Connecticut Wealth Management, LLC Employee Directory

Q: What is Connecticut Wealth Management, LLC known for?

Connecticut Wealth Management, LLC was founded in 2010. Connecticut Wealth Management, LLC operates in the Investment Management industry.

Investment ManagementConnecticut, United States51-200 Employees

Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice for high-net-worth individuals, including business owners, executives, and multigenerational families. CTWM's mission is to turn life's aspirations into reality for our clients and team. With a focus on maintaining a low client-to-advisor ratio, crafting comprehensive financial plans, and employing a team approach, CTWM's experienced advisors strive to provide exceptional service while fostering genuine relationships.

For a list of states in which we are registered to do business, please visit www.ctwealthmgmt.com.

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

Connecticut Wealth Management, LLC Global Highlights

North America
109

United States Of America
109

Connecticut Wealth Management, LLC's Leadership

J. I. B.
Chief Operating Officer
Mobile Phone
Email
J. S.
Chief Investment Officer
Mobile Phone
Email
E. N.
Chief Financial Officer
Mobile Phone
Email
R. D. C.
Chief Compliance Officer
Mobile Phone
Email
K. L.
Founder, President & Ceo
Mobile Phone
Email
D. M. H.
Partner & Co-Founder
Mobile Phone
Email
J. S.
Partner
Mobile Phone
Email
C. O.
Partner
Mobile Phone
Email

Connecticut Wealth Management, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Accounting
Information Technology
Other
Business Development

Contact profiles from Connecticut Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

J. I. B.
Chief Operating Officer
Mobile Phone
Email
United StatesConnecticut
Feb 04, 2026
K. L.
Founder, President & Ceo
Mobile Phone
Email
United StatesConnecticut
Feb 04, 2026
D. M. H.
Partner & Co-Founder
Mobile Phone
Email
United StatesConnecticut
Feb 04, 2026
J. S.
Partner
Mobile Phone
Email
United StatesConnecticut
Jan 29, 2026
C. O.
Partner
Mobile Phone
Email
United States
Nov 24, 2025
J. S.
Partner
Mobile Phone
Email
United StatesConnecticut
Feb 04, 2026
M. T.
Partner
Mobile Phone
Email
United StatesConnecticut
Nov 13, 2024
T. D.
Partner
Mobile Phone
Email
United StatesConnecticut
Feb 04, 2026
K. M. C.
Partner
Mobile Phone
Email
United StatesConnecticut
Feb 04, 2026
J. S.
Chief Investment Officer
Mobile Phone
Email
Feb 04, 2026

Frequently Asked Questions

What is Connecticut Wealth Management, LLC known for?

Connecticut Wealth Management, LLC was founded in 2010 operates in the Investment Management industry. The company's main headquarters is located in 281 Farmington Avenue Farmington, Connecticut 06032 United States; you can contact the main corporate office by phone at

+1-860-470-****

. Explore Connecticut Wealth Management, LLC's company overview page for more information.

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

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

How many employees does Connecticut Wealth Management, LLC have currently?

Connecticut Wealth Management, LLC has approximately 88 employees as of February 2026. These team members are located across 1 continents, including North America.

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

As of February 2026, Connecticut Wealth Management, LLC's key employees include:

Chief Operating Officer: J. I. B.
Chief Investment Officer: J. S.
Chief Financial Officer: E. N.
Chief Compliance Officer: R. D. C.
Founder, President & Ceo: K. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking