Connecticut Wealth Management, LLC

Industry: Company

Description

Subsidiary: Filomeno Wealth Management LLC

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Connecticut Wealth Management, LLC Employees

Employee
Years
Job
Industry
Patricia M. Kane, CFP Patricia M. Kane, CFP Hartford, Connecticut Area Details
Patricia M. Kane, CFP's Connecticut Wealth Management, LLC Experience October 2011 - Present
Job Director at Connecticut Wealth Management, LLC
Industry Financial Services
Experience
Connecticut Wealth Management, LLC   October 2011 - Present
LPL Financial  June 2007 - October 2013
KR Wealth Management, LLC  January 2010 - September 2010
KR Wealth Management, LLC  April 2008 - January 2010
KR Wealth Management, LLC  March 2006 - April 2008

Education
The University of Connecticut School of Business   1997 — 2002
Master of Business Administration (M.B.A.), Finance, General

The University of Connecticut

William Bitterli William Bitterli Hartford, Connecticut Area Details
William Bitterli's Connecticut Wealth Management, LLC Experience January 2013 - December 2013
Job SVP Business Development at Constitution Surgery Centers LLC
Industry Hospital & Health Care
Experience
Constitution Surgery Centers LLC   January 2012 - Present
Farmington Valley Adult Soccer Club (FVASC)   2002 - Present
Health Champion   February 2011 - February 2014
Connecticut Wealth Management, LLC   January 2013 - December 2013
Northington Partners   1989 - December 2012
Northington Portfolio Company, Inc. (fka Target Capital Partners, Inc.)   October 2010 - September 2012
Lyons Solutions, LLC   October 2010 - December 2011
Target Capital   May 1998 - October 2010
Manhattan Insurance Group  2000 - October 2009
HealthDirect  1995 - 1997

Skills
Private Equity, Mergers, Insurance, Valuation, Strategic Planning, Due Diligence, Investments, Business Planning, Finance, Research, Strategy, Capital Markets, Negotiation, Mergers & Acquisitions, Strategic Financial..., Portfolio Management, Business Development

Education
Trinity College-Hartford   1983 — 1987
BS, BS, Engineering, Economics

Tanya C. D'Addio Tanya C. D'Addio Farmington, Connecticut Details
Tanya C. D'Addio's Connecticut Wealth Management, LLC Experience January 2015 - Present
Job Director, Firm Culture & Operations at Connecticut Wealth Management, LLC
Industry Financial Services
Experience
Connecticut Wealth Management, LLC   January 2015 - Present
Connecticut Wealth Management, LLC   September 2010 - December 2014
KR Wealth Management, LLC  May 2008 - September 2010
Burke, Esposito & Associates   July 2006 - April 2008
Regent Wealth Management   September 1994 - May 2006

Education
Quinnipiac University   1990 — 1995
Legal Studies

Kathleen M. Christensen, CPA/PFS Kathleen M. Christensen, CPA/PFS Farmington, Connecticut Details
Kathleen M. Christensen, CPA/PFS's Connecticut Wealth Management, LLC Experience June 2013 - Present
Job Wealth Manager with 20 years of experience
Industry Investment Management
Experience
Connecticut Wealth Management, LLC   June 2013 - Present
Filomeno Wealth Management,LLC   November 2007 - May 2013
Filomeno & Company  April 2004 - October 2007
Cigna  1990 - 1998
Deloitte  1986 - 1990

Education
University of Hartford
Master of Business Administration (MBA), Taxation

Fairfield University
Bachelor of Science (B.S.), Accounting

Krystal Chambers Krystal Chambers Farmington, Connecticut Details
Krystal Chambers's Connecticut Wealth Management, LLC Experience March 2015 - Present
Job Leader of First Impressions at Connecticut Wealth Management, LLC
Industry Financial Services
Experience
Connecticut Wealth Management, LLC   March 2015 - Present
Bank of America  August 2013 - February 2015
Bank of America  December 2010 - August 2013

