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Glastonbury, CT Office

Team
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Symmetry Partners logo

Symmetry Partners

Multi-team

Firm-wide stats for Symmetry Partners

Total advisors

23

Across 9 offices

Clients per advisor

369 Very High

Avg AUM per client

$291,821 Very Low

HNW client ratio

8% Low

About

Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a broad set of clients including individual investors (both non‑HNW and high‑net‑worth), qualified retirement plans, institutional pension plans, and investment companies. The firm distributes its strategies through unaffiliated broker‑dealers and RIAs as well as directly to a smaller set of clients and offers OCIO, sub‑advisor/model manager services, and separately managed accounts in addition to its model portfolios.

The firm’s investment approach is quantitative and grounded in Modern Portfolio Theory, employing factor‑based equity strategies, diversified fixed‑income allocations, and liquid alternative sleeves implemented via mutual funds, ETFs and SMAs. Symmetry relies on model portfolios (Panoramic, PrecisionCore, AltAxis, ESG/SRI and others), tax‑aware transition services, third‑party sub‑advisers, and a technology platform (Axiom and outsourced reporting/trading vendors) to implement and scale its offerings.

Notable distinctions include an unusually high client count per advisor, reflecting a scaled, platform‑centric distribution model, and the firm’s role as an adviser to and sponsor/manager of proprietary investment companies (Panoramic mutual funds and affiliated ETFs), a service that is uncommon among peers. Symmetry generally does not offer financial planning as a standalone service to most clients and does not use fixed‑fee pricing, and it additionally provides access to curated alternative investments (via CAIS) and tax‑management sub‑advisers.

Based on Symmetry Partners

Expertise

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing

Based on Symmetry Partners

Occupation focus

Founder/Business Owner

Based on Symmetry Partners

Location

151 National Drive

Glastonbury CT 06033

Advisors at this office

15

Advisors at this office

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Jessica B

Series 63, Series 65

Glastonbury, CT

Symmetry Partners

Jessica Butler is a financial advisor with Symmetry Partners in Glastonbury, CT. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Her prior work includes 15 years at VP Distributors Inc and Virtus Investment Partners, as well as positions at Voya Financial Partners, LLC and Citigroup Global Markets. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and manages proprietary investment companies alongside its model portfolios.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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Paul B

CFP®, Series 66

Glastonbury, CT

Symmetry Partners

Paul Bandurski is a CFP® with 26 years of industry experience, currently serving at Symmetry Partners. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Investments, Thrivent Investment Management, and Ameriprise. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to individual investors, retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory and offers various model portfolios, outsourced reporting, and tax-aware transition services.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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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 licenses and previously worked at VP Distributors LLC and Virtus Investment Partners for ten years. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and offers a range of model portfolios, separately managed accounts, and sub-advisory services.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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Matthew H

Series 63, Series 65

Glastonbury, CT

Symmetry Partners

Matthew Hamel is a financial advisor at Symmetry Partners with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Virtus Investment Partners and VP Distributors Inc. Since 2025, he has served as Executive Vice President of Sales and Distribution at Symmetry Partners. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a range of clients including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory and distributes its strategies through unaffiliated broker-dealers, RIAs, and direct clients.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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Cole C

Series 65

Glastonbury, CT

Symmetry Partners

Cole Connelly is a financial advisor with Symmetry Partners holding a Series 65 designation. He has been with Symmetry Partners since 2021. Prior to joining the firm, he held positions at UMASS Amherst, Wampanoag Country Club, Harry's Pizza, and Hall High School. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base including individual investors, retirement plans, and institutional pension plans. The firm uses a quantitative investment approach grounded in Modern Portfolio Theory and provides its strategies through multiple channels, including proprietary mutual funds and ETFs.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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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 and holds a Series 65 credential. He has held prior roles at Artura Wealth, LLC, Figur8 Inc, ConcertAI LLC, and Oxford Performance Materials Inc. Since January 2024, he has served on the board of Strategikon Pharma Inc., a SaaS-based clinical business operations firm. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory, using factor-based equity strategies and diversified allocations implemented through mutual funds, ETFs, and separately managed accounts.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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Michael S

