FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that Megan Trask, CFP®, Partner & Managing Advisor, has been named a Hartford Business Journal (HBJ) Top 25 Women in Business honoree. The Women in Business Award recognizes outstanding female leaders in the Greater Hartford business community. Honorees are distinguished by their professional accomplishments […]
7 additional teammates also receive promotions FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) proudly announces the promotion of Jennifer Barry, CFP® to Partner and Eric Natale to Chief Financial Officer (CFO), reflecting their outstanding leadership and impact on the firm’s success. Jennifer Barry Promoted to Partner “Jennifer’s promotion to Partner is a testament to her […]
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that 16 team members have received the 2024 Five Star Wealth Manager Award from Five Star Professional. “It’s truly inspiring to see our team’s dedication to our clients recognized at this level,” said Kevin C. Leahy, President and CEO. “At CTWM, striving to deliver […]
FARMINGTON, Connecticut – Connecticut Wealth Management (CTWM) is thrilled to announce that Emily Wood, Partner and Chief Client Officer (CCO), successfully earned her Certified Merger & Acquisition Advisor (CM&AA®) credential. This achievement brings the total number of CTWM advisors focused on business exit planning to three. Alongside Wood, Patrick Sullivan, Managing Planner, also holds the […]
FARMINGTON, Connecticut – Connecticut Wealth Management (CTWM) is proud to announce that Michael A. Tedone, CPA/PFS, Partner and Chief Financial Officer (CFO), has been honored as a recipient of Hartford Business Journal’s C-Suite Awards. The C-Suite Awards recognize top-performing C-Suite level executives in the Greater Hartford area who display commitment to good ethics, reporting, and […]
FARMINGTON, Connecticut – Connecticut Wealth Management, LLC (CTWM) is proud to be recognized as a 2024 Best Place to Work in Connecticut in the small/medium business category. This is the eighth consecutive year CTWM has been recognized on the list. “I’m extremely proud of the culture we’ve created and the genuine relationships we’ve built along […]
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 […]
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) is proud to announce that 15 team members have received the 2023 Five Star Wealth Manager Award from Five Star Professional. “It’s an honor to have so many of our advisors receive this distinguished award,” said Kevin C. Leahy President and CEO. “At CTWM, our top priority is […]
FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM), a Farmington-based financial planning and investment advisory firm, is proud to announce that it has been named to the 2023 Forbes/Shook Top RIA Firms list. “We’re honored to be recognized by Forbes as a Top RIA. To be included on this prestigious list alongside such great firms is […]
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,” […]