Sam DeBono joined Connecticut Wealth Management (CTWM) as a Planning Analyst in 2021. He is responsible for gathering, entering, and analyzing data in the development of a client’s financial plan.  Education Sam graduated from Michigan State University in 2020 with a Bachelor’s degree in Finance and a concentration in Wealth Management & Financial Planning. Affiliations & Community Involvement While at Michigan State University, Sam was an active member in the MSU Wealth Management Association. He also served as the Philanthropy Chair […]

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 […]