Whittlesey

06/16/2026

We had so much fun participating in Junior Achievement In A Day last week! JA in a Day brings real-world experiences and financial literacy lessons into the classroom, helping students connect what they're learning today to future opportunities.

A special thank you to Assurance Partner Larry Carboni, our JA Lead, who has served on the board of Junior Achievement of Southwest New England for many years and led our volunteer group!

We're grateful to Lisa Cowell at Junior Achievement of Southwest New England and the incredible teachers and students at DiLoreto Elementary & Middle School for welcoming us into your classrooms. We loved spending the day learning and sharing with you!

06/15/2026

Last Friday, more than 100 team members across our three offices came together for our annual Community Day, dedicating their time and energy to organizations making a difference in the communities where we live and work.

From packaging essential supplies at the Diaper Bank of Connecticut in North Haven, to supporting cleanup and beautification efforts at the Zoo in Forest Park in Springfield and Bushnell Park in Hartford, our teams rolled up their sleeves to give back alongside incredible nonprofit partners.

Thank you to our team members for their enthusiasm and commitment, and to the organizations that welcomed us!

05/26/2026

For many manufacturers, inventory is one of the largest uses of working capital, and one of the most overlooked opportunities to unlock cash.

Excess stock doesn’t just take up space; it ties up capital that could be reinvested elsewhere, limiting flexibility and growth.

What if a more strategic approach to inventory management could improve liquidity without disrupting operations?

Read more:

Given the high costs of maintaining inventory, now’s a good time for manufacturers to explore options to control them. Here are a few.

05/25/2026

This Memorial Day, we remember and honor the brave men and women who gave their lives in service to our country. Their sacrifice is the foundation of the freedoms we enjoy every day. We hope you’re able to take this time to rest, be with loved ones, and reflect on the legacy of those who served and sacrificed.

05/18/2026

We stepped away from the office and headed to TPC River Highlands for an afternoon of fun at our annual Spring Party this past Friday! It was a great chance to celebrate the end of a successful busy season, reconnect with colleagues across the firm, welcome new faces, and enjoy some well-earned downtime together. Thanks to everyone who joined us and made the day so much fun!

05/07/2026

Selling a business often comes down to one critical moment: due diligence.

But what if you could identify, and address, the issues buyers are most likely to uncover before they ever look?

Presale financial due diligence gives sellers the chance to surface risks early, strengthen their negotiating position, and avoid last-minute surprises that can derail a deal or reduce valuation.

Read more:

When selling a business, early planning pays off. See how presale due diligence can strengthen your negotiating position before you go to market.

05/01/2026

We were proud to sponsor and attend the Central Connecticut Coast YMCA’s Annual Meeting on Thursday. It was a great opportunity to celebrate the organization’s ongoing work to strengthen community, expand access to resources, and support individuals and families across the region. We also appreciated hearing from keynote speaker and new board member, Dr. Kamari A. Collins. We’re honored to support the Y’s continued impact.

04/30/2026

Last night, we had a great time celebrating Margie Craig on being named a winner of the Hartford Business Journal’s Women in Business Award.

We’re proud to see Margie, alongside her fellow honorees, represent the incredible talent and leadership across our region—women who are driving impact, overcoming challenges, and setting the standard across a wide range of industries.

Congratulations to Margie and all of the honorees on this well-deserved recognition, and thank you to Hartford Business Journal for hosting such a fantastic evening celebrating these remarkable leaders.

04/28/2026

Aftermarket services often deliver some of the highest margins in manufacturing, yet many organizations are still managing them reactively.

What could change if service operations were able to anticipate needs, coordinate actions, and continuously optimize performance?

Learn more:

Can your manufacturing company benefit from agentic AI? Learn how it can enhance your aftermarket services.

04/27/2026

We had a great experience at the Women in Banking Conference hosted by the Connecticut Bankers Association (CBA) this past Friday.

The day offered valuable opportunities for connection, collaboration, and thoughtful discussion around advancing women in the banking industry.

We heard from some of Connecticut’s top banking leaders, who shared practical insights on leadership, strategic growth, and the importance of building strong relationships.

Grateful to be part of this community and to to carry these insights forward.

📷 (L-R): Kim Napp, Melissa Braun, Nicole Taylor, and Nicole Pelletier