![Jarrett Franklin Solomon](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jarrett Franklin Solomon
Membre du Comité d'Investissement chez
Connecticut Wealth Management LLC
Profil
Mr. Jarrett F.
Solomon is a Partner & Managing Advisor 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 20 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
 Connecticut Wealth Management LLC Investment ManagersFinance CTWM primarily employs fundamental analysis methods in developing long-term investment strategies for its clients. The firm uses asset allocation strategy in managing clients’ assets. Their in-house Investment Committee meets regularly to discuss strategies to mitigate their clients' risk. CTWM may buy and sell positions that are more short-term in nature, depending on the goals of the client and/or the fundamentals of the security, sector or asset class. | Membre du Comité d'Investissement | 01/01/2011 |
Anciens postes connus de Jarrett Franklin Solomon
| Sociétés | Poste | Fin |
|---|---|---|
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client’s asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent’s research group. The recommended strategies are based on the client’s goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client’s individual requirements. Convergent does not recommend individual company stocks and bonds. | Corporate Officer/Principal | - |
Formation de Jarrett Franklin Solomon
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Amherst College
 Amherst College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client’s asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent’s research group. The recommended strategies are based on the client’s goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client’s individual requirements. Convergent does not recommend individual company stocks and bonds. | Finance |
Connecticut Wealth Management LLC
Connecticut Wealth Management LLC Investment ManagersFinance CTWM primarily employs fundamental analysis methods in developing long-term investment strategies for its clients. The firm uses asset allocation strategy in managing clients’ assets. Their in-house Investment Committee meets regularly to discuss strategies to mitigate their clients' risk. CTWM may buy and sell positions that are more short-term in nature, depending on the goals of the client and/or the fundamentals of the security, sector or asset class. | Finance |
