HTG Investment Advisors Inc

Jennifer Hunt is a CFP® and Series 65-licensed advisor at HTG Investment Advisors Inc with 19 years of industry experience. She has been with HTG Investment Advisors since 2005. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm’s approach focuses on strategic asset allocation, diversification, and the use of both passive and active funds, supported by a multi-advisor team with extensive credentials and institutional experience.

Jeannie Rubsam is a financial advisor at HTG Investment Advisors Inc with a Series 65 designation and two years of industry experience. She has been with HTG Investment Advisors since 2021 and previously worked for Penguin Random House from 2012 to 2021. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm’s investment approach combines strategic asset allocation, diversification, and advanced planning software, implementing portfolios primarily through mutual funds and ETFs.

Shannon Vizza is a financial advisor at HTG Investment Advisors Inc with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mackey and Guasco. Shannon has been with HTG Investment Advisors since 2018. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and uses a combination of passive, quantitative, and active funds to implement portfolios.

Sonya Ziolkowski is a financial advisor at HTG Investment Advisors Inc with six years of industry experience. She holds Series 63 and Series 65 registrations. Prior to joining HTG in 2021, she worked at Sanford C. Bernstein & Co., LLC from 2018 to 2021 and spent six years at the New York Stem Cell Foundation. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and uses a mix of passive, quantitative, and active funds to implement portfolios.

Kerry Connell is a CFP® and Series 65 licensed advisor with 12 years of industry experience, currently with HTG Investment Advisors Inc in New Canaan, CT. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and the use of advanced planning software, implementing portfolios primarily through mutual funds, ETFs, and a mix of passive, quantitative, and active funds.

Elisabeth Podhaskie is a financial advisor at HTG Investment Advisors Inc with six years of industry experience. She holds Series 65 and Series 63 licenses. Her previous roles include positions at Harrison Gray Search, AutoDesk, Inspirato, and Alliance Bernstein. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and uses a combination of passive, quantitative, and active funds to implement portfolios.

Travis Hood is a financial advisor at HTG Investment Advisors Inc with the PFS™ designation and over 12 years of industry experience. Prior to joining HTG in 2025, he worked at Kahan, Steiger & Company, P.C. from 2013 to 2025. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and uses a combination of passive, quantitative, and active funds in its portfolios.

Joseph Donaldson is a financial advisor at HTG Investment Advisors Inc with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes over a decade at McClain Value Management and roles at Forsyth Capital LLC. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, focusing on strategic asset allocation and diversification through a mix of passive, quantitative, and active funds. The firm serves mainly high-net-worth clients with integrated planning services and operates as a fee-only fiduciary.

Amy Sheinberg is a financial advisor at HTG Investment Advisors Inc with 18 years of industry experience. She holds a Series 65 designation and has been with HTG since 2005. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and the use of advanced planning software, implementing portfolios primarily through mutual funds and ETFs with a combination of passive, quantitative, and active strategies.

Allison Donaldson is a CFP® with 12 years of industry experience and has been with HTG Investment Advisors Inc since 2013. She holds Series 63 and Series 65 licenses and is based in New Canaan, CT. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm employs a strategic asset allocation approach, combining passive, quantitative, and active funds, and emphasizes the use of documented investment policies and advanced planning tools.

Alexander Zaharoff is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at HTG Investment Advisors Inc since 2014. He is also an adjunct professor at NYU Stern School of Business, where he co-teaches an MBA elective on private banking and wealth management. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning primarily to individuals, families, and trusts, including high-net-worth clients. The firm emphasizes strategic asset allocation, diversification, and a combination of passive, quantitative, and active investment strategies implemented through pooled vehicles.

Robin Sherwood is a CFP® with 32 years of industry experience, currently serving at HTG Investment Advisors Inc since 2005. Based in New Canaan, CT, Sherwood is part of a team of 12 advisors at the firm. HTG Investment Advisors provides discretionary investment management and comprehensive financial planning to individuals, families, and trusts, including high-net-worth clients. The firm employs a strategic asset allocation and diversification approach, utilizing a mix of passive, quantitative, and active funds, supported by advanced planning software and institutional custodian relationships.