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Glastonbury, CT Office

Team
Updated today

Client AUM

$2,473,477,745

Clients

8,476

Advisors

15

Of 22 advisors across 9 offices

Location

151 National Drive

Glastonbury CT 06033

Advisors at this office

15

Advisors at this office

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Jessica Butler B

Series 63, Series 65

Glastonbury, CT

Symmetry Partners

Jessica Butler Butler is a financial advisor at Symmetry Partners with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for 15 years at VP Distributors Inc and Virtus Investment Partners. Symmetry Partners provides investment management services to individual and institutional clients, including high-net-worth households and retirement plans. The firm employs a quantitative, research-driven investment approach using Modern Portfolio Theory and factor-based methods across ETFs, mutual funds, and separately managed accounts.

ESG / Sustainable investing Tax-loss harvesting Factor investing / smart beta Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Paul B

CFP®, Series 66

Glastonbury, CT

Symmetry Partners

Paul Bandurski is a CFP® professional with 26 years of industry experience. He is currently with Symmetry Partners, where he has worked since 2024. Prior to that, he spent over a decade at Fidelity Investments and Fidelity Personal and Workplace Advisors. Symmetry Partners provides investment management services to a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients. The firm’s quantitative, research-driven approach applies Modern Portfolio Theory and factor-based strategies across multiple investment vehicles and offers both model portfolios and advisory services to registered investment companies.

ESG / Sustainable investing Tax-loss harvesting Factor investing / smart beta Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Marcia P

Series 63, Series 66

Glastonbury, CT

Symmetry Partners

Marcia Pereira is a financial advisor at Symmetry Partners with 20 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes ten years with VP Distributors LLC and Virtus Investment Partners. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and acts as adviser to registered investment companies and ETFs. The firm uses a quantitative, research-driven approach emphasizing Modern Portfolio Theory and factor-based methods across various investment products.

ESG / Sustainable investing Tax-loss harvesting Factor investing / smart beta Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Matthew H

Series 63, Series 65

Glastonbury, CT

Symmetry Partners

Matthew Hamel is an investment professional at Symmetry Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Virtus Investment Partners and Vp Distributors Inc. Hamel serves as Executive Vice President of Sales and Distribution at Symmetry Partners. Symmetry Partners provides investment management through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base including charitable organizations, corporate and pension plans, and high-net-worth individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various investment vehicles and emphasizes intermediary distribution and marketing support.

ESG / Sustainable investing Tax-loss harvesting Factor investing / smart beta Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Cole C

Series 65

Glastonbury, CT

Symmetry Partners

Cole Connelly is a financial advisor at Symmetry Partners with a Series 65 credential and five years of industry experience. Prior to joining Symmetry Partners in 2021, he held roles at UMASS Amherst, Wampanoag Country Club, Harry's Pizza, and Hall High School. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and serves as an adviser to registered investment companies, including mutual funds and ETFs. The firm employs a quantitative, research-driven investment approach using modern portfolio theory and factor-based methods across various investment vehicles.

ESG / Sustainable investing Tax-loss harvesting Factor investing / smart beta Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Christopher C

Series 65

Glastonbury, CT

Symmetry Partners

Christopher Codeanne is a financial advisor at Symmetry Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Figur8 Inc, ConcertAI LLC, and Oxford Performance Materials Inc. Since January 2024, he has served on the board of Strategikon Pharma Inc., a company providing SaaS-based clinical business operations solutions. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base including charitable organizations, corporate and pension plans, and high-net-worth individuals. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and multi-factor methods across ETFs, mutual funds, and separately managed accounts.

ESG / Sustainable investing Tax-loss harvesting Factor investing / smart beta Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Michael S

Series 66, Series 63

Glastonbury, CT

Symmetry Partners

Michael Storer is a financial advisor at Symmetry Partners with 31 years of industry experience. He holds the Series 66 and Series 63 designations and has worked with Symmetry Partners since 2012. His prior roles include positions at Foreside Financial Services and Northern Lights Distributors. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and acts as adviser to registered investment companies, including mutual funds and ETFs. The firm employs a quantitative, research-driven approach utilizing Modern Portfolio Theory and factor-based methods across multiple investment vehicles.

ESG / Sustainable investing Tax-loss harvesting Factor investing / smart beta Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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David C

Series 63

Glastonbury, CT

Symmetry Partners

David Connelly Jr. is a financial advisor with Artura Wealth, LLC and holds a Series 63 designation. He has 28 years of industry experience, including over 30 years as CEO and manager of Symmetry Partners, LLC, an RIA where he leads strategic direction and oversees investment portfolios. Prior to joining Artura Wealth, he worked at Apella Capital, LLC. Artura Wealth, LLC is a newly registered investment adviser providing discretionary portfolio management primarily for pooled or institutional investment programs, as well as individuals and organizations. The firm employs model portfolios based on modern portfolio theory, tailoring allocations to clients’ risk tolerance, time horizon, and objectives.

