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 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 […]

Brendan Fitzgerald is a Senior Operations & Trading Associate at Connecticut Wealth Management (CTWM). He joins the team with over a decade of industry experience, specializing in helping clients who are retired plan for the next chapter of their lives. Brendan finds pride in creating a safe space to broach difficult subjects with his clients that ultimately helps them to move forward and to live out their retirement comfortably. Before joining CTWM, Brendan served as Investment Operations Manager and a […]

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 […]