FARMINGTON, Connecticut—September 8, 2020—Connecticut Wealth Management, LLC (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management is thrilled to welcome Lorraine Halibozek, CPA® to the team as Controller.
As Controller, Lorraine is responsible for planning and coordinating all accounting operational functions at CTWM. This includes the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk.
“Connecticut Wealth Management is a wonderful place to work. The passion and the dedication our team members have to exceed our clients’ expectations is evident, and I am happy to be a part of the team,” said Halibozek.
Prior to joining CTWM, Lorraine had a breadth of experience in both public accounting and private industry. Her most recent positions were held at Kostin, Ruffkess & Company, LLC, CohnReznick LLP, and J&L Medical Services, LLC.
“We are deeply excited to have someone with such a range of experience join Connecticut Wealth Management,” said CEO Kevin C. Leahy. “Lorraine is an integral part of our team and will help ensure our business continues to run smoothly while we focus on our clients.”
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.