Series 63, Series 66

Glastonbury, CT

Symmetry Partners

Michael Storer is a financial advisor at Symmetry Partners with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Symmetry Partners since 2008, including roles focused on business development and national account relationship management. His prior experience includes positions at New York Life Investment Management LLC, Northern Lights Distributors, LLC, and Foreside Financial Services, LLC. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory and manages proprietary mutual funds and ETFs alongside offering OCIO and sub-advisory services.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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David C

Series 63

Glastonbury, CT

Symmetry Partners

David Connelly Jr. is a financial advisor at Symmetry Partners with 28 years of industry experience. He holds the Series 63 designation and has held leadership roles at Symmetry Partners since 1994, including CEO and manager. Prior to his current firm, he worked at Apella Capital, LLC for 11 years and Artura Wealth, LLC for two years. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, retirement plans, and institutional pension plans. The firm employs a quantitative investment approach rooted in Modern Portfolio Theory and manages proprietary investment companies alongside its model portfolios and separately managed accounts.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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Anthony B

Series 65

Glastonbury, CT

Symmetry Partners

Anthony Beaulieu is a financial advisor at Symmetry Partners with a Series 65 designation and three years of industry experience. His prior work includes roles at Uvoice USA, Farmington Public Schools, and the company DISH N DAT. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse clientele, including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory, utilizing factor-based equity strategies, diversified fixed-income allocations, and liquid alternative sleeves through mutual funds, ETFs, and separately managed accounts.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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Gabe H

Series 63, Series 65

Glastonbury, CT

Symmetry Partners

Gabe Hathorn is a financial advisor with Symmetry Partners in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Symmetry Partners since 2006 and also worked at Northern Lights Distributors and Foreside Financial Services. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to individual investors, retirement plans, institutional pension plans, and investment companies. The firm uses quantitative, factor-based equity strategies alongside diversified fixed income and liquid alternatives, distributing its strategies through unaffiliated broker-dealers and RIAs as well as directly to clients.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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Bella C

CFA®, Series 63

Glastonbury, CT

Symmetry Partners

Bella Cristovao is a CFA® charterholder with nine years of industry experience. She has worked at Commonfund Securities, Inc. since 2011 and joined Symmetry Partners in 2026. Bella holds a Series 63 license and is based in Glastonbury, CT. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and utilizes model portfolios, third-party sub-advisers, and a technology platform to deliver its offerings.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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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 a Series 66 designation and has worked previously at firms including LPL Financial and Ameriprise Financial Services. Cymbala also offers insurance products through Ivory Wealth Partners as an outside business activity. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a broad client base, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and manages proprietary mutual funds and ETFs through a platform-centric distribution model.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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Elisa F

Series 63, Series 66

Glastonbury, CT

Symmetry Partners

Elisa Francis is a financial advisor with Symmetry Partners in Glastonbury, CT, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her background includes roles at Prudential Annuities Distributors, AST Investment Services, and Prudential Insurance Co of America. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, institutional pension plans, and investment companies. The firm employs a quantitative investment approach based on Modern Portfolio Theory and offers services such as OCIO, sub-advisory, model portfolios, and separately managed accounts.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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Thomas R

Series 63, Series 66

Glastonbury, CT

Symmetry Partners

Thomas Romano is a financial advisor at Symmetry Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Symmetry Partners since 2006, with a brief tenure at Foreside Financial Services from 2018 to 2025. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory, utilizing factor-based equity strategies, diversified fixed-income allocations, and liquid alternatives through mutual funds, ETFs, and separately managed accounts.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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Isaac B

Series 65

Glastonbury, CT

Symmetry Partners

Isaac Bartholomew is a Series 65 licensed advisor at Symmetry Partners with one year of industry experience. His prior roles include positions at 401k Belay, The Church of Jesus Christ of Latter-day Saints, and various public service organizations. He is also involved in 401(k) servicing and administration. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, and institutional pension plans. The firm utilizes a quantitative investment approach grounded in Modern Portfolio Theory and offers services such as OCIO, sub-advisory, and separately managed accounts.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Passive / index investing Founder/Business Owner
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