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Connecticut Wealth Management (CTWM) Promotes Jennifer Barry to Partner and Eric Natale to CFO
Connecticut Wealth Management (CTWM) proudly announces the promotion of Jennifer Barry, CFP® to Partner and Eric Natale to Chief Financial Officer (CFO), reflecting their outstanding leadership and impact on the firm’s success.
Emily Wood from Connecticut Wealth Management Earns Certified Merger & Acquisition Advisor Credential
Connecticut Wealth Management (CTWM) is thrilled to announce that Emily Wood, Partner and Chief Client Officer (CCO), successfully earned her Certified Merger & Acquisition Advisor (CM&AA®) credential.