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Connecticut Capital Management Group, LLC Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

Connecticut Capital Management Group, LLC operates in the Financial Services sector and is based in Milford, Connecticut. It delivers life cycle financial planning and investment management that align clients' wealth with their priorities, serving individuals and families through every life stage.

The firm emphasizes a human-centered approach, prioritizing empathy and enduring relationships as clients experience life's changes. Its work is guided by core principles that include prioritizing people, empowering clients, maintaining relentless curiosity, pursuing excellence, and acting with integrity. In practice, the company positions itself as a partner who provides clarity and purpose in financial decisions, extending planning support from retirement through wealth across generations.

Find Connecticut Capital Management Group, LLC employees' phone numbers or email addresses

Connecticut Capital Management Group, LLC Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Connecticut Capital Management Group, LLC's Leadership

  • Stylized image of a person
    S. B. C.
    Partner
    Mobile Phone
  • Stylized image of a person
    J. M.
    Registered Investment Advisor
    Mobile Phone
  • Stylized image of a person
    B. P.
    Financial Advisor
    Mobile Phone
  • Stylized image of a person
    J. D. L.
    Registered Investment Advisor
    Mobile Phone

Connecticut Capital Management Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Connecticut Capital Management Group, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. B. C.
    Partner
    Mobile Phone
    United StatesConnecticut
    May 30, 2026
  • Stylized image of a person
    J. M.
    Registered Investment Advisor
    Mobile Phone
    United StatesDelaware
    Jun 08, 2026
  • Stylized image of a person
    B. P.
    Financial Advisor
    Mobile Phone
    United StatesDelaware
    Jun 08, 2026
  • Stylized image of a person
    J. D. L.
    Registered Investment Advisor
    Mobile Phone
    United StatesNew York
    Apr 15, 2026

Frequently Asked Questions

What is Connecticut Capital Management Group, LLC known for?

Minus sign iconPlus sign iconConnecticut Capital Management Group, LLC was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-203-877-****
. Explore Connecticut Capital Management Group, LLC's company overview page for more information.

What is Connecticut Capital Management Group, LLC's most common email format?

Minus sign iconPlus sign iconConnecticut Capital Management Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Connecticut Capital Management Group, LLC email formats with LeadIQ.

How many employees does Connecticut Capital Management Group, LLC have currently?

Minus sign iconPlus sign iconConnecticut Capital Management Group, LLC has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Connecticut Capital Management Group, LLC's key employees and leadership?

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As of August 2026, Connecticut Capital Management Group, LLC's key employees include:

  • Partner: S. B. C.
  • Registered Investment Advisor: J. M.
  • Financial Advisor: B. P.
  • Registered Investment Advisor: J. D. L.

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