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Connecticut Wealth Management, LLC

26 people · 0 jobs
‌

Connecticut Wealth Management is a registered investment advisor that believes in creating genuine partnerships, building trust.

Industries

Investment Management

Headquarters

Farmington, United States

Employees

51-200

Links


Org chart

KC
Kevin Leahy, CPA, CFP®
Founder, President & CEO
Collapse
Denis M. Horrigan, CFP®, CEPA®
Partner & Co-Founder
EC
Emily Wood, CFP®
Partner, Chief Client Officer
KC
Kailee Ostroski, CFP®
Partner & Chief Operating Officer
Michael Tedone, CPA/PFS
Partner and CFO
Megan Cooney-Smith, MBA
Marketing Manager

Teams

CB
+4

Client Services

8 people · 0 jobs

+1

Finance Team

5 people · 0 jobs

EC
KC
+1

Leadership Team

5 people · 0 jobs

KC

Operations and Facilities Management

3 people · 0 jobs


Offices

  • HQ

    19 people · 0 jobs

    +15

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