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. […]

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 […]