Jarrett Franklin Solomon

Membre du Comité d'Investissement chez Connecticut Wealth Management LLC

Profil

Mr. Jarrett F.
Solomon is a Partner at Connecticut Wealth Management LLC.
He joined the firm in 2011 and was named Partner in 2017.
In addition to his role with clients, he also oversees all aspects of the client experience, including financial planning, client service, and the firm Investment Committee.
Mr. Solomon has more than 17 years of professional experience in the areas of financial planning, wealth management, and investment analysis.
He works with business owners, executives, physicians, and other individuals and families with complex financial needs.
Prior to joining the Connecticut Wealth Management team, he spent eight years at Convergent Wealth Advisors, a large Registered Investment Advisor in the Washington, D.C.
area.
He graduated magna cum laude from Amherst College with a degree in Economics.
Mr. Solomon is a Certified Financial Planner licensee and holds the Certified Investment Management Analyst (CIMA) designation, which is granted by the Investment Management Consultants Association in conjunction with the University of Pennsylvania’s Wharton School of Business.
Mr. Solomon has been a member of the Investment Management Consultants Association since 2007.

Postes actifs de Jarrett Franklin Solomon

Sociétés	Poste	Début
Connecticut Wealth Management LLC	Membre du Comité d'Investissement	01/01/2011

Anciens postes connus de Jarrett Franklin Solomon

Sociétés	Poste	Fin
Convergent Wealth Advisors LLC	Corporate Officer/Principal	-

Formation de Jarrett Franklin Solomon

Amherst College

Undergraduate Degree