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Connecticut Wealth Management, LLC Employee Directory

Investment ManagementConnecticut, United States51-200 Employees

Connecticut Wealth Management, LLC has about 99 employees, all of them in North America. Banking and Finance make up over half of the profiles with a known department. Connecticut Wealth Management, LLC's workforce spans 7 departments.

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

Connecticut Wealth Management, LLC Global Highlights

Location
Employees

North America
117

Minus sign iconPlus sign icon
  • United States Of America
    117

Connecticut Wealth Management, LLC's Leadership

  • Partner at Connecticut Wealth Management, LLC
    B. N.
    Partner
    Mobile Phone
  • Client Development Manager at Connecticut Wealth Management, LLC
    E. L.
    Client Development Manager
    Mobile Phone
  • Financial Planner at Connecticut Wealth Management, LLC
    L. L.
    Financial Planner
    Mobile Phone
  • Analyst at Connecticut Wealth Management, LLC
    W. L.
    Analyst
    Mobile Phone
  • Portfolio Data Analyst at Connecticut Wealth Management, LLC
    J. K.
    Portfolio Data Analyst
    Mobile Phone
  • Client Service Specialist at Connecticut Wealth Management, LLC
    A. F.
    Client Service Specialist
    Mobile Phone
  • Customer Service Specialist at Connecticut Wealth Management, LLC
    G. S.
    Customer Service Specialist
    Mobile Phone
  • Front Desk at Connecticut Wealth Management, LLC
    K. V.
    Front Desk
    Mobile Phone

Connecticut Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Accounting
  • Information Technology
  • Other
  • Business Development

Banking is the largest department at 74% of profiles with a known department, followed by Finance (13%) and Business (5%).

Contact profiles from Connecticut Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Financial Advisor at Connecticut Wealth Management, LLC
    M. C.
    Financial Advisor
    Mobile Phone
    Sep 02, 2026

Frequently Asked Questions

What are the largest departments at Connecticut Wealth Management, LLC?

Minus sign iconPlus sign iconBanking is the largest department at 74% of profiles with a known department, followed by Finance (13%) and Business (5%). Connecticut Wealth Management, LLC's workforce spans 7 departments.

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

Minus sign iconPlus sign iconConnecticut Wealth Management, LLC has approximately 99 employees as of October 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Partner: B. N.
  • Client Development Manager: E. L.
  • Financial Planner: L. L.
  • Analyst: W. L.
  • Portfolio Data Analyst: J. K.

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

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

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

What is Connecticut Wealth Management, LLC known for?

Minus sign iconPlus sign iconConnecticut Wealth Management, LLC was founded in 2010 and operates in the Investment Management industry. You can contact Connecticut Wealth Management, LLC's main corporate office by phone at
+1-860-470-****
. Explore Connecticut Wealth Management, LLC's company overview page for more information.

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