Jennie Lynn Shen joined the Connecticut Wealth Management (CTWM) team in 2023. She brings ten years of experience in the mortgage, banking, and investment industries. In her second career, raising her three children, she was invested in volunteering with numerous organizations/clubs and fundraising campaigns. Jennie Lynn is excited to bring her skills to CTWM and contribute to and improve the overall client experience. Affiliations & Community Involvement Outside of the office, Jennie Lynn loves spending time with her family, attending […]

Alec Rosen brings 15 years of experience in financial planning and wealth management to his position as Director of Growth at Connecticut Wealth Management (CTWM). Alec knows first-hand the impact sound financial advice can have, which is why he has made it his life’s mission to connect people with trusted advisors who focus on putting their client’s best interest first to help them achieve their life’s goals. At CTWM, Alec is responsible for the firm’s merger activity. He serves as […]

Josh Sweeney joined the Connecticut Wealth Management team in 2023. As Director of Investments, Josh is responsible for directing all aspects of Connecticut Wealth Management’s investment programs to help clients protect, preserve, and grow their wealth. He also helps to foster investment knowledge among the team assisting them to deliver proactive, competent, and practical advice. As a member of CTWM’s Investment Committee, Josh collaborates with his team to provide innovative and tailored investment solutions for clients. He also works closely […]

Lorraine Halibozek brings over 30 years of experience in finance and accounting to her position as Controller at Connecticut Wealth Management (CTWM). Lorraine is responsible for planning, coordinating, and monitoring all accounting operational functions at CTWM. Prior to joining Connecticut Wealth Management, Lorraine was the Controller at J&L Medical Services, LLC, one of the largest medical supply companies in Connecticut. Before that, Lorraine spent several years at CohnReznick, LLP as a Manager in the Accounting and Advisory Group. She brings […]

Tracy Hains joined Connecticut Wealth Management, LLC in the summer of 2021 as a Client Relations Specialist and brings close to 25 years of experience in the administrative field. Tracy is responsible for delivering a friendly, warm, and welcoming atmosphere for all of Connecticut Wealth Management’s guests. Her role at CTWM includes supporting a team of senior financial advisors and ensuring that clients receive exceptional service. She is responsible for executive scheduling and working with the team for client events. Prior […]

Shannon DeLorso brings 15 years of experience in finance and accounting to her position as Accounting Manager at Connecticut Wealth Management (CTWM). Shannon is responsible for recording and maintaining the company’s financial transactions for accounts payable, payroll, and daily financial entries and reconciliations. She assists the Controller in ensuring proper financial reporting for the company. Prior to joining Connecticut Wealth Management, Shannon worked in a tax department for two Connecticut public accounting firms and in a finance department for a […]

Robin Smith joins the CT Wealth Management as the Office and Building Manager, bringing over 25 years of office management experience to the organization.   Robin has the ability to adapt to many different functions within the organization.  As Office Manager, Robin will be responsible for organizing and expanding the office environment, as well as maintaining office equipment, working with vendors, and providing an exceptional client and team experience.  As the Building Manager, Robin will assume the responsibilities of maintaining […]

Melissa Frechette joined Connecticut Wealth Management (CTWM) in 2019. In her current role as Operations Manager, Melissa currently oversees the systems and processes used by the entire firm to operate effectively. This is inclusive of our CRM, custodian management and the various technology platforms implemented across the firm. Melissa also manages the firm’s data integrity and billing schedule, ensuring that this results in a seamless client experience. In addition, Melissa is responsible for managing CTWM’s compliance efforts and assisting in […]

Megan Cooney-Smith joined the Connecticut Wealth Management team in 2021. She is focused on the development of marketing strategies aimed at retaining clients, positioning the firm as an industry leader, and providing an inside view of the CTWM culture.  Megan’s experience in the marketing industry has been focused on the development of content and email marketing strategies. Additionally, she has been featured as a ghostwriter in marketing publications such as Search Engine Watch and Medium. Most recently, she worked for an agency that […]

Eric Natale joined the Connecticut Wealth Management team in 2020. In his role as Senior Business Strategist, 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 goals. […]