ESG / Sustainable investing Tax-loss harvesting Factor investing / smart beta Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Anthony B

Series 65

Glastonbury, CT

Symmetry Partners

Anthony Beaulieu is a financial advisor with Symmetry Partners and holds a Series 65 designation. He joined Symmetry Partners in 2023 and has prior experience working at Uvoice USA and Farmington Public Schools. Before his advisory career, he was a full-time student for three years. Symmetry Partners provides investment management services to a broad client base, including individuals, retirement plans, pension and institutional clients, and acts as the adviser to registered investment companies and ETFs. The firm uses a quantitative, research-driven investment approach based on Modern Portfolio Theory and factor-based methods across various portfolios and offers tax-aware services and access to alternative investments.

ESG / Sustainable investing Tax-loss harvesting Factor investing / smart beta Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Gabe H

Series 65, Series 63

Glastonbury, CT

Symmetry Partners

Gabe Hathorn is a financial advisor with Symmetry Partners, holding Series 65 and Series 63 credentials and 29 years of industry experience. He has worked at Symmetry Partners since 2006 and previously held roles at Foreside Financial Services and Northern Lights Distributors. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and acts as advisor to registered investment companies including mutual funds and an ETF. The firm employs a quantitative, research-driven approach utilizing model portfolios, separately managed accounts, and tax-aware strategies, serving over 8,000 clients through a network of broker-dealers and RIAs.

ESG / Sustainable investing Tax-loss harvesting Factor investing / smart beta Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Bella C

CFA®, Series 63

Glastonbury, CT

Symmetry Partners

Bella Cristovao is a financial advisor at Symmetry Partners with eight years of industry experience. She holds the CFA® designation and Series 63 license. Prior to joining Symmetry Partners, she worked at Commonfund Securities, Inc. for 15 years. Symmetry Partners provides investment management services to individual, retirement plan, pension, and institutional clients, including management of mutual funds and an ETF. The firm employs a quantitative, research-driven approach based on Modern Portfolio Theory and factor-based methods across various investment vehicles.

ESG / Sustainable investing Tax-loss harvesting Factor investing / smart beta Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Christopher C

Series 66

Glastonbury, CT

Symmetry Partners

Christopher Cymbala is a financial advisor at Symmetry Partners with 24 years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial and Ameriprise Financial Services. Outside of his advisory role, he offers insurance products through Ivory Wealth Partners, an activity separate from his work at Symmetry Partners. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base that includes charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and multi-factor methods across various investment vehicles.

ESG / Sustainable investing Tax-loss harvesting Factor investing / smart beta Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Elisa F

Series 63, Series 66

Glastonbury, CT

Symmetry Partners

Elisa Francis is a financial advisor at Symmetry Partners with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Prudential Annuities Distributors and Ast Investment Services. Francis currently serves as a regional consultant for Symmetry Partners. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, offering services to a diverse client base that includes charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various vehicles such as ETFs, mutual funds, and separately managed accounts.

ESG / Sustainable investing Tax-loss harvesting Factor investing / smart beta Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Thomas R

Series 66, Series 63

Glastonbury, CT

Symmetry Partners

Thomas Romano is a financial advisor at Symmetry Partners with 24 years of industry experience. He has worked at Symmetry Partners since 2006, with a brief period at Foreside Financial Services from 2018 to 2025. Romano holds Series 66 and Series 63 designations. Symmetry Partners provides investment management services to a wide range of clients, including individuals, retirement plans, pension and institutional clients, and serves as investment adviser to registered investment companies. The firm uses a quantitative, research-driven approach based on Modern Portfolio Theory and factor-based methods, implementing strategies across ETFs, mutual funds, and separately managed accounts.

ESG / Sustainable investing Tax-loss harvesting Factor investing / smart beta Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Isaac B

Series 65

Glastonbury, CT

Symmetry Partners

Isaac Bartholomew is a financial advisor at Symmetry Partners with a Series 65 designation and one year of industry experience. He has worked at Symmetry Partners since 2024 and is also involved in 401(k) servicing and administration through 401k Belay. Prior to his advisory career, he held roles at The Church of Jesus Christ of Latter-day Saints, Walgreens Pharmacy, American Fork Parks & Recreation, and Alpine School District. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, along with retirement-plan management and OCIO services. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods, serving a diverse client base including charitable organizations, corporate plans, and individuals.

ESG / Sustainable investing Tax-loss harvesting Factor investing / smart beta Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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