10 additional teammates also receive promotions
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is pleased to announce that John Shanley, CFP® has been promoted to Partner of the firm, effective January 1, 2024.
“John is a genuine leader and truly embodies our firm’s core values. He leads through his actions – always focusing on what is right for his clients or willing to help his fellow teammates,” said President & CEO of CTWM, Kevin C. Leahy. “John is a talented advisor and everything he does is done with purpose. I am thrilled for John and this recognition of his hard work.”
Shanley, who joined CTWM in 2019, leads a team of advisors and service specialists in the development of financial plans and investment strategies, ensuring that all clients receive personalized attention and the highest service standards. Additionally, he serves as Assistant Director of the firm’s Investment Committee and is responsible for implementing firmwide portfolio strategies.
“This achievement is not a solo endeavor, but a testament to the extraordinary dedication of our team and the trust placed in us by our wonderful clients,” said Shanley. “The relationships I’ve built and getting to see clients turn aspirations into reality has been a true blessing. I look forward to continuing this collaborative journey and driving success for our clients and teammates here at CTWM.”
Shanley graduated with a Master of Science in Financial Services from American College and earned his undergraduate from Fordham University. He has been recognized as a Five Star Wealth Manager for the past four years in a row (2020-2023), the elite list appearing annually in Connecticut Magazine. Shanley is an active member of the Connecticut Historical Society and currently resides in Suffield with his wife and their two boys.
Shanley’s promotion to Partner is one of 11 promotions to kick off 2024. Additional promotions are as follows:
- Matt Bonvicini, CFP®, of West Hartford, Conn. – Financial Advisor
- Zach Bylykbashi, CFP®, of Southington, Conn. – Financial Advisor
- Megan Cooney-Smith, of Feeding Hills, Mass. – Marketing Manager
- Sam Debono, CFP®, of West Hartford, Conn. – Financial Planner
- Shannon DeLorso, of Deep River, Conn. – Accounting Manager
- Martha Hardison, CFP®, of Manchester, Conn. – Managing Advisor
- Jenna Isleib, CFP®, of Durham, Conn. – Financial Advisor
- Meredith Pickett, of Canton, Conn. – Senior Client Service Specialist
- Patrick Sullivan, CFP®, CM&AA®, of Wallingford, Conn. – Managing Planner
- Christopher Winkel, CFP®, of West Hartford, Conn. – Financial Advisor
“Reflecting back on when CTWM was first founded in 2010, it’s amazing to see how much our firm has grown in a short period of time,” said Leahy. “Our culture and commitment to turning life’s aspirations into reality for both our clients and team is what has helped us retain and attract such talent – and it is what allows us to recognize our teammates for their dedication and hard work.”
About Connecticut Wealth Management
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 LLC, visit www.CTWealthMgmt.com.