Sabrina Behboudi is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds the Series 65 credential and previously worked at X-Golf and the University of Connecticut. Connecticut Wealth Management provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, businesses, and executives. The firm emphasizes a long-term investment approach based on fundamental analysis and strategic asset allocation, incorporating a variety of investment vehicles tailored to client goals and risk tolerance.

Christopher Winkel is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Connecticut Wealth Management, LLC with four years of industry experience. He has been with Connecticut Wealth Management since 2021. Connecticut Wealth Management provides comprehensive financial planning, investment management, retirement plan advisory, and business consulting services to a diverse client base including individuals, trusts, estates, nonprofits, and business owners. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles and offering private equity access to qualified clients.

Megan Trask is a CFP® and Series 65-licensed advisor with 10 years of industry experience. She has worked at Connecticut Wealth Management, LLC since 2017 with a prior six-year tenure at Reynders, McVeigh Capital Management LLC. Trask serves on the Investment Committee for Village for Families and Children. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, not-for-profits, business owners, executives, and plan sponsors. The firm’s investment approach focuses on long-term, fundamentally driven asset allocation and personalized portfolio construction, utilizing a range of investment vehicles including no-load mutual funds, ETFs, and private equity for qualified clients.

Kayleigh Theroux is a financial advisor at Connecticut Wealth Management, LLC with a Series 65 designation and less than one year of industry experience. Her work history includes roles at Connecticut Wealth Management and various positions at the University of Connecticut. Connecticut Wealth Management, LLC offers financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, businesses, and executives. The firm employs a long-term, fundamental analysis-based investment approach, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, tailored to client objectives and risk profiles.

Danielle Tata is a Series 65 credentialed advisor at Connecticut Wealth Management, LLC with four years of experience. Her prior roles include positions at Fiduciary Trust International, Parametric Portfolio Associates, LLC, and Eaton Vance. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a long-term investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and private equity.

Richard Persechino is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Connecticut Wealth Management, LLC, where he has worked in various roles since 2020. Prior to that, he was with New England Capital Planners, Inc. and Clarendon Wealth Management. Connecticut Wealth Management provides financial planning, investment management, retirement plan advisory, and business consulting services to individuals, trusts, estates, nonprofits, business owners, executives, and plan sponsors. The firm emphasizes long-term, fundamentally driven asset allocation and personalized portfolio construction, offering access to private equity for qualified clients and utilizing a range of investment vehicles including no-load mutual funds, ETFs, and individual securities.

Sean Gannon is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Chubb Insurance and held various roles in education and business management. He is also the managing member of Cornicello Financial LLC, where he provides budgeting consulting and financial coaching. Connecticut Wealth Management, LLC offers financial planning, investment management, and retirement-plan advisory services to individuals, trusts, non-profits, businesses, and executives. The firm employs a primarily long-term investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

Benjamin Roy is a Series 65-licensed advisor at Connecticut Wealth Management, LLC with one year of industry experience. His background includes work at the University of Connecticut and the Town of Manchester Recreation Department. Connecticut Wealth Management, LLC offers financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm employs a primarily long-term investment approach based on fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

Charles Olson is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with Connecticut Wealth Management, LLC and has held prior positions at People's United Advisors, People's Securities, Wilmington Trust, and other financial firms. Olson serves on the United Way of the Capital Area Investment Committee in a volunteer capacity. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and business consulting services to individuals, trusts, estates, non-profits, businesses, and executives. The firm’s investment approach focuses on long-term, fundamental analysis and strategic asset allocation, utilizing a range of investment vehicles tailored to client goals and risk tolerance.

Kelly Boutin is a financial advisor at Connecticut Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Day Pitney LLP and the University of Connecticut School of Law. Connecticut Wealth Management, LLC provides financial planning, investment management, retirement-plan advisory, and non-investment business consulting to individuals, trusts, estates, non-profits, businesses, and executives. The firm’s investment approach is primarily long-term and based on fundamental analysis, utilizing strategic asset allocation with a range of investment vehicles including mutual funds, ETFs, individual securities, and private equity.