HTG Investment Advisors Inc.

Description

Address: 50 Locust Ave # 7, New Canaan, CT 06840 Phone: (203) 972-8262: : : : Website: : Place name: Category: : Hours: Website: http://www.htgadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of HTG Investment Advisors Inc Posting publicly on the Web Write a review Reviews Be the first to review

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HTG Investment Advisors Inc. Employees

Employee
Years
Job
Industry
Allison Donaldson Allison Donaldson Greater New York City Area Details
Allison Donaldson's HTG Investment Advisors Inc. Experience August 2013 - Present
Job Investment Advisor and Marketing Professional at HTG Investment Advisors Inc., a feeonly advisor
Industry Investment Management
Experience
HTG Investment Advisors Inc.   August 2013 - Present
New Canaan Board of Realtors   November 2010 - August 2013
New Canaan Board Of Realtors   October 2008 - November 2010
Neuberger Berman  1997 - 1999
Neuberger Berman  1993 - 1996

Skills
Marketing Strategy, Capital Markets, New Business Development, Public Speaking, Microsoft Excel, Newsletters, Superior Client Service, Client Service Oriented, Microsoft Word, Microsoft Office, QuickBooks, Quicken, Customer Service, Marketing, Client Services

Education
New York University   1994 — 1996
Master of Business Administration (MBA), Finance, General

Hamilton College   1987 — 1991
Bachelor's degree, French Language and Literature

Blind Brook High School   1983 — 1987

Kerry Connell Kerry Connell Greater New York City Area Details
Kerry Connell's HTG Investment Advisors Inc. Experience February 2014 - Present
Job Investment Advisor helping clients identify and achieve their financial goals at HTG Investment Advisors Inc.
Industry Financial Services
Experience
HTG Investment Advisors Inc.   February 2014 - Present
Wilson Sonsini Goodrich and Rosati  September 2000 - May 2010

Skills
Securities Regulation, Corporate Governance, Corporate Law, Joint Ventures, Venture Capital, Mergers & Acquisitions, Intellectual Property, Licensing, Start-ups, Due Diligence, Cross-border..., Private Equity, Legal Research, IPO

Education
Northwestern University - Kellogg School of Management   1996 — 2000
Master of Business Administration (M.B.A.), Finance, Strategy & Entrepreneurship

Northwestern University School of Law   1997 — 2000
Juris Doctor (J.D.)

Tufts University   1989 — 1993
BA, Quantitative Economics and Political Science

H. Thomas Gnuse H. Thomas Gnuse Greater New York City Area Details
H. Thomas Gnuse's HTG Investment Advisors Inc. Experience 1993 - Present
Job President & CEO HTG Investment Advisors Inc.
Industry Financial Services
Experience
HTG Investment Advisors Inc.   1993 - Present
RFE Investment Partners  1986 - 1993
Prime Capital Management   1982 - 1986
NCR Corporation  1967 - 1982

Education
Harvard Business School   1965 — 1967
MBA

University of California, Los Angeles   1960 — 1962
MSE

Duke University   1956 — 1960
BSEE

Jeanne Gnuse Jeanne Gnuse Greater New York City Area Details
Jeanne Gnuse's HTG Investment Advisors Inc. Experience 1993 - Present
Job •Owner/Founder at HTG Investment Advisors Inc.
Industry Financial Services
Experience
HTG Investment Advisors Inc.   1993 - Present
Berkshire Choral Festival  1992 - Present
Pro Arte Singers   1985 - Present
Mendelssohn Choir of Connecticut   1992 - 2013
American Dietetic Association  1967 - 1990
Dayton Journal Herald   1972 - 1974

Skills
Marketing, Management, Community Development, Retirement Planning, Strategic Financial..., Entrepreneurship, Small Business, Alternative Investments, Leadership Development, Marketing Strategy, Personal Branding, Public Speaking

Education
The Ohio State University   1963 — 1964
Nutrition

University of Dayton   1957 — 1959
BS, Nutrition

Barbara M. Ollinger, CFP® Barbara M. Ollinger, CFP® Greater New York City Area Details
Barbara M. Ollinger, CFP®'s HTG Investment Advisors Inc. Experience January 1998 - Present
Job Senior Advisor at HTG Investment Advisors Inc., helping clients achieve financial independence
Industry Financial Services
Experience
HTG Investment Advisors Inc.   January 1998 - Present

Education
University of Connecticut   1986 — 1988
MBA

University of Maine at Orono   1978 — 1982
B.S., Business Administration

Amy Sheinberg Amy Sheinberg Greater New York City Area Details
Amy Sheinberg's HTG Investment Advisors Inc. Experience January 2005 - Present
Job Senior Account Services Administrator at HTG Investment Advisors Inc
Industry Financial Services
Experience
HTG Investment Advisors Inc  January 2005 - Present
EF Hutton  1981 - 1991
Shearson Lehman Hutton  1986 - 1989
EF Hutton  1980 - 1988

Skills
Registered Investment..., Training, Customer Service, Series 65, Trading, Account Reconciliation

Education
State University of New York College at Oneonta   1975 — 1979
BS, Consumer Economics

Sheepshead Bay High School   1972 — 1975

Susan Lione Susan Lione Greater New York City Area Details
Susan Lione's HTG Investment Advisors Inc. Experience 1997 - Present
Job Advisor at HTG Investment Advisors Inc.
Industry Financial Services
Experience
HTG Investment Advisors Inc.   1997 - Present

