Connecticut Capital Management Group, LLC Employee Directory

Financial ServicesUnited States2-10 Employees

At Connecticut Capital Management Group, we provide life cycle financial planning and investment management that aligns your wealth with what matters most. We partner with individuals and families through every stage of life, offering clarity, confidence, and purpose in every financial decision.

Our approach is deeply human. We believe that financial planning isn’t just about numbers—it’s about people. That’s why we lead with empathy, build lasting relationships, and walk alongside our clients through life’s highs and lows. We’re here when life happens.

Guided by unwavering core value, we are People-First, Empowering, Relentlessly Curious, Excellent Always, and Integrity-Drive. We bring care, precision, and purpose to everything we do. Whether helping clients plan for retirement, navigate change, or build generational wealth, we provide more than advice—we provide partnership.

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

Connecticut Capital Management Group, LLC Global Highlights

North America
7

United States Of America
7

Connecticut Capital Management Group, LLC's Leadership

S. B. C.
Partner
Mobile Phone
Email
J. M.
Registered Investment Advisor
Mobile Phone
Email
K. F.
Wealth Management Intern
Mobile Phone
Email
B. P.
Financial Advisor
Mobile Phone
Email
J. L.
Registered Investment Advisor
Mobile Phone
Email
B. A.
Intern
Mobile Phone
Email

Contact profiles from Connecticut Capital Management Group, LLC

Name

Title

Contact Info

Location

Last Update

S. B. C.
Partner
Mobile Phone
Email
United StatesConnecticut
Sep 10, 2025
J. M.
Registered Investment Advisor
Mobile Phone
Email
United StatesConnecticut
Nov 13, 2025
K. F.
Wealth Management Intern
Mobile Phone
Email
United StatesNew York
Oct 25, 2025
B. P.
Financial Advisor
Mobile Phone
Email
United StatesConnecticut
Nov 17, 2025
J. L.
Registered Investment Advisor
Mobile Phone
Email
Oct 27, 2025
B. A.
Intern
Mobile Phone
Email
Sep 08, 2025

Frequently Asked Questions

What is Connecticut Capital Management Group, LLC known for?

Connecticut Capital Management Group, LLC was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 2 Schooner Ln, Unit 1-12 Milford, Connecticut 06460, US; 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?

Connecticut 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?

Connecticut Capital Management Group, LLC has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Connecticut Capital Management Group, LLC's key employees include:

Partner: S. B. C.
Registered Investment Advisor: J. M.
Wealth Management Intern: K. F.
Financial Advisor: B. P.
Registered Investment Advisor: J. L.

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