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John Shanley, CFP®

John Shanley, CFP® joined Connecticut Wealth Management (CTWM) in 2019. As a Managing Advisor, John leads a team of advisors and service specialists in ensuring that all clients receive personalized attention and that they are serviced to the highest standards. John develops individualized wealth plans while offering proactive solutions and strategies to ensure that the plan’s efficiency is maximized. John serves as the Assistant Director of CTWM’s Investment Committee and is responsible for implementing firmwide portfolio strategies and finding innovative […]

Kevin C. Leahy, CFP®, CPA

Kevin C. Leahy founded Connecticut Wealth Management (CTWM) in 2010 and has been instrumental in leading the development of the firm. As CEO, Kevin is responsible for defining the firm’s overall vision, inclusive of its mission statement, guiding principles, and core values. A champion of workplace culture, Kevin’s efforts have resulted in CTWM being recognized as HBJ’s #1 Best Place to Work in Connecticut for three consecutive years, with appearances on the list for the past seven years. Under Kevin’s […]