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John W

Series 63, Series 65

Hartford, CT

Sky Investment Group LLC

John Wright is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Sky Investment Group since 2008. Wright serves on the Board of Directors of Cordia Bancorp and the Bank of Virginia, participating in committees focused on audit, asset/liability management, and strategic planning. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, and institutions, emphasizing long-term capital preservation through fundamental analysis and selective equity and fixed-income strategies. The firm manages accounts on a discretionary basis and offers services including a lower-fee Strategic Liquidity option for cash management.

Wealth management
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Margaret H

Series 63, Series 65

Hartford, CT

Sky Investment Group LLC

Margaret Hubbard is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 designations and 20 years of industry experience. She has been with Sky Investment Group since 2005. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation, managing diversified portfolios primarily for high-net-worth households through fundamental analysis and a range of equity and fixed-income strategies.

Wealth management
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Catherine M

Series 65

Hartford, CT

Sky Investment Group LLC

Catherine Mullen is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding a Series 65 designation and nine years of industry experience. She has been with Sky Investment Group since 2016. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios of equities and fixed income, applying fundamental analysis to manage accounts on a discretionary basis.

Wealth management
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Kent Z

Series 65

Hartford, CT

Sky Investment Group LLC

Kent Zahner is a financial advisor at Sky Investment Group LLC with 22 years of industry experience. He holds a Series 65 designation and previously worked for Keynote Financial Services, LLC for 22 years and Magdefrau, Renner & Ciaffaglione LLC, CPA's for 26 years. Mr. Zahner is a licensed CPA but no longer practices accounting. Sky Investment Group LLC is a discretionary asset manager serving primarily high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios emphasizing large, financially strong companies, using a fundamentally driven investment approach.

Wealth management
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William N

Series 65

Hartford, CT

Sky Investment Group LLC

William Newman is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Sky Investment Group LLC in Hartford, CT since 2004. Sky Investment Group provides discretionary investment management primarily to high-net-worth individuals, families, businesses, charitable organizations, trusts, estates, and retirement plans. The firm focuses on long-term capital preservation through investments in large, financially strong companies, applying fundamental analysis alongside selective equity and fixed-income strategies.

Wealth management
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John W

Series 65

Hartford, CT

Sky Investment Group LLC

John Waterman is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Sky Investment Group LLC since 2011. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for primarily high-net-worth individuals, families, businesses, and charitable organizations. The firm emphasizes long-term capital preservation through diversified portfolios managed using fundamental analysis, focusing on large, financially strong companies.

Wealth management
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Robert B

Series 63, Series 65

Hartford, CT

Sky Investment Group LLC

Robert Bingham is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Sky Investment Group since 2005. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified portfolios of equities and fixed income, using fundamental analysis to guide investment decisions.

Wealth management
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Richard P

Series 65

Hartford, CT

Sky Investment Group LLC

Richard Pye is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding a Series 65 designation and six years of industry experience. He has been with Sky Investment Group since 2020, following a decade of schooling. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for individuals, families, businesses, and charitable organizations, focusing on long-term capital preservation through diversified equity and fixed-income portfolios primarily for high-net-worth households. The firm uses fundamental analysis to guide investment decisions and manages all accounts on a discretionary basis with quarterly reviews.

Wealth management
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Jared S

Hartford, CT

Sky Investment Group LLC

Jared Soper is a financial advisor with Sky Investment Group LLC in Hartford, CT, holding 27 years of industry experience. He previously worked for YHB Investment Advisors, Inc. for 21 years. Sky Investment Group LLC is a discretionary asset manager overseeing approximately $931 million for high-net-worth individuals, families, businesses, and charitable organizations. The firm focuses on long-term capital preservation through diversified equity and fixed-income portfolios managed primarily on a discretionary basis.

Wealth management
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