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Jack Rose

Jack Rose joined the Connecticut Wealth Management (CTWM) team as an Analyst in January of 2024 after completing his internship with the firm. As an Analyst, Jack is responsible for assisting advisors in developing financial plans and providing exceptional service to clients. Education Jack graduated Summa Cum Laude from the University of Hartford (UHart) in 2024, with a Bachelor of Science in Business Administration with a major in Finance.  While at UHart, he was a member of Alpha Lambda Delta […]

Mia Servidone

Mia Servidone officially joined the Connecticut Wealth Management (CTWM) team in May 2023 as a Planning Analyst after successfully completing the firm’s internship program. As an intern, Mia worked with analysts to research investment opportunities and with the marketing team to implement new strategic systems. This work prepared Mia for her full-time role with the Financial Planning department. In her new role as a Planning Analyst, Mia uses data provided by clients to develop and maintain financial plans specific to […]

Saswati Saha

Saswati Saha brings over 16 years of experience to her position as a Planning Analyst at Connecticut Wealth Management, LLC. Saswati works with a team of advisors to provide account administration and exceptional client service.  She also has administrative responsibilities within the Operations Department. Education Saswati earned her Bachelor of Science degree in Chemistry from the University of Kolkata, in India. Affiliations & Community Involvement Saswati enjoys participating in Connecticut Wealth Management community involvement events.  In her free time, Saswati […]