Connecticut Wealth Management

06/24/2026

What an exciting milestone for CTWM as we continue to grow our service offerings for our clients. Thanks to Hartford Business Journal for sharing our story!

Connecticut wealth management firms are expanding beyond investment advice into business coaching, estate planning and concierge services — part of a nationwide push to become one-stop shops for affluent clients.

06/22/2026

CTWM is excited to introduce Justin Kelsey as our newest Client Service Associate. His positivity and drive will be a valuable asset to our team, strengthening our commitment to our mission.

We’re thrilled to have him aboard. Please give a warm welcome to our new teammate, Justin!

06/19/2026

Our team had a blast at our Shred Event last Saturday. We safely destroyed old documents, grilled delicious burgers, and enjoyed connecting with clients and teammates.

Community connection is a key pillar of CTWM, and we’re grateful for everyone who came out and made it meaningful.

06/17/2026

We’re excited to recognize four teammates who’ve reached a meaningful milestone this month- their 1-year workiversary! Their positivity, empathy, and grit have made a real impact, and we’re proud to highlight their achievement:

• Benjamin Roy, Analyst
• John Russo, Analyst
• Nicholas Zollo, IT Specialist
• Patrick A. Sullivan, Analyst

At CTWM, we mark each teammate’s first year with a special tradition: a pair of UGGs, a gesture started by our founder, Kevin Leahy, to symbolize “getting comfortable” with the CTWM team and embracing the journey ahead.

Traditions like this strengthen our culture and empower our team to strive to deliver exceptional service.

Here’s to many more milestones ahead!

06/15/2026

Last week, we welcomed four new teammates to the CTWM team!

We’re thrilled to have two familiar faces returning as Analysts- past interns Nathan Nagel and Kayleigh Theroux- alongside two new teammates: Anthony Galicia joining us as an Analyst and Medha Arora joining as a Client Service Associate.

All four individuals embody our firm's core values and bring a client-focused mindset that defines our team. We’re excited to continue growing our organization.

Please join us in welcoming our new teammates!

06/12/2026

CTWM teammates had an incredible time at United Way of Central and Northeastern Connecticut Women United’s Power of the Purse. Celebrating 15 years of advancing women's empowerment, this event helps create opportunities for local women and families to build financial security.

Giving back is at the heart of who we are, and we’re grateful for the chance to be part of a community that lifts each other up!

06/10/2026

This June, we’re celebrating ten of our driven teammates and recognizing the hard work and dedication they bring to CTWM every day:

• Michael Tedone, Partner - 13 years
• Kathy Christensen, Partner & Managing Advisor - 13 years
• Megan Trask, Partner & Managing Advisor - 9 years
• Jennifer Barry, Partner & Managing Advisor - 7 years
• Dan Ballou, Managing Advisor - 7 years
• William Horigan, Senior Financial Advisor - 7 years
• Saswati Saha, Planning Analyst - 7 years
• Jenna Isleib, Financial Advisor - 5 years
• Jake Woznyk, Financial Advisor - 3 years
• Ashley McCard, Controller - 2 years

Their contributions continue to strengthen our team and the work we do for our clients. We’re grateful for their commitment and excited to honor their workiversaries!

06/05/2026

This week, we welcomed six new interns to our CTWM team!

They’ll be making meaningful contributions across our Wealth Management, Client Service Specialist, Marketing and Operations teams, helping us to deliver on our mission to turn life's aspirations into reality.

Each intern embodies core values of our organization- drive, authenticity, and positivity- and we’re excited to see the impact they’ll make.

Please give a warm welcome to our newest teammates: Melissa Varney, Emory Anderson, Sara Buglione, Chelsea Fredericks, Michelle Maia, and Julieann Voight!

05/29/2026

🌟 Welcome to the CTWM team!

We’re excited to welcome Leo O’Connor, our new Client Service Specialist. Leo’s background in relationship building and client support aligns closely with the personalized, team-oriented experience we strive to deliver at CTWM.

We’re thrilled to have him on board. Please join us in giving Leo a warm welcome!

05/27/2026

One of the most memorable moments from a recent episode of the In Good Company podcast came from a story about 65 ruined apple pies the night before Thanksgiving.

What started as a simple communication mistake became a lasting lesson about leadership.

Rather than blaming her staff member, Michelle Nicholson of The Flour Girl reflected on the assumptions that led to the mistake and the responsibility leaders have to communicate clearly.

The story is funny now, but in the moment, it meant remaking 65 pies overnight with help from her local community.

It's a great reminder that small communication gaps can become big problems, especially in growing businesses.

Listen to the full episode now: https://ctwealthmgmt.com/news-story/in-good-company-how-a-home-bakery-became-a-community-built-business/