Skills
Finance

Education
Central Connecticut State University
Psychology

Ryan P. Tuttle, CFP® Ryan P. Tuttle, CFP® Hartford, Connecticut Area Details
Ryan P. Tuttle, CFP®'s Connecticut Wealth Management, LLC Experience January 2013 - Present
Job Wealth Manager
Industry Financial Services
Experience
Connecticut Wealth Management, LLC   January 2013 - Present
Connecticut Wealth Management, LLC   October 2010 - December 2012
LPL Financial  January 2010 - December 2011
KR Wealth Management, LLC  January 2010 - September 2010
KR Wealth Management, LLC  June 2005 - January 2010

Skills
Financial Planning, Wealth Management

Education
University of Connecticut   2002 — 2006
Bachelor of Science in Business Administration, Finance

Kayse A. Kress, CFP® Kayse A. Kress, CFP® Farmington, Connecticut Details
Kayse A. Kress, CFP®'s Connecticut Wealth Management, LLC Experience January 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Connecticut Wealth Management, LLC   January 2013 - Present
Connecticut Wealth Management, LLC   October 2010 - December 2012
LPL Financial  January 2010 - December 2011
KR Wealth Management, LLC  January 2010 - September 2010
KR Wealth Management, LLC  September 2005 - January 2010

Skills
Strategic Financial..., Wealth Management, Portfolio Management, Finance, Investments, Securities, Small Business, Retirement Planning, Mutual Funds, 401k

Education
Central Connecticut State University   2002 — 2006
B.S., Marketing

Elizabeth A. Debassio, CPA/PFS Elizabeth A. Debassio, CPA/PFS Farmington, Connecticut Details
Elizabeth A. Debassio, CPA/PFS's Connecticut Wealth Management, LLC Experience June 2013 - Present
Job Wealth Manager with 18 years of experience
Industry Investment Management
Experience
Connecticut Wealth Management, LLC   June 2013 - Present
Filomeno & Company  November 2008 - May 2013
Filomeno Wealth Management, LLC   November 2007 - May 2013

Education
Elkin B. McCallum School of Business at Bentley College
Master of Science (M.S.), Personal Financial Planning

College of the Holy Cross
Bachelor of Arts (B.A.), Accounting

Kimberly J. Lockwood Kimberly J. Lockwood Farmington, Connecticut Details
Kimberly J. Lockwood's Connecticut Wealth Management, LLC Experience June 2013 - Present
Job Investment Administrator
Industry Investment Management
Experience
Connecticut Wealth Management, LLC   June 2013 - Present
Filomeno Wealth Management, LLC   October 2006 - May 2013
Arthur Andersen Business Consulting  April 1985 - April 2002

Skills
Wealth Management, Investments, Microsoft Excel, Account Reconciliation, Finance, Financial Planning, Management, Human Resources, Financial Analysis, Accounting, Banking, Risk Management, Business, Financial Services

Education
Bay Path College
Medical Assistant

Bay Path Junior College

Monique Tardif Monique Tardif Hartford, Connecticut Area Details
Monique Tardif's Connecticut Wealth Management, LLC Experience October 2010 - Present
Job Title: Experienced Compliance/IT Manager
Industry Financial Services
Experience
Connecticut Wealth Management, LLC   October 2010 - Present
KR Wealth Management, LLC  September 2002 - September 2010

Education
Regis University
BS, Management

Denis M. Horrigan, CFP® Denis M. Horrigan, CFP® Hartford, Connecticut Area Details
Denis M. Horrigan, CFP®'s Connecticut Wealth Management, LLC Experience October 2010 - Present
Job Wealth Manager with 20 years of experience
Industry Financial Services
Experience
Connecticut Wealth Management, LLC   October 2010 - Present
LPL Financial  May 2008 - October 2013
KR Wealth Management, LLC  May 2008 - September 2010
St. Germain Investment Management  March 2006 - May 2008
Fidelity Investments  1996 - 1999

Skills
Investments, Wealth Management, Financial Planning, Finance, Financial Advisory, Estate Planning, Investment Strategies, Strategic Planning, Pensions, Insurance

Education
Siena College   1985 — 1989
BA, Sociology

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