FARMINGTON, Connecticut — Connecticut Wealth Management, LLC (CTWM) is proud to announce that Alec Rosen has joined the team as Director of Growth, where he will lead the firm’s growth initiatives.
“In the 8+ years that I’ve known Alec, I’ve known him to be a wonderful person – someone who actively embodies our core values,” said Kevin Leahy, President and CEO. “As CTWM continues to evolve and attract new individuals and teams, it is critical that we remain laser-focused not only on finding like-minded individuals but also on preserving our business model and the overall client experience. I’m excited about what Alec will bring to this role as he helps us build the next evolution of our firm.”
Throughout his career, Alec has worked for prominent financial institutions such as Edward Jones, Pioneer Investments, and LPL Financial. With over 15 years of experience in the wealth management industry, Alec has always served as an advocate for advisors and is hyper-focused on creating the best client experience possible.
“I am truly delighted to join Connecticut Wealth Management. My goal is to continue to grow CTWM and its reach while working to preserve the client experience and overall culture,” said Alec Rosen, CFP®, AIF®. “I am incredibly passionate about our industry and taking great care of clients, which is why I am thrilled to join this amazing team and carry out our mission of turning life’s aspirations into reality for our clients and our team.”
Prior to joining CTWM, Alec worked for Adviser Investments where he was the founding member of the firm’s M&A team and oversaw the firm’s growth initiatives. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Accredited Investment Fiduciary® (AIF®).
Alec received his bachelor’s from Union College and has a certificate in Financial Planning from Boston University. Notably, Alec completed the G2 Leadership Institute, a two-year program that develops the leadership and business management skills of advisors. He is an active member of the Financial Planning Association (FPA) and is actively involved with his community, which includes volunteering with Habitat for Humanity, Rosie’s Place, City Year, and Prospect Hill Academy.
About Connecticut Wealth Management, LLC
Connecticut Wealth Management, LLC is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. Connecticut Wealth Management takes pride in employing an independent business model that aligns our interests with those of our clients, and engages in a collaborative, team approach to creating empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management, visit www.CTWealthMgmt.com.