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 is the Chief Financial Officer at Connecticut Wealth Management (CTWM), where he leads the firm’s financial strategy and capital allocation decisions to drive sustainable growth. A former athlete, Eric brings a team-first mindset and a commitment to continuous improvement. Eric also leads the firm’s M&A efforts, guiding potential partnerships from initial visit to a successful future together. Additionally, he works to optimize internal systems and processes, improving efficiency for both the team and clients. As a member of […]

Deborah brings extensive experience in human resources, talent development, and diversity/equity/inclusion to her position as Director of People at Connecticut Wealth Management. Deborah works with the entire Connecticut Wealth Management team and is responsible for establishing and maintaining policies and practices as well as attracting, developing, and retaining talent.  Prior to joining Connecticut Wealth Management, Deborah owned her own HR consulting firm and was the HR Director at Hartford Golf Club. Deborah also held senior-level HR positions in several large […]

Tanya C. D’Addio joined Connecticut Wealth Management (CTWM) in 2010.  She has more than 20 years of experience in the areas of firm culture, marketing, and operations. Tanya’s role at CTWM involves maintaining and developing a professional, fun, and energized work environment that promotes positive and professional relationships amongst CTWM team members and clients. Tanya has created and developed recognition, wellness and team building programs at CTWM.  These programs are geared to improve the well-being of team members inside and […]