Hartford region. Education Jenna graduated from the University of Connecticut in 2021 with a Bachelor’s degree in Communications. She minored in Entrepreneurship and specialized in […]

Christopher Winkel, CFP®

Christopher Winkel, CFP® joined the Connecticut Wealth Management team in 2021. As a Financial Advisor, he is responsible for providing exceptional service to clients as well as developing and implementing a comprehensive financial plan and investment strategy. Chris also serves as a member of the CTWM Investment Committee. Education Chris graduated Cum Laude from the University of Connecticut with a Bachelor of Science degree in Finance. He also holds a Master of Financial Risk Management degree from the University of […]