Connecticut Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Connecticut Wealth Management — overview

About

Connecticut Wealth Management is a US-based wealth manager and registered investment advisor. It provides investment advisory services including financial planning, business succession planning, retirement planning, tax planning, estate planning, college planning, and portfolio management. The wealth manager advises individuals, trusts, businesses, not-for-profit organizations, business entities and endowments on both discretionary and non-discretionary basis.

Connecticut Wealth Management - known decision makers (24)

Position	Location	Asset Class
Chief Investment Officer	Farmington, US	GEN
Chief Operating Officer	Farmington, US	GEN
Chief Compliance Officer	Farmington, US	PE
Financial Advisor	Farmington, US	GEN
Financial Advisor	Farmington, US	GEN

Showing 5 of 24 known decision makers Connecticut Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo