Connecticut Wealth Management

  • Investment Bank/Securities Brokerage
  • Farmington CT
  • 86 employees
  • Investment Management
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Company Overview

Headquarters
281 Farmington Ave, Farmington CT
Website
ctwealthmgmt.com
Phone
(860) 470-0290
Employees
86
Founded in
2010
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 561110 Companies
NAICS Code 56111 Companies
NAICS Code 5611 Companies
NAICS Code 56 Companies
NAICS Code 561 Companies
SIC Code
SIC Code 87 Companies
SIC Code 874 Companies
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Financials & Stats

Revenue

$6B

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Company Leadership

Kevin Leahy

Founder, President & CEO

Phone Email
Denis Horrigan

Partner & Co-Founder

Phone Email
Kathleen Christensen

Partner

Phone Email
Jarrett Solomon

Partner

Phone Email
Tony DiSorbo

Partner

Phone Email

Connecticut Wealth Management Industry Tags

Financial Planning
Asset Management
Executive Benefits
Charitable Gift Planning
Business Succession Planning
Insurance Planning
B2B
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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Connecticut Wealth Management Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of Connecticut Wealth Management's headquarters?
The headquarters of Connecticut Wealth Management are situated at 281 Farmington Ave, Farmington CT
What is Connecticut Wealth Management's phone number?
Connecticut Wealth Management's contact number is (860) 470-0290.
What is Connecticut Wealth Management's official website?
The official website of Connecticut Wealth Management can be found at ctwealthmgmt.com.
What is Connecticut Wealth Management's current revenue?
As of September 2019, Connecticut Wealth Management's annual revenue reached $6B.
How many employees does Connecticut Wealth Management currently have?
Connecticut Wealth Management employs approximately 86+ people as of September 2019
Which industries is Connecticut Wealth Management primarily operating in?
Connecticut Wealth Management operates in the following industries: Investment Management
Who is the Founder, President & CEO of Connecticut Wealth Management?
Connecticut Wealth Management's Founder, President & CEO is Kevin Leahy
What are Connecticut Wealth Management's industry tags?
Connecticut Wealth Management's industry tags include: Financial Planning, Asset Management, Executive Benefits
When was Connecticut Wealth Management founded?
Connecticut Wealth Management was founded in 2010.

Employee Directory

Key Employees

Megan McGregor

Partner

Phone Email

Kimberly Lockwood

Senior Client Service Specialist

Phone Email

Tanya D'Addio

Director, Client & Team Experiences

Phone Email

Emily Wood

Partner, Chief Client Officer

Phone Email

Megan Cooney

Marketing Manager

Phone Email

Daria Marvasti

Client Services Specialist

Phone Email