Education
Immaculata University
BA, Economics

Jennifer Nicasio, CFP® Jennifer Nicasio, CFP® Greater New York City Area Details
Jennifer Nicasio, CFP®'s HTG Investment Advisors Inc. Experience June 2005 - Present
Job Feeonly investment advisor and financial planner at HTG Investment Advisors Inc.
Industry Financial Services
Experience
HTG Investment Advisors Inc.   June 2005 - Present
Westbrook Financial Advisors   2000 - 2005
Northwestern Mutual  2000 - 2002
Beadworks  1992 - 2000
Bankers Trust Company  1978 - 1981

Skills
Investment Advisory, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Asset Allocation

Education
Sacred Heart University   2007 — 2009
CFP, Certified Financial Planning

Middlebury College   1974 — 1978
BS, French, Economics

Susannah Hansley Susannah Hansley Greater New York City Area Details
Susannah Hansley's HTG Investment Advisors Inc. Experience May 2008 - Present
Job Office Manager at HTG Investment Advisors Inc.
Industry Financial Services
Experience
HTG Investment Advisors Inc.   May 2008 - Present
Northwestern Mutual Life  2005 - 2008
United Brands   1979 - 1981
Kayser Roth  1979 - 1980
Gulf & Western   1976 - 1979
American Museum of Natural History  1974 - 1979

Education
New York University   1971 — 1973
BS, Anthropology

Dalton School   1957 — 1969
HS

kenneth wynne kenneth wynne New Canaan, Connecticut Details
kenneth wynne's HTG Investment Advisors Inc. Experience May 2013 - June 2013
Job Student at Rutgers Business School
Industry Investment Banking
Experience
Rutgers Business School  Mutual fund Research AnalystPROA Wealth ManagementJune 2014 - August 2014
Cinemagnetics Inc.   June 2009 - August 2013
HTG Investment Advisors Inc.   May 2013 - June 2013

Skills
Microsoft Office (Word,..., Microsoft Excel, Investments, Customer Service, Mutual Funds, Photography, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Time Management, Social Media, HTML, Windows, Facebook, Data Analysis

Education
Rutgers Business School   2014 — 2017
Bachelor's degree, Finance, General, 3.4

Rutgers, The State University of New Jersey-New Brunswick   2013 — 2017
Bachelor of Science (B.S.), Finance, General

Jack Newton Jack Newton Darien, Connecticut Details
Jack Newton's HTG Investment Advisors Inc. Experience June 2014 - August 2014
Job Management Consulting Associate Financial Services
Industry Financial Services
Experience
PwC  August 2015 - Present
HTG Investment Advisors Inc.   June 2014 - August 2014
Transactis  July 2013 - August 2013
Sheffield Haworth  June 2012 - July 2012
Darien EMS Post 53  March 2009 - August 2011
Stamford Hospital  July 2010 - August 2010

Skills
Research, Market Research, Leadership, Social Media, Recruiting, Microsoft Office, Microsoft Word, EMT, Cpr Certified, Economics, Sailing, PowerPoint, Microsoft Excel, Transaction Banking, Wealth Management, Model Portfolios, Morningstar, Brewing Beer

Education
Union College   2011 — 2015
Bachelor of Arts (B.A.), Economics, Minor in Classical Civilizations

Darien High School   2007 — 2011

Elise Rodriguez Elise Rodriguez Greater Memphis Area Details
Elise Rodriguez's HTG Investment Advisors Inc. Experience 1997 - 1998
Job Owner: Mobile Bookstore with Usborne Books & More
Industry Publishing
Experience
Lamplighter Montessori School   2006 - Present
Usborne Books & More  August 1997 - Present
Eleven O'Clock Associates   February 1998 - November 2000
HTG Investment Advisors Inc.   1997 - 1998

Skills
Books, Teaching, Public Speaking, Fundraising, Leadership, Training, Entrepreneurship, Event Planning, Customer Service, Strategic Planning, Public Relations, Program Development, Direct Sales, Social Media Marketing, Newsletters, Management, Team Building, Strategic Communications, Non-profits, Event Management, Proofreading, Advertising, Marketing Communications, Editing, Research, Literacy, Coaching, Product Knowledge, Creative Writing, Sales, Project Management, Nonprofits, Leadership Development, Community Outreach, Media Relations, Marketing Strategy, Marketing

Education
Iona College   1982 — 1990
MBA, Financial Management

Iona College   1978 — 1982
Bachelor of Arts, Political Science & French

Our Lady of Victory Academy   1974 — 1978
HS diploma, college prep

Valerie H. Connolly, CFA Valerie H. Connolly, CFA Greater New York City Area Details
Valerie H. Connolly, CFA's HTG Investment Advisors Inc. Experience May 2011 - Present
Job Senior Advisor at HTG Investment Advisors Inc.
Industry Investment Management
Experience
HTG Investment Advisors Inc.   May 2011 - Present
Krauss Whiting Capital Advisors LLC   July 2009 - May 2011
Merrill Lynch  June 2007 - February 2009
U.S. Trust   January 2000 - December 2005
Fleet Investment Advisors  March 1998 - January 2000

Education
The University of Chicago Booth School of Business   1976 — 1979
MBA

Wellesley College   1972 — 1976
AB, Economics and Psychology

Will Cromwell Will Cromwell New Canaan, Connecticut Details
Will Cromwell's HTG Investment Advisors Inc. Experience May 2012 - June 2012
Job Student at Fairfield University
Industry Higher Education
Experience
Town of New Canaan, Dept. of Recreation   July 2011 - September 2012
HTG Investment Advisors Inc.   May 2012 - June 2012

Education
Fairfield University   2014 — 2017
Math and Economics

The College of Wooster   2012 — 2014
Mathematics and Economics

New Canaan High School, New Canaan CT   2007 — 2012
HIgh School Diploma