Suzanne Stock joined Connecticut Wealth Management (CTWM) as an Executive Assistant in June 2026. In her position, she aids leadership in our trust services and operations teams, helping to deliver personalized support and dedicated client service. Before joining CTWM, Suzanne served as a Legal Assistant at Cummings & Lockwood LLC, where she supported the Chairman of Private Clients Group with scheduling, client relations, and daily administrative needs. Prior to that position, Suzanne held a career with a major airline as […]

Ali Huling brings over a decade of experience in HR strategy, talent acquisition, leadership development, and organizational transformation. She began her career as a recruiter, where she discovered her passion for working with people, and has since built a career leading high-performing teams across growing organizations and global enterprises. As Director of People, Ali partners with the entire Connecticut Wealth Management (CTWM) team to develop policies and practices, attract and nurture talent, and ensure teammates are supported as the organization […]

Rosa D. Cadena joined Connecticut Wealth Management (CTWM) in 2025 as the Chief Compliance Officer. With more than a decade of experience in the financial services industry, she leads the firm’s comprehensive compliance program and ensures CTWM continues to operate with the highest standards of integrity, transparency, and fiduciary care. Rosa oversees regulatory adherence, risk mitigation, and the ongoing development of policies and procedures that support a strong, client-focused compliance culture. Prior to joining CTWM, Rosa was a Compliance Manager […]

Nicholas Zollo joins Connecticut Wealth Management (CTWM) as an IT Specialist. In this role, Nick supports the firm’s technology infrastructure, helping to ensure systems operate smoothly, securely, and efficiently. He assists with both hardware and software solutions and plays a key role in safeguarding CTWM’s digital environment through proactive monitoring and ongoing support. Prior to joining CTWM, Nick was a Software Developer at PCX Aerosystems, where he provided internal IT support, helped identify and mitigate security risks, and wrote custom […]

Joshua Brier is the Chief Operating Officer at Connecticut Wealth Management (CTWM), where he leads the firm’s operational strategy, ensuring efficiency, scalability, and an exceptional client experience. With a deep background in financial services and operational leadership, Josh plays a key role in driving CTWM’s long-term vision while optimizing day-to-day operations. Prior to joining CTWM, Josh was Chief Operating Officer at GYL Financial Synergies, where he developed operational policies and implemented strategic initiatives to enhance client service. He spent over […]

Ashley McCard brings 15 years of experience in finance, accounting, and tax compliance to her role at Connecticut Wealth Management (CTWM). As Controller, she oversees the firm’s daily accounting operations, including payroll, financial reporting, and budget management. Ashley is an integral part of the finance department, helping to guide the firm’s strategic financial decisions. Before joining CTWM, Ashley was an Associate Vice President for Ares Management Corporation, managing the firm’s general partner and employee co-investment funds. She previously worked for […]

Joey Koontz is a Portfolio Data Analyst at Connecticut Wealth Management (CTWM) and joined the team in 2024. He has an extensive background in data management and database creation and maintenance. Previously, Joey was a member of the Stats & Analysis Team at ESPN for 14 years, where he oversaw all college basketball data operations, provided video analysis and content generation for the company’s NFL coverage, and trained new hires on college football and college basketball applications. Education Joey holds […]

Alec Rosen brings over 15 years of experience in financial planning and wealth management to his role as Director of Advisory Services & Growth at Connecticut Wealth Management (CTWM). Alec has seen firsthand the impact sound financial advice can have, which is why he is passionate about connecting individuals with a firm that prioritizes fiduciary advice and long-term planning to help clients pursue their aspirations. At CTWM, Alec leads the firm’s growth initiatives while also providing leadership and strategic direction […]