FARMINGTON, Connecticut—August 10, 2020—Connecticut Wealth Management, LLC (CTWM), is proud to announce that Megan Trask, CFP®, Managing Advisor & Director of Investment Committee has been named to the 2020 Hartford Business Journal’s (HBJ) “40 Under Forty” list.
The HBJ 40 Under Forty Award recognizes outstanding young professionals in the Greater Hartford area that are excelling in their industries through their leadership roles. They are driven by success, motivated by challenges, and are role models for their peers. These individuals are part of an outstanding class of upcoming business leaders who share a commitment to professional success, personal growth, and community involvement.
Megan Trask became an esteemed team member at CTWM in 2017.
In her role as Managing Advisor and Director of the Investment Committee, Megan is responsible for creating financial plans with proactive solutions and strategies, as well as determining all target allocations and investment recommendations for the firm. In addition, she oversees the advisors and client service specialists on her team. During the COVID-19 pandemic, Megan was instrumental in working with clients during the turbulent market.
Megan has been recognized as a Five Star Wealth Manager by Crescendo Business Services and has appeared several times on NBC CT to discuss the financial markets.
“Megan has this extraordinary ability, and desire to go above and beyond for our clients. With her aptitude for finance and tireless work ethic, we look forward to seeing her continue to grow here at CTWM. She is deserving of this award for those reasons and many more.” said CTWM President and CEO Kevin C. Leahy.
“To even be considered for HBJ’s 40 Under Forty is a revered honor,” said Trask. “I have such respect and admiration for the recipients of this award in the past and those being recognized along with me this year. HBJ has a long-standing history of choosing the best and brightest in Connecticut, and I am grateful to be chosen as part of such an outstanding group.”
As an active member of her community, Trask sits on the Investment Committee for the Village for Families & Children, where she helps to develop investment policy and due diligence for the organization’s endowment. She is the advisor to the Vice President of Academic Excellence of the Kappa Kappa Gamma sorority at the University of Massachusetts, Amherst. She assists in developing the 100- person chapter’s scholastics expectations and requirements and visits quarterly to ensure adherence.
Megan is a mentor and delivery angel for Healing Meals. She is also actively involved in CTWM’s community outreach efforts.
The 40 Under Forty honorees will be celebrated in a virtual awards ceremony on September 17.
About Connecticut Wealth Management, LLC
Connecticut Wealth Management LLC is a registered investment advisor that believes in creating genuine partnerships, and 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 engaging in a collaborative, team approach to create empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management LLC., visit www.CTWealthMgmt.com.